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Sentinel Portfolio Management

Multi-asset model portfolios for UK financial advisers and their private clients

Portsmouth, United KingdomFounded 2019sentinelportfoliomanagement.co.ukWebsite technologies

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Highlights

  • New on EvolcAdded 2026-10-28

About Sentinel Portfolio Management

Sentinel Portfolio Management is a UK investment management business that builds multi-asset model portfolios from its own Sentinel funds. The Sentinel Portfolio Service offers five risk-graded model portfolios that can be bought directly, with investments from £1,000. The Tailored Portfolio Service creates bespoke model portfolios for financial adviser firms, held and managed on the company's internal trading platform.

Its customers are professional financial advisers and intermediaries, who use the models for their own clients across ISAs, SIPPs, onshore and offshore bonds, SSASs, and individual trusts and charity accounts. Access to the services is through a professional adviser.

The company is registered in Portsmouth, United Kingdom, and was founded in 2019. Its team includes John Wallace, Chief Investment Officer, who joined in 2020, Howard Crossen, Investment Director, and Jonathan Broad, Head of Research, who joined in 2020.

Product: Sentinel Portfolio Service and Tailored Portfolio Service: multi-asset model portfolios built from Sentinel funds and managed for financial advisers.

Jobs at Sentinel Portfolio Management

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Website technologies

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  • LiteSpeed
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