Tony's focus is on growing Aon’s fiduciary business, helping to build and to continually improve the services and solutions provided to our clients. Tony has over 25 years' experience in the pensions industry, as an investment consultant, Scheme Actuary and a corporate pensions adviser. His deep knowledge of both assets and liabilities means that Tony is ideally placed to help pension scheme trustees and sponsors achieve their funding goals.
Lucy is an investment partner and qualified actuary. She leads Aon’s advice on the investment aspects of risk settlement transactions. Lucy recently provided specialist investment advice on the largest buy out transaction in the UK namely the £4.7bn transfer to Rothesay Life of the GEC 1972 (telent) Pension Plan.
Ajeet is co-head of River and Mercantile Solutions and has responsibility for the quality and evolution of client-driven services. He focuses on working with trustees to understand their specific investment and governance needs in order to design innovative solutions to achieve their funding objectives.
Having had a career in trade unions for over 30 years Rory has a unique combination of understanding of what Scheme members expect and the complexities of pension schemes themselves. Rory chairs 5 pension schemes (DB and DC) 4 in the UK and 1 in Ireland. He is seen as direct and innovative with a strong sense of humour.
Rory has a deep understanding and knowledge of how democratic organisations function and has brought these skills to his work as a pension trustee chair.
Bhavik Patel, CFA, Director and portfolio manager, is a member of the EMEA Multi-Asset Core Portfolio Management team and is responsible for Client Portfolio Solutions mandates.
Client Portfolio Solutions is the investment group at the heart of BlackRock's portfolio construction and asset allocation ecosystem; and brings together BlackRock's research, investment experience and technology to meet clients' needs for whole-portfolio approaches.
Prior to joining BlackRock in 2012, Mr. Patel was a portfolio manager in the Multi Asset Solutions team at HSBC Global Asset Management, supporting the formulation of strategic, tactical and manager selection decisions for both retail and institutional mandates including pension schemes and insurers.
Mr. Patel earned a BSc degree in economics with first class honours from University College London, is a CFA charterholder and holds the Investment Management Certificate (IMC).