
Over the last two decades I have provided advice to clients on both the liability and asset side of the balance sheet predominantly to DB Pension Schemes. I strongly believe that you cannot advise on either in isolation and the best strategy is one that takes into account how these elements interact. To be truly effective the ideas need to be supported by a strong and effective governance and implementation framework to ensure theory can be put into practice. Only then can you create and deliver intelligent investment strategies to clients. Currently I focus mainly on the design and implementation of such investment strategies in my role as the Head of Investment Strategy for our UK Fiduciary clients. While traditionally these clients were UK DB pension schemes, we have seen growth into new markets and sectors such as insurance, endowments and foundations as well as other types of asset owners.
My role affords me the great pleasure of leading a large team of highly intelligent and driven colleagues all focused on delivering better investment outcomes for our clients. We all share a passion for what we do and strive to continually adapt and improve our solutions for our clients to make sure they remain cutting edge and fit for purpose and retain excitement in the journey we take our clients on. In just the last 5 years I have seen great innovation and change in the way we approach investing for clients and the recent challenges of the 2020 COVID markets have proven the value in the strategies we have deployed for our delegated clients.