Investment can be a complex and technical area. We cut through the jargon and work with our clients and advisers to implement sensible investment strategies that are tailored to suit the objectives of each scheme, including ESG.

We utilise our in-house investment experts who have previously worked for large banks or asset management firms, often implementing the very strategies under consideration. This gives us an edge and enables us to focus on what really matters and ask the right questions, ultimately achieving better outcomes for trustee boards.

We have experience with many investment related projects including:

  • Investment strategy review and implementation
  • Fiduciary Manager reviews and appointments
  • LDI and CDI based strategies, including both segregated and pooled approaches
  • Private markets implementation

Our philosophy is to focus on strategy rather than individual managers. We favour simplicity over complexity and to seek passive approaches wherever appropriate.

Key Contact

Pavan Bhardwaj

Trustee Director | Head of Investment

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