As a Partner I help clients solve a wide range of investment related challenges. That could be setting investment strategy, asset-liability modelling, fund selection and implementation.
I joined LCP in 2012 and since then have advised a number of clients, including multi-billion pound pension schemes and other institutional entities such as sovereign wealth funds and private wealth managers. As well as providing tailored advice to clients I have a key role on LCP’s equity research team, I chair LCP’s Asset Class Assumptions Group and I am a member of LCP’s de-risking practice. I believe that having a broad set of responsibilities helps deliver well rounded advice to clients, as well as keeping me on my toes.
In addition to my investment role, I have people management responsibilities, overseeing a team 15 strong, ensuring that tasks are allocated efficiently amongst the team.
I have also obtained the Chartered Financial Analyst (CFA) qualification.
LCP work collaboratively to understand the client and their needs.
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How I can help
We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.
Our business-focused approach to validation can help you be confident that your insurance models are robust, and that you are meeting regulatory requirements.
Setting a good investment strategy and picking the right funds is fundamental for wealth managers and advisers to be able to deliver better outcomes for their clients. Our role is to advise clients on investment strategy and fund manager selection bringing institutional discipline to the retail market.