I am a partner at LCP and lead investment advisor, working with investors such as wealth managers and pension funds. I help my clients focus on long-term objectives in a world driven by short-term noise, measure what matters, prepare well for uncertainty and make better decisions. I also host LCP’s weekly investment podcast: Investment Uncut. I have been advising on investment strategy in various roles for over 17 years.
Prior to joining LCP I led the DB business at investment-specialist Redington. In that role I helped develop and oversee the investment strategy & modelling process that underpinned asset allocations and advised some of the UK’s largest DB pension schemes and wealth managers. Previous roles included derivatives focused roles at Macquarie bank and Deutsche Bank, and I started my career as an investment consultant at Mercer where I developed models used in some of the early LDI hedging projects.
I am an established industry thought leader having published many well-read blogs and papers over the years relating to investment. Recent research highlights include:
- When QE broke the 4% rule – analysing investment strategies for individual investors in drawdown
- End States for DB schemes – on the future of DB pension schemes and the role of actuaries
I am a Fellow of the Institute of Actuaries and hold an MA in mathematics from Trinity College Cambridge.
I am also one of LCP’s spokespeople – if you wish to discuss investing please feel free to contact me directly on +44 (0)20 3922 1318.
Visit our On Point hub where I talk about a range topics on the UK pensions and finance agenda.
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We help you make important investment decisions, and make sure that your investments are performing as you need them to.
We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.
The LCP Wealth Drawdown tool is designed to help advisers and other individuals explore the impact of charges and other factors on your pension in drawdown.
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.
Our investment team works with trustees of DB and DC schemes to set bespoke investment strategies and select fund managers. Using our market-leading technology, we help you navigate your journey by providing you with clear, actionable insights which enable you to make better short and long-term investment decisions.