I am a CFA charterholder advising charities, endowments, and pension schemes through their investment life-cycle – from strategy design, to implementation and regular monitoring. Whether the challenge is creating and managing a small sinking fund for a charity’s ongoing commitments, navigating the final de-risking steps of a pension scheme or building a portfolio for a £1bn+ endowment, I design cost-effective solutions that meet my clients’ needs.
As a member of LCP’s Financial Assumptions Committee, I am active in our assumptions-setting process and on a quarterly basis I also contribute to our “Markets, macro and much more” publication, helping all our clients get a broader overview of the market environment and opportunities.
LCP are a professional organisation, which understands the clients' needs and demonstrates the depth and creativity of its experience in the solutions it provides.
How I can help
Our investment team works with trustees and sponsors of pension schemes to help them maximise their investment returns, while ensuring risk is well managed.
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.