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Investment Consulting

We’re an independent firm. We really value our independence.

But why should that matter to you? Being independent from an investment perspective means we give Investment advice but we don’t manage money. So we don’t have any conflict of interest when we recommend solutions.

Investment Growth

Are you taking more investment risk than you need to?

Investment Income

How big is cashflow negativity for your scheme?

Investment Protection

What steps could you take now to de-risk your investments?

Risk Transfer

Managing buy ins, buy outs and longevity swaps

Liability-Driven Investment

Investing for stability with your inflation and interest rates in mind

Investment Governance

Make sure your investments are doing what you need them to

Investment Communications

Communicating your investment choices clearly

Investment Consulting

Impactful, impartial investment advice that really matters

Fiduciary Oversight

The cornerstone of a conflict-free and comprehensive service

Our Investment offering

Whether you are looking to reshape your defined benefit investment strategy, or need guidance on Defined Contribution defaults, we can help.

At the heart of everything we do is understanding you and your objectives. Naturally, we have processes around great investment constructs, but we like to think the real value we bring is our people, their desire to understand you and to create great solutions.

Video

Road to Resilience: Understanding cashflow

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02:43

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A leading life insurer recently required a senior adviser to support its Matching Adjustment application to the PRA.
Our considerable investment and ALM expertise, coupled with our wider knowledge of the insurance market, enabled us to provide innovative and pragmatic solutions to issues such as asset eligibility, cash flow matching and portfolio governance.
Our support ensured an on-time submission to the PRA and is helping the firm to fulfil its business objectives whilst at the same time complying with increasing regulations.