Investment consulting

Tailored investment advice across pension schemes, organisations and trustee boards, with strategy and risk guiding every decision

We’re one of the largest investment consultants in the UK, offering clear, tailored advice to pension trustees, employers, universities, charities, local authorities and more.  

We’re a proud signatory to the Principles for Responsible Investment (PRI) and are committed to helping our clients understand and implement sustainable investments.

Our team of over 120 investment consulting professionals oversees more than 450 clients with over £100 billion in assets collectively. We enjoy what we do and we aim to bring this enthusiasm to our discussions with you.

We believe it’s important for stakeholders to understand where they are today, what their goals are and how they’ll get there. Our consultants work with you collaboratively to reach an investment approach that benefits and protects your organisation or scheme members' savings. 

Our featured pension investment consulting services

We focus your time and resources on the most important big strategic picture issues facing the scheme – making sure that the decisions you are taking are the best possible to help you achieve your long-term DB investment goals. 

As part of our wider workplace pension services, our defined contribution investment team undertake manager and fund analysis as well as asset risk and lifestyle modelling.

We provide independent, award-winning evaluation and oversight of outsourced chief investment officer (OCIO) and fiduciary management services to give trustees confidence in their decisions.  

We have a specialist team that provide investment consultancy services to administering authorities and other stakeholders across a range of public sector schemes, with a focus on the LGPS. 

Our Streamlined investment consultancy service provides cost-effective investment solutions for sub-£100 million defined benefit pension schemes. 

Our Select® investment consulting service is designed to provide trustees and sponsors of schemes ranging from £100m to £1bn with streamlined, high-quality DB investment governance. 

Our wider investment consulting services

We offer more investment expertise beyond pensions.

Family office investment advisory

Working with you to deliver your family office investment and wealth management strategies, now and in the long-term.

Charities, foundations and endowments

We offer professional consulting to empower your charity investment strategy to make more informed decisions and achieve your investment goals.

Sustainable investment consulting

Our investment consultants can help you make informed, intentional and deliverable investment strategies to meet your sustainability objectives. 

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For more information about the tailored investment consulting services we provide, please contact our experts.