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Daniel is Head of Europe, Middle East, and Africa (EMEA) in the Global Institutional Management group of Putnam Investments. Based in London, he is responsible for managing Putnam’s EMEA distribution and client development efforts, as well as directing the firm’s strategy in the EMEA region.
Prior to joining Putnam, Daniel was Global Head of Consultant Relations at Winton Global Investment Management, which applies an empirical scientific approach to exploiting inefficiencies in markets. Daniel joined Winton in 2015 following a 17 year career at Mercer. From 2006 through 2014 at Mercer Daniel built their UK fiduciary management offering from inception to a c$20bn assets under implementation business.
Originally based in New York for Mercer, Daniel has worked with institutional investors (defined benefit, defined contribution, endowment and foundation as well as insurance companies) in the US, UK and South Africa on strategic asset allocation, manager selection, manager research and implementation. Prior to joining Mercer, Daniel worked for Bessemer Trust in New York.
A CFA charterholder, Daniel graduated with honours from the University of Notre Dame in Indiana, USA in 1996
Matthew Graham is Business Development Director at Aviva Investors with responsibility UK Institutional Business. He joined in 2010 and has worked in the industry for over 16 years.
Before joining Aviva Investors, he spent five years at Pioneer Investments, as part of the UK Institutional Business Development Team. Prior to this he spent 2 years with DIAM International and 4 years with Henderson Global Investors.
In his role Matthew focuses on developing Aviva Investors’ relationships with institutional investors with a focus on UK corporate pensions funds, Local Government Pension Schemes and insurance companies, and a view to promoting Aviva range of Multi-Strategy, Real Estate, Infrastructure and Fixed Income strategies in addition to its strong solutions driven business, working closely with investors to understand their specific requirements.
Columbia Threadneedle Investments
Ashley Manning-Brown joined Columbia Threadneedle Investments in 2008 and is a Consultant Relations Director in the Global Consultant Relations Team, managing relationships with global consultants and pursuing business development opportunities in the UK institutional market. Prior to joining Columbia Threadneedle, Ashley worked for BNP Paribas (London and New York) on the Credit Flow Desk and in the Fixed Income Middle Office. He has also worked (in London and New York) for JPMorgan Chase.
Loomis Sayles Investments
Chris Yiannakou is Managing Director & Director of Institutional Services at Loomis Sayles Investments Limited (LSI), Loomis Sayles’ London-based entity, covering Europe, Middle East and Africa (EMEA). He is responsible for overseeing institutional client development and servicing for the UK, Continental Europe, Middle East and North Africa regions, as well as overseeing activities with global and regional investment consultants. Chris joined Loomis Sayles in 2012 from UBS Global Asset Management, where he was Head of European Consultant Relations. Prior to UBS, he was responsible for institutional consultant and client relationships with Pioneer Investments and Gartmore Investment Management respectively. Chris earned a BA from Bournemouth University and also holds the Investment Management Certificate from the CFA Society of the UK.
Claire is a Director & Co-Head of Consultant Relations at Unigestion. Claire has 20 years’ experience in institutional asset management, enjoying a diverse international career spanning investment consulting, relationship and product management, commercial strategy and portfolio management.
Claire joined Unigestion from LOIM where she held a similar role. Previously, while at Australian Unity Investments, Claire held a variety of roles including head of strategy and development and head of portfolio management and research. Earlier, she was a senior consultant in the investment consulting team at Russell Investment Group and in held various analyst and client facing roles while at PIMCO.
Claire earned an MBA from Melbourne Business School and is a Chartered Financial Analyst (CFA) Charterholder.
The Asset Management Exchange
Jignasa joined Willis Towers Watson’s investment consulting team in the Sydney office in May 2006. Specialising in manager research, her areas of focus was on bonds and equities, and she worked closely with a number of in-house investment teams at our larger Australian clients. Jignasa transferred to the London office in 2012, and she worked with a number of larger UK clients, with a particular focus on their manager appointments, as well as being a senior member of the manager research team. Jignasa has over 16 years’ experience in the financial markets.
Currently, Jignasa is working with and advising pension fund clients on how they may utilise the Asset Management Exchange, a new initiative launched by WTW in February 2017.
Prior to joining Willis Towers Watson, Jignasa worked for Mercer Investment Consulting, initially joining the client consulting team where she focused on general investment consulting, but predominantly working in the London-based central research team as a dedicated manager researcher. Her responsibilities included both equity and bond research.
Jignasa is a CFA charterholder and graduated from the University of Sheffield (UK) in 1996 with a BA (Hons) in History.
BMO Global Asset Management
Clare is Vice President, UK Institutional and Consultant Relations at BMO Global Asset Management. Clare joined BMO in 2018, where she is responsible for developing and managing the business’s relationships with a range of Global and UK Investment Consulting firms.
Prior to joining BMO, Clare spent 6 years at HSBC Global Asset Management where she held positions working with investment consultants and institutional clients.
Clare graduated from the University of Liverpool with a degree in Business Studies and French.
Henry joined the Prudential Group in 2011. His primary focus is now developing our Institutional Fixed Income business in the UK with Consultants and Pension Funds. Henry initially joined the group on its global leadership programme “Momentum”. Prior to this Henry was a British Army Officer for five years and served on operations in Afghanistan with the Gurkhas. He graduated from the University of Edinburgh with a MA (Hons) in History in 2006. He holds a Certificate in Business Accounting (CIMA) and is a CFA Charterholder.
John is a Senior Partner at Aon with 32 years of consulting and fund management experience.
In the UK, John is accountable for driving Aon’s Content Development / Thought Leadership. John is a member of Aon’s Global and EMEA Investment Leadership Teams, and UK Investment Committee. He is also a lead investment adviser to a portfolio of UK-based private and public sector clients.
John is a regular commentator on the UK pensions industry’s investment trends, and represents the firm on FTSE Russell’s Policy Advisory Board , the Society of Pension Professionals Investment Committee and is a member of the AIMSE Europe Council.
He joined Aon Hewitt in 2003 following 13 years at Barclays Global Investors (now BlackRock) where he was a Director and Head of BGI’s UK Institutional Client Group. Prior to 1990 he spent 2 years with Crown Agents Asset Management as an analyst and 3 years with Sedgwick Noble Lowndes (now Mercer) in the pensions team.
Craig Brown has over 25 years’ industry experience as a consultant and relationship manager. Craig is Institutional Distribution Director at Mobius Life, an authorised UK Life Insurance Company, providing tailored investment solutions to Asset Managers, Advisers, Trustees of Institutional Pension Funds, and Life Insurance Companies. Craig is responsible for driving further growth in institutional client relationships and assets under management.
Previously he was Head of Global Consultant Relations at Legal and General Investment Management where he was responsible for developing LGIM’s relationships with the leading global consultant firms. Prior to LGIM he was Head of Consultant Relationships at HSBC Investments and prior to that he was a Client Director at Deutsche Asset Management and a Senior Consultant at Mercer Investment Consulting.
Dimensional Fund Advisors Ltd.
Tim Brown leads Dimensional’s UK Institutional Group and Consultant Relations activity for the EMEA region. Prior to joining Dimensional I May 2011, Tim was a director and head of consultant relations at UBP. Before that, he worked at Credit Suisse Asset Management for five years in European wholesale marking and as a consultant relations manager within UK Institutional. Tim began his career in asset management at HSBC, where he worked within the UK sales team. He graduated with honors in history from the University of Wales.
Catriona Buckley is an Institutional Business Development Director at Gresham House plc, the specialist alternative investment manager. She is responsible for developing institutional business in the UK and Ireland with investment consultants, charities, insurance companies and pension schemes. Catriona has c.15 years’ experience building relationships and developing new business opportunities with global institutional investors. Prior to joining Gresham House, Catriona was responsible for consultant engagement with global and domestic investment consultants in the UK, and for direct client relationships in Ireland at Fidelity International. Previously, Catriona was Client Director at Pioneer Investments (now Amundi), where she managed a portfolio of institutional client, investment consultant and global strategic partner relationships. Prior to this she spent six years in a variety of roles within Allied Irish Banks, latterly as a credit analyst on the Bank’s proprietary bond trading desk. Catriona is CFA charter holder and graduated from the University of Dublin, Trinity College with a BA Hons in Business and Economics.
Amundi Asset Management
Lara Campbell is a Manager within the Global Consultant Relations team at Amundi Asset Management. She is responsible for generating and maintaining relationships with global and local consultants. Prior to this, she worked within the Wealth Manager Research team at Mercer based in London. Lara holds her Investment Management Certificate from the CFA Society, Master of Economic Studies and a Bachelor of Arts degree from the University of New England.
David joined Barnett Waddingham as Investment Partner in September 2012 to develop and extend the range of Investment Consultancy services to clients serviced by our Liverpool, Leeds and Glasgow offices.
Prior to joining Barnett Waddingham David had spent the majority of his career with HSBC Actuaries and Consultants Limited (HACL). He was appointed a main board Director of HACL in 1999 with specific responsibility for the Investment Consultancy Practice which he established in 1993. Following the sale of HACL to JLT in 2009 David was Managing Director and then Deputy Chairman of JLT Investment Consulting.
Throughout David’s career he has advised a wide range of DB and DC clients and brings to Barnett Waddingham a wealth of investment consulting experience as well as a genuine enthusiasm for independent bespoke investment consulting.
Allianz Global Investors
Corinne is Head of UK Consultant Relations at Allianz Global Investors. She is responsible for a team who maintain the firm’s relationships with investment consultants and related new business activity. Corinne has more than 20 years’ industry experience.
She joined Allianz Global Investors in 2012 from M&G Investments. Corinne spent 10 years at M&G, latterly responsible for consultant relations for their UK institutional pooled fund business. She began her career at Fidelity Investments in 1996 in the UK wholesale broker team, then as an account manager for segregated institutional mandates and finally in their institutional RFP team.
Corinne holds a BA (Hons) in History and Classics from the University of Wales, Aberystwyth and a diploma in Economics from the University of London, Birkbeck.
Natixis Global Asset Management
Laura Devoucoux is Director, Consultant Relations at Natixis Global Asset Management and is team leader on the Group’s “French-speaking” affiliate asset managers. Her role covers Global & UK Consultants as well as Fiduciary Managers across Research, Advisory and Fiduciary activities. ”
Laura joined the Natixis Group in 2004, where she spent over 10 years working at the Paris-based affiliate, Natixis Asset Management. During her time in France, she undertook various roles in Marketing, including managing the fixed-income firm-wide product line. Laura also headed the International Institutional Support team, which included international RFP and database completion as well as firm-wide entry point for Consultant related demands. Prior to joining the Natixis Group, Laura worked within the Private Equity arena, in sales and marketing positions.
Laura graduated from the European Business School and Dauphine University – France.
Goldman Sachs Asset Management
Harleen is an Associate in Goldman Sachs Asset Management’s UK Institutional Business team. Her responsibilities include the development and advancement of strategic relationships with UK and Irish institutional investors. Harleen graduated from the University of Warwick in July 2012 where she studied Discrete Mathematics. Prior to this, she completed an internship with the GSAM UK Institutional Business team in the summer of 2011. Harleen holds the Investment Management Certificate.
Willis Towers Watson
Lisa is a senior investment consultant at Willis Towers Watson working with a range of DB pension scheme clients of various sizes (sub-£100m to £3bn+) and across various industries. She is responsible for advising clients on all aspects of their investment arrangements from investment beliefs and objective setting right through to manager selection and monitoring. In addition, Lisa has also worked on two large transformational change projects in the UK and the Middle East, working with large internal teams to analyse and improve their investment processes.
Prior to joining the investment industry, Lisa worked as a pharmacist having graduated from Strathclyde University in 2005 with a Masters degree in Pharmacy (MPharm). Lisa returned to university and graduated with a Masters degree in International Business (MSc) with Finance from Aston Business School in 2009. She joined Willis Towers Watson in 2010 and is a CFA charterholder.
Tony English is a Principal in Mercer’s Wealth business and is based in London. Tony works with a variety of institutional investors for whom he is responsible for the provision of investment advice, including pension funds (corporate and local authority) and trust funds.
Tony has over 18 years of investment experience, having joined Mercer in 1999. During this time he has been involved in a wide variety of projects, including investment strategy, manager selections, private markets, pension risk transfer and global custodian selections. Tony also regularly facilitates trustee training courses.
Tony graduated with a degree in physics from the University of Warwick in 1996. He is an Associate of the CFA Society of the UK (‘CFA UK’) and a regular member of CFA Institute. Tony chairs Mercer’s UK ratings review committee and is a member of the global real estate ratings review committee. Tony represents Mercer on the investment committee of the Society of Pension Professionals’ (‘SPP’) Investment Committee and is a council member of AIMSE Europe.
Macquarie Investment Management
Gillian is Head of UK Institutional Distribution and joined Macquarie in October 2015. With over 18 years of experience, her primary responsibility is to build long-term partnerships with institutional investors in the UK. Prior to joining Macquarie, Gillian spent 10 years at Goldman Sachs Asset Management and four years at Insight Investment in London, having begun her career with roles Macquarie and Permanent Trustee in Sydney. Gillian graduated from the University of Technology, Sydney with Business (B.Bus) and Law (LLB) degrees.
Partner at Oliver Wyman
Julia Hobart is a Partner at Oliver Wyman, specialising in asset and wealth management. She joined Oliver Wyman in 2004 following its acquisition by Mercer. Julia has worked across the investment industry: as a portfolio manager and as an investment consultant before becoming a strategy consultant. In her current role Julia works with a wide range of organisations around the world, providing strategic advice for their businesses in the investment arena.
Before moving to Oliver Wyman, Julia set up and led Mercer’s Manager Advisory practice, providing strategic advice to asset management clients. Before that, she headed Mercer Investment Consulting in Continental Europe. Julia started her career with SG Warburg, becoming a portfolio manager and managing UK and European equity funds for its subsidiary, Mercury Asset Management (now BlackRock).
Julia is a member of the Advisory Council for AIMSE International. She is a regular speaker on trends and developments in the asset management industry, and for a number of years has led a series of major reports published in collaboration with the World Economic Forum on the Future of the Global Financial System and on Long-Term Investing. She holds an MA in Mathematics and Computer Science from Cambridge University.
Nick Jellema is a Senior Investment Consultant with 15 years’ experience advising institutional clients. He is a qualified actuary and has previously worked at Hewitt Associates and Conduent HR Services. Nick is currently lead investment adviser to three private-sector pension schemes and four LGPS Funds and he advises on all investment matters, including strategic asset allocation and risk management, manager selection, monitoring and governance.
Within the investment team at Hymans Robertson, Nick leads on business development and client management, and in his previous roles, Nick has also specialised in fiduciary research, and compliance policies and procedures. Nick has an undergraduate degree in Mathematics from Edinburgh University, and a postgraduate degree in Actuarial Finance from Imperial College London.
RBC Global Asset Management
Mohamed is Head of Consultant Relations at RBC Global Asset Management where he is responsible for maintaining relationships with investment consultants and new business opportunities. He joined RBC Global Asset Management in 2017 having spent over seven years at J.P. Morgan in a variety of roles and most recently in the Asset Management UK institutional distribution team. Mohamed graduated from the London School of Economics and Political Science in July 2009 where he studied Management Sciences and is also a CFA charterholder.
MFS Investment Management
James Lindsay is Head of Sales, UK & Ireland at MFS Investment Management. James is responsible for business development across UK & Ireland as well as Consultant Relations across EMEA.
Prior to joining MFS in March 2007, James was responsible for UK Institutional Sales & European Consultant Relations for Threadneedle Asset Management. Earlier, he held roles ain Business development and Marketing within Fidelity’s Institutional division. James received an BA (Hons) from Nottingham Business School.
He holds the Investment Management Certificate (IMC) from the CFA Society of the UK and is a Council member of AIMSE Europe.
Emerging Markets Investment Management Limited
Simon Males is Head of Sales and Marketing at Emerging Markets Investment Management Limited, part of the Duet Group. He has been an Advisory Council member of AIMSE Europe since 2013.
He is the Founder and Managing Partner of Carrick Roads Capital Ltd, a consulting and investor relations business. Previously he has held senior institutional business management, distribution, client and marketing roles at: Muzinich, LGIM, PGIM, Pictet, and F&C Asset Management.
He joined the North London Hospice as a Trustee and Director in early 2020 and is also a member of the board’s Finance Committee.
He has also served as a Trustee of a £130m UK DB pension plan, with fiduciary responsibility for the long-term pension commitments to members and their dependents.
Simon received an MBA with Distinction from London Metropolitan University in 2005. He holds the Investment Management Certificate (IMC) from the CFA Society of the UK.
State Street Global Advisors
Francesca is a member of the UK Consultant Relations Team at State Street Global Advisors (SSGA). She joined SSGA in June 2017 from Hermes Investment Management, where she was responsible for helping to drive sales efforts within the UK Sales Team. Prior to this, Francesca worked at Waverton Investment Management, as part of their Charities Business Development Team, liaising directly with charity clients and consultants.
Francesca achieved a first class honours degree in Neuroscience from King’s College, London.
Eaton Vance Management (International) Limited
David Morley is a Vice President of Eaton Vance Management (International) Limited and Director of Business Development, responsible for business development and the management of key institutional relationships in the UK. He joined Eaton Vance in 2015.
David began his career in the investment management industry in 1997. Before joining Eaton Vance, he most recently looked after the U.K. and Nordics institutional business of Lombard Odier Investment Managers, having previously worked at Henderson Global Investors in a variety of institutional business development and relationship management roles across EMEA.
David trained as a Chartered Accountant with KPMG in London and the Bahamas.
Lane Clark & Peacock LLP
Mark helps his clients set clear investment objectives and select appropriate long-term investment strategies. His clients benefit from his straight talking and ability to explain complex issues in an easy to understand way. This means his clients are able to make important investment decisions quickly and take advantage of investment opportunities as they arise.
Mark has over 30 years of investment consultancy experience and is lead investment adviser to 10 defined benefit pension schemes. He is head of the firm’s Investment Manager Research Team. He is also a member of the Responsible Investment Research Group and is author of LCP’s Investment Management Fees Survey. His clients benefit from both the breadth of his experience as well as from his thought leadership in these areas.
Lazard Asset Management Limited
Lisa O’Connor is Head of Consultant Relations at Lazard Asset Management Limited, London. She began working in the investment field in 1999 at Northern Trust Global Investments. Prior to joining Lazard in 2017, Lisa was Global Head of Consultant Relations with AXA Investment Managers. Previously she was with Russell Investments, where she focused on UK and Irish consultants within a fiduciary management framework. She has a Post Graduate Degree in Communications from Queensland University of Technology and a Bachelor’s Degree in Psychology from the University of Queensland, Australia.
Heathrow Airport Holdings
Chris Parrott, Head of Pensions & Benefits, Heathrow Airport Holdings Limited
Chris is Head of Pensions & Benefits for Heathrow Airport Holdings Limited (formerly the British Airports Authority). He is responsible for the management of the Group’s various pension arrangements and the operation of the Company’s wider employee benefits offering. He has been working in occupational pensions since 1982 holding management positions for the operation of both public and private sector pension schemes.
Chris is a Fellow of the Pensions Management Institute (‘PMI’), a member of the Institute’s main Council. He is Chair of the PMIs Trustee Group and sits on the Institute’s Development Committee. He is also a member of the Pensions Committee of the 100 Group, the organisation that represents the views of the Finance Directors of the UK’s largest employers.
Chris regularly acts as a judge for a number of industry awards, is a regular speaker at industry events and was the author of the ‘Management & Administration’ module for the (then) National Association of Pension Funds ‘Trustee Toolkit’, the forerunner of the Pension Regulator’s online training for trustees. He was voted as Engaged Investor’s ‘Pensions Manager of the Year’ in both 2011 and 2014 and in 2018 received the ‘Outstanding Contribution to the PMI’ award.
Ben left JLT in 2014, after working on a portfolio of clients as Investment Consultant. His role included working on a wide range of investment issues for both DB and DC clients. Ben gained considerable experience in DC working for the JLT Pension Scheme, implementing changes that included investment platforms, white labelling and front-end member websites. Ben also managed fiduciary clients with delegated investment mandates.
His new role at Royal Mail is DC Plan Secretary and his current DC challenges include Communications and dealing with the ‘Freedom and Choice in Pensions’ consultation. He will also utilise his investment skill set for the main DB Plan.
Alison Priestley is a Senior Vice President at Winton, covering the firm’s business and relationships with institutional and wholesale investors in the United Kingdom.
Alison joined Winton in January 2013 after nine years at Goldman Sachs, most recently as an Executive Director in the Asset Management division, specifically within the Alternative Investments and Manager Selection (AIMS) group, covering European and Asian clients. From 2000-2004 Alison worked in Financial Services Audit for Andersen and Deloitte & Touche.
Alison has a Masters degree in Molecular and Cellular Biochemistry from Oxford University. She is a qualified Chartered Accountant (ACA) and holds the Investment Management Certificate (IMC), as well as FINRA Series 7 and 63.
Rona Train is a Partner of Hymans Robertson and a Senior Investment Consultant. She is a specialist in DC investment and governance issues. After graduating from Heriot Watt University with an Honours degree in Economics, she worked for 18 years as a client manager in the fund management industry before moving to Hymans Robertson in 2004. Rona works with a range of Hymans’ larger DC clients and sits on the DC investment and clients groups. She is a regular contributor to the pensions press and a frequent presenter at DC industry conferences. Rona is a member of the Council of AIMSE and sits on the industry-wide group investigating the security of member assets in DC.
Surrey County Council
Phil Triggs has been Strategic Finance Manager (Pension Fund and Treasury) at Surrey County Council, United Kingdom, since October 2012, having worked in similar roles at Warwickshire County Council since 2003 and Buckinghamshire County Council since 1999.
He has worked in local government finance over his entire career, previously specialising in revenues collection and rating valuation at Havant Borough Council and subsequently qualifying as a Chartered Accountant (CIPFA) with Chichester District Council.
He is a keen cyclist, marathon runner (has completed the London, Boston, Berlin, New York and Chicago marathons) and holds a UK private pilot’s licence.
Peter is the Managing Director, Head of UK at Robeco.
In this role, Peter oversees Robeco’s activities in the UK, including sales, marketing and consultant relations. Alongside this, Peter is also the Global Head of Consultant Relations. Peter has almost 30 years’ experience in the financial services industry working in Australia, Europe and the UK. Prior to joining Robeco in 2014, Peter was Director, Distribution of ASX Listed multi-boutique business Treasury Group. Prior to this he worked in a variety of roles with Putnam Investments, Zurich Investment Management and Rothschild Asset Management, building the profile and presence of these firms with clients and consultants. Peter began his career working in manager research.
Peter holds a BA in Economics from Victoria University and a Graduate Diploma in Applied Finance and Investment from The Securities Institute of Australia where he lectured and marked a range of subjects in the Grad Dip and Masters in Applied Finance programs. Peter is a Fellow of The Financial Services Institute of Australia.
Royal London Asset Management
Consultant Relations Manager at RLAM responsible for consultants across all tiers; reporting to the Head of UK institutional.
Twenty years’ experience as a client facing and business development professional at leading consulting firms and asset management houses.
Qualified actuary and NLP Master level practitioner with a large network of industry contacts.
Neuberger Berman Europe Limited
Max Watson is a Vice President and Relationship Manager at Neuberger Berman Europe Limited covering investment consultants. Prior to joining Neuberger Berman in 2013, Max worked at Alcentra in the business development team. He started his career at Payden & Rygel in a one-year internship.
Max holds a BSc (hons) in Politics and Economics from the University of Bath. He has earned Investment Manager’s Certificate, CFA UK and has completed level one of the CFA programme.
Allianz Global Investors GmbH
Jo is the Head of UK Institutional Client Account Management for AllianzGI in London with responsibility for client directors and client servicing. The team collectively works with UK pension and insurance clients across fixed income, equity and alternative assets. Jo has 22 years industry experience and has worked with UK institutional clients (both DB and DC schemes) as an account manager. Prior to joining Allianz GI, Jo spent 14 years with BlackRock latterly as a Director and Senior Account Manager within the intermediated client team working with pension clients across a range of asset classes and investment solutions including diversified growth, equities, real estate and LDI. Jo graduated from the University of Northumbria , Newcastle in 1996 with a 2:1 BA (Hons) in International Business with Spanish.