Investment Consulting

Meeting your investment goals and objectives

We support institutional investors and wealth managers in meeting their goals through tailored, professional investment advice.

With numerous investment opportunities available, it's crucial to have clear, measurable objectives to effectively structure an investment portfolio for success. We'll help you document goals, objectives, and risk tolerances, helping to identify outcomes, timelines, and measurements for success.

Our investment advice is tailored to you, based on your unique objectives.

A client-first approach

We work in partnership with clients, understanding their needs and providing clear, tailored advice with practicable recommendations. We will clearly explain the rationale behind our proposals, supporting you in making swift, informed decisions. We proactively update clients on economic and market developments and regulatory changes. We conduct deep due diligence on investment manager products before making any recommendations to you, ensuring you can invest with confidence.

Market-leading expertise and capabilities

We understand different clients have different needs. With this in mind we have invested heavily across our business into the areas which have the highest impact for our clients. We have market-leading risk modelling tools (both for cashflow-driven investment approaches and asset-only approaches), ensuring you are able to assess your current position and risk exposure with ease. This is complimented by our proprietary technology platform which facilitates nimble investment decision-making and strong governance. We also have one of the largest full-time, independent manager research and sustainable investment teams in the UK, covering the full universe of asset classes, including impact and social investments, meaning you can implement your strategic asset allocation with confidence.

Investment services and solutions

Our investment consultants are experienced investment strategists and will collaborate with clients to design and implement an investment strategy that meets strategic objectives and fits within risk constraints.

Our team comes from diverse backgrounds including investment management and actuarial consulting. Our consultants work closely with our specialist functions so that clients can benefit from the breadth and depth of our experience and expertise.

We support DB scheme trustees in investing their assets with the objective of paying members' benefits in full and on time while complying with regulatory requirements. For DC schemes we can assist in creating default investment strategies and member self-select options, and in choosing a pension investment platform that meets your members' needs now and in the future. Local government schemes must innovate to navigate tight finances, difficult markets and changing legislation – we are here to support you every step of the way.

We partner with Charities, Endowments and Foundations to design and implement investment strategies tailored to your unique mission, values and plans, with a particular emphasis on social and impact investments.

We put clients objectives at the centre of our wealth management thinking. We analyse income profiles and risk exposures to design strategies and portfolios which suit the needs of your underlying beneficiaries through extensive proprietary research.

We believe sponsors and trustees should collaborate closely, finding common ground and negotiating pragmatically to reach compromise solutions. In addition to pensions and employee benefits, we're also available to discuss your treasury, corporate asset management, and hedging needs.

Economic, asset and investment manager research

Our dedicated research team is skilled in economics, investment management, ESG, and operational risk. Their research and analysis underpins our investment advice. They evaluate investment platforms and managers, considering investment decision-making processes, portfolio management, operations, and ESG credentials. Levering our broad network, they meet key personnel to understand organisations comprehensively.

Stewardship and ESG

Our investment manager research includes assessment of ESG integration into investment decision-making and managers' engagement and voting records with their investee companies. Clients can benefit from our expert guidance to identify their specific ESG beliefs and risks allowing their investment strategies to reflect these, either through avoiding negative impacts or seeking to make a positive contribution.

Modelling and technology

Our in-house team of dedicated modelling specialists develops our asset and liability modelling tools, designed with the needs of our clients clearly in mind. Our tools are aligned with our cashflow centred investment philosophy with client-friendly output and are updated to accommodate evolving requirements.

Strategy implementation

Our specialist asset transfer team works alongside our client consultants to facilitate the end-to-end asset transfer process, designed to implement all aspects of investment manager appointments and portfolio restructuring efficiently and effectively.

Risk monitoring and management

Our monitoring tools show how assets are evolving and how they strategically line up with client goals. They highlight how a risk profile is changing, to help avoid any unexpected surprises. Our suite of risk monitoring services empowers clients to view investments on an ongoing basis and proactively identify adjustments and contingency plans to better adapt to emerging risks.

Fiduciary management oversight

Our comprehensive oversight service supports trustees from selecting the most suitable manager to conducting periodic evaluations and ongoing monitoring. Our diligent research into fiduciary managers' investment styles, processes, capabilities, performance, risk, and fees provides the foundation for clear, pragmatic advice.

Why choose Gallagher

Choosing Gallagher means choosing a team of seasoned professionals. We offer bespoke solutions tailored to your specific needs and objectives. Our investment consulting team ensures you receive advice drawn from extensive research and teams of specialists across all areas of investment consulting.

Tailored solutions for institutional investors and wealth managers to meet your unique goals and objectives
Market-leading manager research and sustainability practices, with deep expertise across the entire asset class universe, including social impact
Expert guidance through complex investment landscapes, using technology to facilitate swift and informed decision-making
Breadth of risk modelling tools and ability to provide bespoke solutions to identify new and emerging risks and opportunities

Disclaimer

Services are aimed at professional clients only and will be provided by Gallagher (Administration & Investment) Limited who are authorised and regulated by the Financial Conduct Authority

Ian Burns

Principal Actuary

Phone Number +44 (0)7867 978 443

Nick Lewis

Co-Head, Investment Consulting

Phone Number +44 (0) 20 3463 8016