Managing Director and Head of UK Client Portfolio Management
Simon is responsible for the investment outcome we deliver to a range of our Investment Solutions clients in the UK and Ireland. Simon is a long-standing and experienced member of our Investment Solutions team, having joined the business just under 11 years ago. He has 23 years of investment experience, specifically focussing on LDI and fixed income portfolios for over 15 of those. He has worked with many large pension schemes to implement a range of LDI, fixed income and derivative based solutions and has previously held roles at Insight Investment, UBS, Newton and Lazard Asset Management. Simon is an engineer by background, having studied Product Design and Manufacture (BEng) at Loughborough University. As well as spending time with his young family, Simon is a keen petrolhead, and enjoys keeping fit, skiing and watching rugby in his free time.
Vice President,UK Institutional
Charles joined the business in 2021 to lead institutional business development and relationship management for DB and DC pension schemes. Previously Charles worked within the investment teams at several large pension schemes including Tesco Pension Investment (c.£18bn scheme) leading private market manager research & selection, as well as Cadent Gas Pension Scheme (c.£7bn scheme) working on investment strategy; and brings a unique perspective to his role having been on the other side of the table. Earlier in his career Charles worked at Fidelity leading growth strategy projects; and before moving into asset management Charles worked at Barclays leading strategy consulting, commercial due diligence and corporate development projects. Despite being an accountant by training, and working in financial services for most of his c.16-year career, Charles actually started off working in media working for Sky and Virgin Media in commercial finance roles, and once had his own music production company. In his spare time Charles enjoys spending time with his young family, watching football (Liverpool FC), travelling (including for football), going to the gym and doing a spot of Muay Thai.