Barnett Waddingham bolsters Bristol office with appointment of new investment expert

Published by Jude Bennett, David Moreton, Alex Pocock on

Further strengthening its ability to meet demand in the South West, Barnett Waddingham, a leading independent professional services consultancy, has hired an experienced investment consultant in Bristol to provide expertise across a number of investment disciplines.

The appointment of Jude Bennett is a direct result of continued growth in the investment consulting team, specifically in the South West. He brings with him an array of expertise on all aspects of investment strategy.

With over 20 years of experience as a pensions and investment actuary, Jude will provide investment advice to trustees and employers of defined benefit (DB) and defined contribution (DC) pension schemes, as well as providing advanced skills to support Barnett Waddingham’s growing Fiduciary Manager Evaluation (FME) services.

Jude will focus on advising trustees of DB schemes on all aspects of investment strategy by reviewing the full context of the scheme, the nature of the employer covenant and its funding position. He will provide direct and clear advice on areas that have the greatest impact on a scheme’s position by avoiding unnecessary complexity.

"As each day holds something new, so does each scheme. I have joined a talented team of consultants who genuinely value the specific needs of each and every client and prospect."
Jude Bennett Principal, Barnett Waddingham

Jude Bennett, Principal and Senior Investment Consultant at Barnett Waddingham, said: “In an ever changing market we have the opportunity to stand above the crowd and provide well-thought out investment strategies for our clients. By fully immersing ourselves into a scheme we will develop in-depth reports to illustrate risk and the many other nuanced characteristics that influence a diverse range of investment strategies.

“As each day holds something new, so does each scheme. I have joined a talented team of consultants who genuinely value the specific needs of each and every client and prospect.”

David Moreton, Principal and Bristol Office Lead at Barnett Waddingham, said: “Jude’s appointment is a reflection of the continued increase in client and prospect demand in Bristol and the South West, and across the business more widely.

“His expertise across a wide range of schemes will bolster Barnett Waddingham’s already well established team, and continues the development of additional resources so we can continue to provide a first class service for our growing client base.”

Alex Pocock, Partner and Head of Investment Consulting at Barnett Waddingham, said: “We continually invest in our people at Barnett Waddingham in order to provide the best bespoke services we can to our clients. Jude’s expertise is an invaluable asset to us and our clients in investment consultancy."

Press and media enquiries

For more information, please contact our press team on +44 149 478 8813 or via email.

Email us

FM Evaluate services

We can add value for trustees in the following areas: training and education, fiduciary manager selection, setting the mandate, performance monitoring

Click here

Investment services

Providing tailored advice to each unique scheme and trustee board with strategy and risk at the core. 

Find out more