Barnett Waddingham launches Family Office Endowment and Foundation Advisory Initiative with appointment of senior investment consultant

Published by Alex Pocock, Michel Meert on

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  • Alex Pocock

    Alex Pocock

    Managing Partner (Interim)

  • Michel Meert

    Michel Meert

    Head of Investment Advisory to Family offices, Endowments and Foundations

  • Barnett Waddingham, the UK’s largest independent provider of actuarial, administration and consultancy services, has launched a new business stream for non-liability driven asset pools to be headed by Michel Meert, Principal.

    Michel’s key role is to lead, develop and grow the client base of family offices, endowments and foundations for Barnett Waddingham. His advisory work for clients will focus on investment governance, strategy and asset allocation, private markets and ESG plus impact investing.

    During his 30 years’ in the investment and financial services industry Michel has built up significant experience in investment governance, asset allocation and portfolio construction for a variety of investment organisations. He established a wealth management and insurance team at Willis Towers Watson and was leading a wealth team within investment consulting at PwC. He joins us from HSBC Global Asset Management where he was Global Head of Solutions, Consultant Relations and RFPs.

    "Michel’s credibility, knowledge and excellence in family office initiatives and in his work with foundations will be the driving force behind the development of our exciting new venture."
    Alex Pocock Partner, Barnett Waddingham

    Michel Meert, Principal at Barnett Waddingham, said: “Listening to the needs of a client and their objectives is essential in my approach to strategy and asset allocation and the implementation of their investment portfolio. Working in this way guarantees a solid trusted advisor relationship that can last for many years.

    “I am delighted that I have joined a company which shares my ethos for putting our clients and people first, by providing unique tailored services for the individual.”

    Alex Pocock, Partner and Head of Investment Consulting at Barnett Waddingham, said: “Barnett Waddingham has seen significant growth in recent years and this new venture together with the appointment of Michel Meert is a direct reflection of continued progression in our capabilities and expertise of our investment consulting offering.

    “Michel’s credibility, knowledge and excellence in family office initiatives and in his work with foundations will be the driving force behind the development of our exciting new venture, which gives us the opportunity to apply our diverse skills even further.”

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