Alex Pocock

Partner and Head of Investment Consulting

Barnett Waddingham

Alex leads the Investment Consulting practice at Barnett Waddingham and is responsible for setting the direction for the firm’s approach to investment for our clients. 

He has developed a leading team of consultants dedicated to exceeding client needs whilst maintaining a close, personal involvement with client issues through his portfolio. He is also involved in shaping the future development of Barnett Waddingham as a member of our Management Board. Alex’s wide range of investment consultancy experience includes defined benefit (DB) and defined contribution (DC) scheme investment strategy design, manager selection, as well as liability hedging and long-term investment de-risking.

He is also involved in shaping the future development of Barnett Waddingham as a member of our Management Board.

Chris Iggo

Chief Investment Officer

AXA Investment Management

Chris Iggo is CIO for AXA IM Core, leading its investment efforts across the Fixed Income, Equities and Multi-Asset platforms.

Previously CIO for Fixed Income at AXA IM, Chris continues to oversee fixed income investment processes globally. He also chairs the Core Research Forum which brings together the macro, market and responsible investment-focused research and thought leadership. Chris has been at AXA IM since 2005.

Rupert Harrison

Managing Director and Portfolio Manager, Multi-Asset Strategies and Solutions

BlackRock

Rupert Harrison, PhD, Managing Director, is a portfolio manager and Head of Research for the Diversified Strategies team within BlackRock's Multi-Asset Strategies and Solutions (MASS) group. Within Diversified Strategies he is co-portfolio manager of Dynamic Diversified Growth (DDG) and lead portfolio manager of BGF Market Navigator and the Dynamic Allocation strategy.

Rupert’s service with the firm began in 2015. From 2010-2015 he was Chief of Staff to UK Chancellor of the Exchequer George Osborne and Chair of the UK's Council of Economic Advisors, and from 2006-2010 he was Chief Economic Advisor to the then Leader of the Opposition David Cameron and Shadow Chancellor George Osborne.

Sarah Lochlund

Principal and Senior Investment Consultant

Barnett Waddingham

As a Principal and Senior Investment Consultant, Sarah provides investment advice to DB pension schemes and has spent over ten years working with a wide range of UK DB scheme trustees to develop investment solutions that are consistent with their individual investment beliefs and objectives.

As well has having her own client portfolio, Sarah leads the team responsible for investment strategy research at Barnett Waddingham and sits on the wider Investment Research Board. Through this, she aims to ensure all our investment clients have access to the best investment ideas and – more importantly – a clear, independent view on when different strategies might be suitable.

Matt Tickle

Partner and Chief Investment Officer

Barnett Waddingham

Matt is Chief Investment Officer at BW. He runs the research team who are responsible for research into capital markets, managers and our market outlooks. He has over two decades of experience in strategy setting, manager selection, liability hedging, long-term investment de-risking and DC work.

Matt also acts as investment consultant to a wide range of DB pension schemes, endowments and charities. He advises both trustees and employers on investment strategy, pension economics, manager selection and implementation under a variety of governance models. His reputation for providing clear advice has helped him to become a well-known and trusted advisor to a wide range of investors.

Shuntao Li

Co-Head of Manager Research

Barnett Waddingham

Shuntao is an experienced senior fund manager researcher. Her responsibilities include researching funds and managers across a spectrum of asset classes including multi-asset, equity and fixed income. She is also a member of Barnett Waddingham’s Strategy Research Team that directs the firm’s asset class research priorities and views.

Shuntao started her career at Barnett Waddingham in 2011 and is a CFA charterholder, she has a Master's degree in Finance and Management from Loughborough University.

Alex Pocock

Partner and Head of Investment Consulting

Barnett Waddingham

Alex leads the Investment Consulting practice at Barnett Waddingham and is responsible for setting the direction for the firm’s approach to investment for our clients. 

He has developed a leading team of consultants dedicated to exceeding client needs whilst maintaining a close, personal involvement with client issues through his portfolio. He is also involved in shaping the future development of Barnett Waddingham as a member of our Management Board. Alex’s wide range of investment consultancy experience includes defined benefit (DB) and defined contribution (DC) scheme investment strategy design, manager selection, as well as liability hedging and long-term investment de-risking.

He is also involved in shaping the future development of Barnett Waddingham as a member of our Management Board.

Jude Bennett

Principal and Senior Investment Consultant

Barnett Waddingham

Jude is a Principal and Senior Investment Consultant, with over 20 years’ experience as a pensions and investment actuary. Jude has advised clients across a broad range of sectors and with very different circumstances.

He enjoys working with clients over the long-term and seeing them reach their goals – which have often involved making defined benefit schemes less of a financial problem.

Danielle Markham

Associate and Senior Investment Consultant

Barnett Waddingham

Danielle is an Associate and Senior Investment Consultant responsible for leading Barnett Waddingham’s Liability Driven Investments (LDI) research. She also sits on the Investment Consulting Research Board.

Danielle has a wide range of experience in advising DB pension schemes on managing their investments and addressing risks within schemes. As well as providing advice on her specialist area of liability hedging and long-term investment de-risking (including cashflow driven investments), Danielle also works with schemes to design scheme investment strategy, select investment managers and monitor scheme performance over time.

Chris Pritchard

Investment Consultant

Barnett Waddingham

Chris is an Investment Consultant at Barnett Waddingham, providing investment advice to trustees of DB pension schemes. Chris also works in the investment team’s Strategy Research Team, working with others in the team to provide clients with the very best advice from a strategic perspective.

He enjoys researching the more technical aspects of setting and implementing an investment strategy, from asset class specific research to wider considerations around long term planning for end-game.

Alex Pocock

Partner and Head of Investment Consulting

Barnett Waddingham

Alex leads the Investment Consulting practice at Barnett Waddingham and is responsible for setting the direction for the firm’s approach to investment for our clients. 

He has developed a leading team of consultants dedicated to exceeding client needs whilst maintaining a close, personal involvement with client issues through his portfolio. He is also involved in shaping the future development of Barnett Waddingham as a member of our Management Board. Alex’s wide range of investment consultancy experience includes defined benefit (DB) and defined contribution (DC) scheme investment strategy design, manager selection, as well as liability hedging and long-term investment de-risking.

He is also involved in shaping the future development of Barnett Waddingham as a member of our Management Board.

Reena Tanna

Principal, Senior Investment Consultant

Barnett Waddingham

Reena has worked in the pensions industry for 18 years leading investment advice for both DB and DC pension schemes.

Reena joined BW’s DC investment team in 2020 and she now focuses her time on providing investment advice to DC pension scheme trustees and employers. Reena is committed to designing solutions which lead to better member outcomes and is passionate about ensuring client advice is delivered in a non-complex manner. Reena also plays an active role within our diversity and inclusion network.

Sonia Kataora

Partner and Head of DC Investment

Barnett Waddingham

Sonia specialises in providing advice on all aspects of pension investment, including investment strategy reviews, investment manager selection and performance monitoring for DC schemes. 

She also conducts DC investment strategy research and development, aimed at improving standards of governance, encouraging member engagement and designing robust investment solutions — to maximise member outcomes at retirement.

Alex Pocock

Partner and Head of Investment Consulting

Barnett Waddingham

Alex leads the Investment Consulting practice at Barnett Waddingham and is responsible for setting the direction for the firm’s approach to investment for our clients. 

He has developed a leading team of consultants dedicated to exceeding client needs whilst maintaining a close, personal involvement with client issues through his portfolio. He is also involved in shaping the future development of Barnett Waddingham as a member of our Management Board. Alex’s wide range of investment consultancy experience includes defined benefit (DB) and defined contribution (DC) scheme investment strategy design, manager selection, as well as liability hedging and long-term investment de-risking.

He is also involved in shaping the future development of Barnett Waddingham as a member of our Management Board.

Hugo Gravell

Investment Consultant

Barnett Waddingham

Hugo works closely with trustees in relation to investment matters for both DB and DC pension schemes.

He has a keen interest in improving outcomes for pension scheme members. For instance, his experience includes designing bespoke strategies to, on the DB side, target buy-in transactions for schemes at risk of falling into the PPF and, on the DC side, recognise the significance of ESG and climate risks for member outcomes.

Valeria Dinershteyn

Senior Sustainable Investment Strategist, EMEA & APAC

Northern Trust Asset Management

Valeria Dinershteyn, senior sustainable investment strategist for EMEA at Northern Trust Asset Management, is responsible for education and innovation in the firm’s sustainable investing capabilities. Within her role, she helps clients in developing new strategies incorporating ESG and climate-aware considerations in their portfolios and investment philosophies. She is a frequent presenter on sustainable investing solutions at firm and industry meetings and events.

Prior to joining Northern Trust Asset Management in 2019, Valeria worked at Kempen Capital Management as a responsible investment analyst. In this role, she covered environmental engagement activities, helped clients develop and implement their responsible investing policies and contributed to the company’s award-winning annual responsible investment (RI) report.

Valeria has broad international experience having studied in Russia, the U.S. and the Netherlands. She holds a bachelor’s degree in linguistics and social studies from St. Petersburg State Polytechnical University (Russia), a master’s degree in financial management from Nyenrode Business University (the Netherlands) and is a CFA charterholder. Valeria is fluent in English, Russian and Dutch.

Pete Smith

Principal, Head of Sustainable Investment

Barnett Waddingham

Pete is Head of Sustainable Investment and a senior investment consultant.

He uses his experience to help trustees formulate their investment aims and beliefs, a key part of which in the current environment extends to supporting the development of their aims and policies around sustainability. He is experienced in providing advice around net-zero targets, and helping clients align their sustainability policies with those of sponsoring employers. He then helps clients put their investment policies into practice by designing and implementing structures which help trustees achieve desired investment returns in a capital efficient and risk controlled manner.

Stuart Fiertz

Co-Founder, President and Head of Responsible Investment

Cheyne Capital

Stuart is Cheyne Capital’s Co-Founder, President and Head of Responsible Investment. He is also chairman of the Alternative Credit Council (ACC) and a Founder & Trustee of the Standards Board for Alternative Investments (SBAI). Stuart has over 36 years’ experience in investment research and management.

Prior to establishing Cheyne in June 2000, Stuart was responsible for credit research and customised portfolio solutions in Morgan Stanley’s convertible bond practice, following several years in credit and equity research at Lehman Brothers and Merrill Lynch. Stuart is passionate about responsible investing and was a key architect of the launch of Cheyne’s Impact Real Estate strategy in 2014.

Nareser Osei

Chair of Pension Committee at London Borough

Newham Pension Fund

Nareser Osei has been Chair of the Newham Pensions Committee since May 2019, having previously served as a member on the committee since May 2018.

She has also served as the trustee of a former employer's superannuation pension scheme.

Navindu Katugampola

Head of Sustainable Investing

Morgan Stanley

Navindu is the Head of Sustainable Investing for Morgan Stanley Investment Management’s Fixed Income; he joined the firm in 2004. Navindu was previously the Head of Green & Sustainability Bond Origination for Morgan Stanley’s Global Capital Markets group. In this role he helped issuers raise over $80Bn in Green, Social & Sustainability Bonds and led landmark transactions.

Navindu received a B.A. in Natural Sciences from the University of Cambridge and has the CFA.