Alistair Mathew CFA

Principal and Head of Asset Transfers

Contact details

Alistair heads up our Asset Transfers Team and is responsible for the management of all aspects of implementation.

His background is as an investment consultant, having advised on investment strategy, manager selection, and LDI implementation. He has also been at the forefront of our asset transfers work since joining Barnett Waddingham.

The bulk of Alistair’s work relates to the efficient transition of transferring assets for Defined Benefit schemes; however he also has extensive experience in implementing changes for Defined Contribution schemes and the complexities that come with that in ensuring members’ asset are transitioned fairly and professionally.

Significant experience:

Alistair’s work is bespoke and tailored to achieving client objectives, by stripping transfers back to ensure all risks are managed as well as the client, and more importantly members, get the right results. He has significant experience in managing:

  • pooled fund to pooled fund transactions
  • in-specie transactions
  • changes in Defined Contribution investment strategy
  • custodian changes
  • hedging increases and LDI leverage events
  • transfers for buy-in and buy-out transactions.