Dan advises a range of asset owners, with invested assets from under £10m to over £500m, helping them to make clear, well-informed investment decisions in complex environments.
He leads Barnett Waddingham’s investment work with universities, helping institutions to make effective decisions in complex governance environments. He advises a range of higher education clients across pension schemes, endowments, and other invested assets.
He works closely with university finance teams and committees, and has a strong understanding of governance structures and decision-making within the sector. He specialises in helping institutions align their investment approach with their financial position, risk appetite, and wider institutional objectives, supporting robust decision-making and effective implementation.
Significant experience
- Reviewing investment governance arrangements and supporting committees in determining effective approaches to decision-making and implementation
- Developing investment strategies aligned with clients’ objectives, constraints, and risk appetite
- Selecting and appointing investment managers to ensure effective implementation of agreed strategies
- Monitoring investment arrangements to manage risk and support informed decisions on change
- Negotiating investment management fees on behalf of clients
- Advising on the incorporation of sustainability, ethical and impact considerations into investment strategies in line with clients’ priorities
- Designing and monitoring Liability Driven Investment (LDI) arrangements for Defined Benefit pension schemes
- Working with the British Universities Finance Directors Group (BUFDG) to support the development of investment knowledge across the higher education sector, ensuring his advice reflects current practice and emerging challenges
Other expertise
- Designing and monitoring Liability Driven Investment (LDI) solutions for Defined Benefit schemes.
- Aligning investment strategies in preparation for bulk annuity transactions.
