David Clare FIA

David advises defined benefit (DB) and defined contribution (DC) clients on our investment consultancy services from strategy setting through to manager selection and effective monitoring. 

David has been a key consulting figure since the early days of the investment consulting industry. He has a vast knowledge of the investment consulting sector and is an expert across our range of investment services.

He has the flexibility and experience to adapt his advice accordingly and believes very strongly in client led solutions.

Significant experience:

• strategy and manager selection advice to trustees through a period of difficult discussions and negotiations with The Pensions Regulator
• designing and running high governance investment sub-committees, specific to the needs of both the trustees and the employer
• promoting the use of investment beliefs to establish a framework and monitor future advice
• assisting trustees in strategy recommendation negotiations with the employer
• monitoring and strategy report design bespoke to client’s needs

Other expertise:

David also undertakes expert witness work and has recently been the lead expert witness for a high profile pension case in the high court.