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 leads our vision on the full range of our Fiduciary Oversight services.
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.
Comment & Insight
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News Barnett Waddingham welcomes the CMA’s drive for greater competition in fiduciary management
The CMA has announced its provisional decision on reforms for the supply and acquisition of investment consultancy and fiduciary management services. David Clare, Head of Fiduciary Management Oversight, details what this means for trustees.
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News Barnett Waddingham apppointed to provide fiduciary monitoring mandate for MNRPF
Barnett Waddingham is delighted to have been appointed to provide fiduciary monitoring services to the trustees of the £700m Merchant Navy Ratings Pension Fund.
Career
David qualified as an actuary in 1991 having made the bold decision to join straight from Leigh Boys Grammar School in 1976. He established the investment consultancy practice at a large bank in 1992 which he ran until joining Barnett Waddingham.
David joined Barnett Waddingham as a partner within the Investment Consulting practice in September 2012.
Memberships
- Institute and Faculty of Actuaries
- Council member of AIMSE
Interests
David is a very keen American football fan avidly supporting the New Orleans Saints through good and bad times. Conversation is never lacking with David – he has a story (or two!) for every occasion.