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Barnett Waddingham
0333 11 11 222

Marcus Whitehead FIA

Managing Partner

As Managing Partner, Marcus plays a leading role in meeting the challenges to grow and develop Barnett Waddingham to the next level.

Marcus leads an ongoing programme of growth and development across the whole business – covering consultancy across risk, pensions, investment and insurance.

Marcus works with the practice area leaders to build an understanding of the markets Barnett Waddingham is in, the challenges the firm faces, and the appropriate strategy for differentiating BW’s offering and to build plans for delivery. His extensive experience and positive approach have awarded him a strong reputation with staff and clients alike.

As the former Head of Investment Consulting, he has experience of a wide range of investment consultancy work including strategy, manager selection, liability hedging, long-term investment de-risking and DC scheme design. Marcus has a wealth of experience within the DC space having consulted schemes since 1992.

Marcus regularly writes articles for pension publications.  He is an accomplished public speaker and has been quoted in the national and professional press on a number of occasions.  

Significant experience:

  • investment strategy review work, including the implementation of de-risking frameworks
  • design and implementation of LDI strategies
  • manager selection, monitoring and review
  • investment aspects of buy-in transactions including the design of an asset strategy
  • advising employers of the investment aspects of their pension arrangements

Comment & Insight

  • News Gold standard for customer experience across all trustee services

    Through our hard work and dedication to clients we have been accredited a ‘Gold Award’ from the independent Investor in Customers (IIC) assessment process for our consultancy and administration services.

  • Video Marcus Whitehead: our aims

    Marcus Whitehead considers the impact that political decisions in 2016 will have on markets in 2017 and beyond, and how we can help our clients to think about strategic, long-term solutions.

  • Video Alastair Campbell: the pace of change

    We were delighted to welcome our much anticipated keynote speaker, Alastair Campbell, to our Investment Conference to discuss how the world of politics has affected our investment decisions.

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