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Barnett Waddingham
0333 11 11 222

Paul Maguire ACA

Investment Consultant

Paul provides consultancy services to charities and not-for-profit organisations. He has expertise is a range of investment management work including strategy, asset allocation and objective setting.

Paul’s background in both investment management and working at a large charity for a number of years provides him with a great understanding of what a charity needs from its investment portfolio, bearing in mind the organisation’s overall aims and beliefs.

Significant experience

  • former Head of Investments at a major charity for 16 years
  • led a number of strategy reviews which resulted in investment mandate changes and gradual increase in number of managers from two to ten
  • introduced a method of determining a sustainable real rate of return for the charity investment portfolio and annual total return distribution policy
  • responsible for monitoring performance of investment managers against agreed benchmarks and reporting thereon to investment committee
  • former UK Equities Fund manager

Other expertise

  • ran treasury operations and cash management at a charity for several years
  • advised on the investment strategy of a charity DB scheme for a number of years before concentrating on the charity investment portfolio

Comment & Insight

  • Blog post Trustees to consider ESG factors

    ESG, SRI, ethical investing are often used interchangeably; but actually they are different and these differences affect how client portfolios should be designed and which investments are appropriate for meeting a client’s objectives.

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