Pete Smith

Principal and Senior Investment Consultant

Pete has significant experience in providing investment advice to a wide range of both defined benefit and defined contribution pension schemes.

He believes in providing clients with advice which offers clear direction to assist in making a decision.  Pete uses his experience to help trustees formulate their investment aims and beliefs.  Using these he is experienced in designing and implementing structures which help trustees achieve desired investment returns in a capital efficient and risk controlled manner.

Pete’s extensive experience, clear advice and proactive approach have helped him to become a trusted consultant to a wide range of businesses.


Significant experience

  • investment consulting advice to UK defined benefit and defined contribution pension schemes
  • advice in relation to setting long-term investment strategies, investment manager selection and monitoring, cashflow management, and portfolio rebalancing
  • setting and implementing trigger-based de-risking strategies enabling trustees to meet their long-term funding objectives.
  • advice in connection with liability driven investment and other forms of asset/liability management

Insight

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