Scott Edmunds CFA

Associate and Investment Consultant

Contact details

Scott is an investment consultant based in our Bristol office and has significant experience in a wide variety of investment consultancy work, including investment strategy reviews, manager selection and effective monitoring. 

Scott’s main areas of expertise include assisting trustees of defined benefit pension schemes formulate their investment beliefs, understand their long-term investment strategy goals and develop effective investment strategies that take account of the full context of the scheme.


Scott has worked with pension schemes with a wide variety of sponsors, from different sectors, and asset sizes varying from £3 million to £2.5 billion.

Significant experience

  • Assisting trustees in formulating their investment beliefs, establishing long-term goals and considering the constraints they may face so as to facilitate effective decision making.
  • Developing targeted, bespoke investment strategies for pension schemes with a wide range of funding positions and covenant strengths.
  • Designing and implementing liability hedging strategies.
  • Manager selection, monitoring and reviewing.
  • Implementing effective monitoring solutions.

Other expertise

As well as his more traditional client responsibilities, Scott uses his skill and knowledge to bolster the firms growing fiduciary manager evaluation services and to advise pension schemes in PPF Assessment.

"We believe you personally have delivered your goals, exceeded expectations in several areas, added value and have been a welcome addition to the investment team, so thank you."
Independent trustee


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