We provide comprehensive, innovative, client focused investment consultancy services to Trustees, Employers, Charities, Local Authorities and Universities.  

Scheme members benefit most when their scheme has strong governance, with trustees, sponsors and their advisers working as a partnership to ensure benefits are paid as promised.

Strategic decisions are of paramount importance; time and resources spent here will contribute far more to achieving the best results than anywhere else. We believe the best strategic decisions are made by trustees who actively challenge and debate issues with their advisers. This leads to engaging discussions which drive our enthusiasm for our work.

We enjoy what we do and we aim to bring this enthusiasm to our discussions with you.  We work as a team with the trustees and sponsors, negating conflicts of interest, real or perceived, so that objectives are met efficiently. We hope that you can, as much as is possible, enjoy setting, monitoring and discussing your investment strategy with us.

Marcus Whitehead, Partner and Head of Investment Consulting, talks about the current investment landscape.

“Bosch UK have worked with Barnett Waddingham for many years, helping to re-organise and consolidate our UK defined benefit pension schemes Barnett Waddingham have also helped us to develop investment strategies, which maximise returns while minimising risk and effectively administering the schemes to the mutual benefit of pensioners, members and the Company. The quality and service levels shown by Barnett Waddingham are an excellent fit with the Bosch brand, and they are regarded as professional business partners.”

Andrew Castle
Robert Bosch (UK) Holdings Ltd.