Key senior appointments strengthen investments team

In a significant move to enhance our services and expand our client base, we are pleased to announce key appointments in our investment and insurance teams, alongside the launch of a new family office advisory service.

The senior appointments in our Insurance & Longevity Consulting and Investment Consulting teams have been made to reflect recent success in winning new clients, which provides the opportunity to invest further resource to enhance our ability to deliver for clients with bespoke solutions to improve returns and manage risk. 

The family office advisory service will provide a new way for families to think about their strategies, helping clarify their objectives, and to then implement cost-efficient ways to invest the assets. 

Simon Clark was recently appointed as Head of Family Office. Simon’s role includes developing the services to support family wealth. Simon has worked with families globally, assisting them with their investment requirements from conventional asset management, through to project finance and corporate finance.

Meanwhile, Matthew Gold has been named as Head of Charity & Endowment Investment, leading our strategic thinking on investment consulting proposition to charities, endowments, and foundations. 

Working alongside Craig Turnbull and Wan Heah, Partners within the Insurance & Longevity Consulting team, will be Chris Handley and Chris Pritchard, who take on the role of Co-Heads of Insurance Investment, providing expertise on investment strategy and manager selection to further strengthen our strategic thinking on investment consulting for insurers.

The internal promotions of Principals Matthew Gold, Chris Handley, Chris Pritchard and the external hire of Simon Clark, who all sit under the leadership of Partner and Head of Specialist Investment Advisory (SIA) Services, Neil Davies, sees the formation of the SIA team.

All five members of the SIA team bring with them vast experience advising clients on long-term objective and strategy setting, risk management and manager selection, as well as ongoing governance and performance monitoring support.

Neil Davies, Partner and Head of Specialist Investment Advisory services, said: “We are delighted to announce these new key appointments which truly cement a first class offering to our clients, as well as the creation of a new family office advisory service.

“Barnett Waddingham is already a trusted advisor to charities, endowments, foundations, and insurers, helping our clients develop tailored investment solutions. Our position as an independent consultant with no asset management products to sell makes us an ideal partner for clients who want an unconflicted advice on their objectives, strategy and implementation.”