Claire Rees CFA

Claire’s primary role is to provide investment advice to trustees of defined benefit (DB) pension schemes.

She advises on all aspects of investment strategy, including strategic asset allocation, journey planning, and risk management strategies.

Claire is also a member of BW's Client Delivery Team, responsible for ensuring quality of advice across the business, as well as of the Business Development Team.

Significant experience:

• Ten years experience working with trustees of DB pension schemes.
• Setting long-term investment strategies, investment manager selection, cashflow management and portfolio rebalancing.
• Designing and implementing de-risking trigger strategies, enabling trustees to meet their long-term funding objectives.
• Considering endgame objectives.