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Claire Rees CFA

Associate and Senior Investment Consultant

Contact details

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.

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Contact details

Career

Claire joined the Investment Consulting team at BW in June 2023 and was promoted to an Associate in June 2024. Prior to this, she worked for Schroders Solutions (formerly River and Mercantile/PSolve), working within their DB Investment Consulting team. Claire has a first-class degree in Business Management with Finance and is a member of the Charted Financial Analyst (CFA) Institute.

Interests

Outside of work, Claire enjoys spending time with her two young children. She also enjoys going to the gym, yoga, and crafts, as well as musical theatre and singing.