Dan Brady FIA

Dan has spent more than 10 years in investment consultancy, working with a range of asset owners of varying sizes, from under £10m to over £500m. He takes an enthusiastic approach to working with his clients, stemming from his passion for helping people to understand and solve complex challenges.

His expertise includes working closely with clients to understand their aims, beliefs and constraints, and then setting long-term investment strategies that take this into account.  He is a strong believer that there is no "one size fits all" investment strategy, even for investors in similar situations, which leads to him taking a tailored approach with his clients.

He has experience working with clients to implement their investment strategies, helping them to understand and select investment managers and funds that are best suited to them so that they can feel confident with the strategy they are putting in place.

Dan works with clients to implement monitoring frameworks for their investment strategies, to identify opportunities for improvement or risk management.

Significant experience

• Designing and implementing investment strategies.
• Manager selection and implementation, including sustainable and Impact investments.
• Communicating complex investment topics in an easy-to-understand way

Other expertise

• Designing and monitoring Liability Driven Investment (LDI) solutions for Defined Benefit schemes.
• Aligning investment strategies in preparation for bulk annuity transactions.