Michelle Bellwood FIA

Michelle has significant experience in providing investment advice to a wide range of pension schemes, charities and other investors, and plays a key role in Barnett Waddingham's family offices, endowments and foundations team.

She advises her clients across multiple asset classes, and her experience has also enabled her to be the trusted adviser to several clients with niche, illiquid investment strategies. She has also developed particular expertise in  assisting trustees achieve their long-term funding objectives via the careful tailoring of their hedging portfolios.

An Actuary by profession, Michelle has worked within investment consultancies, fiduciary managers and hedge funds, carrying out fixed income and credit research for a large global hedge fund of funds, as well as a range of consulting work. She has gained experience across asset classes and regions, working with a diverse range of investors.

Significant experience:

• Investment consulting advice to pension schemes and charities with combined assets of around £1 billion.
• Advice in relation to setting long-term investment strategies, investment manager selection and monitoring, cashflow management and portfolio rebalancing.
• Setting and implementing trigger-based de-risking strategies enabling trustees to meet their long-term objectives.
• Advice in connection with liability driven investment and other forms of asset/liability management.