Neil Davies FIA CERA

Neil is our Head of Specialist Investment Advisory services, focussing on advice to charities, endowments, foundations, family offices, insurers and carrying out specialist manager selection exercises. He also advises a range of UK businesses on investment matters relating to their pension schemes.

He has expertise in a range of investment and actuarial work including objective setting, asset allocation advice, governance issues, and manager selection and monitoring.

Neil takes an enthusiastic and proactive approach to managing his clients. He aims to provide clients with advice which offers clear direction to assist in making a decision.

He enjoys helping to make complicated technical issues clear to clients, and spends much of his time considering how to tailor his advice to fit each clients’ circumstances. Working in collaboration with different parties is also key – engaging with trustees (or investment committees) and other stakeholders (such as sponsors and charities) generally leads to better outcomes.

Significant experience:

• advice to clients ranging in size from £1 million to £3 billion
• specialist investment manager selection work for a listed investment trust
• strategy and ESG policy advice to charities
• expert witness support in the case of IBM UK Holdings and another v Dalgleish and others [2014]

Other expertise:

In June 2014 he represented Barnett Waddingham and the Institute & Faculty of Actuaries as a visiting lecturer to KNUST (university) in Ghana.