Steve heads up the Investment solutions business within Investment advisory. Steve provides solutions for our clients in transitioning their investments. This involves analysing the costs and approach, advising on implementation, risk management, governance and reporting.
Steve formally managed the transition management businesses at JP Morgan, ABN Amro, Credit Suisse and latterly State Street up until 2016.
Recent client work
- provided transition implementation for a UK LGPS moving from global listed assets to global multi asset credit
- provided transition manager selection, oversight and reporting for a €5bn transition of emerging market equities for a Dutch fiduciary manager
- provided transition implementation strategy and cost verification for a UK Insurer restructuring their DC funds asset allocation
- provided forensic post transition event analysis of $1bn active equity transition for a UK LGPS Pool Operator
- provided transition advisory, cost analysis and reporting to a UK LGPS Pool Operator making manager changes to their funds