Our people Tom Robertson
 

Tom Robertson

Asset servicing advisory and benchmarking
Managing Director (UK & Europe)
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Meet Tom
Tom’s thinking

Tom leads the firms Asset servicing advisory and benchmarking activities across the UK & Europe.

In addition to his managerial responsibility, Tom also consults with several key strategic clients across the UK and Europe on all aspects of their relationship with their chosen TPA.

Expertise

Custody and treasury services

Foreign exchange

Fund accounting

Investment operations

Fee benchmarking

Custody contract review

Custodian capabilities review

Custodian search and selection

Recent client work

  • leading Custodian Selection process on behalf of a major UK Defined Benefit Pension Scheme
  • in depth review of existing custodian arrangements on behalf of a major defined benefit pension scheme of a retail bank
  • leading the search for a depositary, custodian and fund accountant on behalf on a LGPS authorised contractual scheme
  • leading custodian selection process on behalf of major UK LGPS pension scheme

Interests

Outside of work Tom enjoys golf and fly fishing.

 

Viewpoint: Global custody for pension schemes – are you paying more than your neighbour?

“Pension schemes take a highly sophisticated approach to managing their assets. Their approach to managing their advisers and service providers has become more sophisticated, too, but there is more that can be done.”
 –  Published May 27, 2022

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