Often referred to as OCIO or Fiduciary Management (FM), our delegated solutions are designed for investors who want greater efficiency, stronger governance and improved risk management, without giving up control of long-term strategy.
We take responsibility for the day-to-day management of your investments, acting as an extension of your team, while you remain firmly in control of objectives, risk appetite and strategic direction.
Speak to our experts, explore our approach.
How we work with you
Our delegated solutions are designed for defined benefit pension schemes, charities, endowments and other long-term institutional investors seeking a more robust and resilient investment framework.
- You set the strategy
We work with you to agree objectives, funding targets, risk tolerance and long-term priorities. - We manage the day-to-day
We implement and manage portfolios on your behalf, making timely decisions as markets evolve. - Transparent governance
You receive clear reporting, robust oversight and full visibility of decisions and outcomes.
What we do
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Portfolio design and implementation |
Manager selection and monitoring |
Risk and liquidity management |
Governance support and reporting |
Transitions and rebalancing |
What this means for you |
Why choose us |
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Reduced governance burden and operational complexity Improved risk oversight and funding level stability Faster, more informed decision-making Greater transparency and accountability More time to focus on strategic priorities
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Independent and conflict-free, with no proprietary products Open architecture providing genuine best-in-class access Deep fiduciary expertise and strong governance focus Clear accountability, supported by transparent reporting |
Case studies£3.6bn OCIO Client
Acting as outsourced investment executive since 2016, we helped a £3.6bn DB scheme evolve its strategy to improve resilience, manage risk, and deliver stronger long-term outcomes. Read more > £2.7bn DB Buyout
Since 2017, we’ve advised a £2.7bn DB pension scheme, transforming a weakly funded position into a resilient, buy-in-ready strategy and helping the scheme achieve its long-term goal ahead of schedule. Read more > £400m Charity Client
We advised a £400m UK charity on a bespoke investment strategy that improved income predictability, protected its asset floor, and supported long-term sustainability. Read more>
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