Dan Brady FIA

Associate and Investment Consultant

Dan joined Barnett Waddingham in 2014 and works as an investment consultant advising the trustees of schemes ranging from <£10m to £500m. He has a wide range of experience in setting long-term investment strategy, investment risk management, manager selection, and monitoring.

Dan works primarily with the trustees of UK defined benefit pension schemes, helping them to set investment strategies that increase the likelihood of achieving their objectives.

Dan has experience working with a wide variety of clients, ranging in size from a couple of million to upwards of £500m in assets and plenty in between.


Significant experience

  • Reviewing investment strategies for schemes in a range of circumstances.
  • Designing and monitoring LDI solutions.
  • Manager selection and implementation.
  • Aligning investment strategies in preparation for bulk annuity transactions.

Other expertise

  • Work with UK defined contribution schemes.
  • Working with university endowment funds.

Insight

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