Press Release 2012-02-03

AllenbridgeEpic Investment Advisers Limited (AllenbridgeEpic), a leading investment adviser to UK pension funds, is pleased to announce that John Arthur has joined its team as a Senior Adviser.

John has over 25 years’ experience within the defined benefit pension industry, most recently as Director of Client Services at Aerion Fund Management and previously as a Fund Manager covering UK and international equity markets.

At Aerion Fund Management, the in-house Fund Manager for the £14bn National Grid UK Pension Scheme, he was responsible for communicating directly with the Scheme’s Trustees, advisers and Secretariat regarding all investment matters, including long term strategy for matching the Scheme's liabilities and managing the scope and terms of agreement with investment managers. During this time, John was also a member of the Investment Group responsible for agreeing all investment processes used within Aerion and a Member of the Management Committee of the in-house Fund Manager.

As Investment Director of International Equities, he was responsible for a team of investment professionals managing £2bn in overseas (ex UK) equities and directly managing a portfolio of £1bn in European equities..

Karen Shackleton, Chief Executive of AllenbridgeEpic, said:

"We are delighted that John is to join us as a Senior Adviser. He brings extensive experience of institutional investment - both in the UK and internationally - and of trustee relationships. He will provide valuable insights at our internal monthly debates on markets. Our investment advisory service is currently seeing significant interest, and we anticipate that John will act as independent adviser to both local authority and larger corporate pension schemes."

John Arthur said:

"I am very pleased to be joining AllenbridgeEpic and look forward to working with their talented panel of independent investment consultants. I was especially attracted by the nature of their tailored investment advisory service for pension schemes, including for FTSE 250 companies and funded public sector pension schemes."

Notes for Editors

About AllenbridgeEpic Investment Advisers Limited
AllenbridgeEpic Investment Advisers Limited was established in 2002 and is based in London’s Mayfair, with representative offices in Glasgow and Lancaster. It provides independent investment experts who have all held senior positions in the investment industry to advise local government (LGPS) and corporate pension schemes, charity trustees, investment committees, pension managers and sponsors on investment-related issues.
 
The services it provides to pension fund clients in the public and private sector include:

  • Developing and reviewing investment policy
  • Assisting with long-term strategy and benchmarking
  • Informing discussion and assisting with technical concepts
  • Refining market timing
  • Monitoring and reviewing investment managers
  • Strengthening trustee governance
  • Reviewing and monitoring the scheme’s Statement of Investment Principles
  • Advising on LGPS specific governance and compliance regulation
  • Constructively challenging Fiduciary Managers and Implemented Consulting relationships
  • Providing bespoke trustee training
Mandates from large local authority pension funds and leading FTSE index constituents have built assets under advisement to £29 billion. Clients include Dorset, Derbyshire, North Yorkshire, Durham County Councils, Islington and Hounslow Borough Councils, Hays Group, Fullers and DS Smith.
 

For further information, please contact:  

Karen Shackleton, Chief Executive, AllenbridgeEpic Investment Advisers Limited
Direct line: +44 1524 389326
Mobile: +44 7939 120710
Exchange: +44 20 7409 1111
E-mail: karen.shackleton@allenbridgeepic.com

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