James has ten years of experience working with defined benefit pension schemes, and in helping them understand their options for long-term objectives and what journey plans make sense for them. Prior to joining R&M, James worked in the investment advisory team at KPMG where his work included helping pensions trustees select and evaluate their fiduciary…

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Gerard has responsibility for the delivery of services to clients, ensuring appropriate investment strategies are in place, client teams are suitably resourced and high levels of client satisfaction are maintained. He also leads the development of the firm’s strategic thinking, particularly around Integrated Risk Management, long-term funding targets and innovative ways to manage risk. Gerard…

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Ross has responsibility for the delivery of services to our Solutions’ clients, ensuring appropriate investment strategies are in place, client teams are suitably resourced and high levels of client satisfaction are maintained. Ross is also a member of the Investment Strategy Committee which leads thinking on the investment strategy ideas to be brought out to…

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As Head of Client Business Development, Niall focuses on new business and retenders across DB pension schemes, DC pension schemes and master trusts. In this capacity Niall is involved with the majority of our Solutions clients, but in addition leads the teams advising key clients. These include clients for which we act as investment consultant…

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Since joining R&M in 2010, Adam has worked on the team responsible for delivering our fiduciary management service. Today Adam co-manages the Manager Research process at within our Solutions division, ensuring the regular and detailed monitoring of client portfolios and underlying fund allocations as well as on-going research into new investment products and strategies. Adam…

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Patrick chairs the R&M Solutions’ Multi-Asset Committee, which makes the asset allocation, manager and fund selection decisions within our fiduciary clients’ growth portfolios. He also sits on our Macro and Global Investment Committees which together determine our house views on market conditions, asset classes and overall risk appetite that are central to the decisions that the…

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Tom Cassara is a Managing Director in R&M’s New York office and Head of the US business. In his role he consults with institutional clients across the investment and actuarial spectrum. This includes defined benefit, defined contribution, not for profit and retiree medical. Tom works with clients to bring his 30 years of experience across…

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Ross works with DB pension schemes ranging in size from £50m to £5bn. He is also a member of our Investment Strategy Committee, responsible for developing our house approach to strategic advice for DB clients. He is a qualified actuary and holds a degree in Mathematics from the University of Warwick.

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