Gerard Francis, FIA

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 is also the investment advisor to a broad range of fiduciary and advisory clients, developing and implementing investment strategies tailored to their specific circumstances.

Gerard joined R&M in July 2019, having previously been Head of the Retirement & Investment Consulting Group at Willis Towers Watson.  In that role, Gerard combined being a scheme actuary with responsibility for investment consulting for smaller and mid-sized schemes. This included evolving Willis Towers Watson’s fiduciary management capability into a service that was appropriate for schemes of all size, not just the largest clients.  He also developed the firm’s Integrated Risk Management service, bringing together the often competing demands of funding, investment, covenant and liability management to deliver coherent strategies for clients.

Outside of the office, Gerard shares his passion for football and motorsport with his family and two children.