Our Services

Our Services

Allenbridge’s uncompromising independence, our focus on supporting and advising our clients (and not selling products), along with the depth and collegiate approach of our team, gives us confidence that we can deliver the best possible service and outcomes for our clients.

Our Investment Advisory service provides you a senior independent experienced individual to act as your trusted independent adviser. Our core belief is that the best outcomes stem from an honest unconflicted and unconstrained approach to providing advice. We take great care to ensure that our advisers are not conflicted when providing advice to clients..

Our services include:

  • Developing and reviewing investment policy.
  • Input into asset allocation decisions.
  • Constructive monitoring, review and selection of investment managers.
  • Due Diligence of complex investments.
  • Fiduciary manager oversight.
  • Providing general or tailored trustee training courses.
  • Advising fund sponsors on Pension Fund issues.

The advantage of working with an Allenbridge Adviser:

    • You get the Senior Adviser of your choice, providing you independent advice, supported by their colleagues, a team of analysts and our institutional knowledge base of our company, but unconstrained by “the house”. Allenbridge does not sell products and does not impose a house-view on Advisers, the advice you receive is your adviser’s the best judgement, fully tailored to your requirements.
    • Your adviser will always have a named alternative (acting as a back-up to your adviser) continuously apprised of your situation.
    • All written advice must go through our governance process and is subjected to a peer review and compliance review.
    • Our Senior Advisers are all registered with the FCA and are “Approved Persons” (CF30).
    • Our Advice is covered by our umbrella Professional Indemnity Insurance.

For further information, please contact info@allenbridge.com

Allenbridge is an independent entity focused on investment advice. Our team of investment experts value that independence highly as it enables them to be client focused and put your requirement first.

Our services include:

  • Acting as trustee board member or chair.
  • Acting as committee member or chair (particularly investment and/or risk committees).
  • Acting as sole trustee.
  • Providing governance advice or helping set up governance and reporting structures for the trustees.
  • Providing trustee training on technical investment or governance topics.

The advantage of working with an Allenbridge Adviser:

Our team all have prior experience at a senior level within the investment or pension fund industries giving them a deep understanding of the issues facing pension funds (they are FCA registered). Having previously worked at management and/or board level or been trustees of pension funds or charities, they are experienced at working with senior boards or committees defining desired outcomes, building consensus and helping to develop best practice.

We have knowledge of working with all types of occupational pension scheme including DB, DC, and hybrid schemes, master trust and governance committees. We also offer Governance Advice within the pension funds area, please click on the next tab (above).

For further information, please contact info@allenbridge.com

 

Allenbridge has increasingly offered governance advice and guidance to our clients, from small family office to very large corporate pension schemes. Givern their seniority and depth of experience, our Senior Advisers are adept at navigating complex compliance environments, the conflicting needs of stake holders and/or local government policies and procedures. Their seniority and depth of experience

Our services include:

  • Acting as an independent pension board chair or member for LGPS.
  • Advising the pension fund officers, the trustee Board or Scheme Secretary on governance matters.
  • Providing pension fund related governance advice to the CFO or Pension Manager of company schemes.
  • Evaluation of your governance structure and recommendation of how to improve, including Myners Review, etc.
  • Review of contracts and relationships with third parties.
  • Fee negotiations.

The advantage of working with an Allenbridge Adviser:

Our team all have prior experience at a senior level within the investment or pension fund industries giving them a deep understanding of the issues facing pension funds and sponsors. Having previously worked at management and/or board level or been trustees of pension funds or charities, they are experienced at working with senior boards or committees defining desired outcomes, building consensus and helping to develop best practice.

For further information, please contact info@allenbridge.com

Our Transition Management and Transaction Cost Advisory service provides you with the tools and resources to ensure that transition events are executed smoothly and the explicit and implicit costs of all portfolio changes are minimised. Our core belief is that the best outcomes stem from an honest, unconflicted and customised approach to providing advice. In so doing, we seek to help our clients make better investment decisions consistent with their fiduciary responsibilities.

Our services include:

  • Transition Manager Selection.
  • Transition Management Advisory & Oversight.
  • Transition Management Cost Analysis and Reporting.
  • Transaction Costs Analysis.

The advantage of working with an Allenbridge:

  • Our team is led by a seasoned transition management professional with over 16 years’ experience.
  • Leading Transiton and Transaction Cost Analysis.
  • Qualitative assessment of transition events – pre, during and post.  Identifying the right transition provider, monitoring their progress against targets and analysing their reporting requires experience that asset owners rarely have access to.
  • As Allenbridge is purely an advisory firm, there is no conflict for asset managers in providing the detailed confidential data that is essential to conducting a full cost analysis (particularly implicit costs).
  • A flexible alternative to an internal fixed cost capability.
  • Allenbridge can analyse transition management events ex-post and if identified, seek remediation on behalf of our clients.
  • All written advice must go through our governance process and is subjected to a peer and compliance review.
  • Our Senior Advisers are all registered with the FCA and are “Approved Persons” (CF30).
  • Our Advice is covered by our umbrella Professional Indemnity Insurance.

For further information, please contact info@allenbridge.com