Steve Wright, Fia Email & Phone Number

London, England, United Kingdom

I am a consultant within the Investment Advisory practice at Isio, focussing on providing independent oversight of fiduciary managers. I have a comprehensive understanding of the fiduciary market and the key providers. I help clients to select, review and monitor their fiduciary managers.

London, England, United Kingdom

• Client Director for LGIM’s portfolio of UK DB pension scheme fiduciary clients.Provided leadership on each individual client on their complete L&G journey from onboarding, KYC checks, negotiating legal documentation.
• Demonstrated exceptional client relationship management skills to help establish LGIM as each client’s trusted long-term investment partner and ensure the retention of clients.
• Used superior communication and interpersonal skills to ensure multi-dimensional relationships were built and maintained across all key client stakeholders and influencers. Listened to clients, understood board.
• Maintained detailed technical knowledge of UK pension scheme investment, risk management, ESG focused strategies, market conditions and the regulatory landscape.
• Regarded by clients as their trusted expert and presented at update and review meetings. These meetings covered fund performance, funding level progression, and asset classes such as multi-asset, liability driven.
• Coached new members of the client team so that they could take ownership of fiduciary client related queries.

London, England, United Kingdom

• Client Director in LGIM’s Strategic Team. Managed LGIM’s relationship with a portfolio of large institutional clients. The clients were DB, DC and charities that invested in a wide range of asset classes, including.
• Developed a detailed knowledge of each client and their specific needs to help broaden and strengthen relationships and establish a long-term business plan for each client.
• Demonstrated critical thinking to recognise potential threats of loss and implement plans to avoid or reduce losses and maximise retention of existing client revenue.
• Proactively identified new business opportunities to grow existing client revenue. Led on many successful new business pitches.
• Utilised outstanding communication skills to write and present client meeting packs and training material.
• Prioritised, directed and delegated a wide variety of complex client queries to different parts of the business to ensure timely responses and excellent client service levels.

Farnborough, England, United Kingdom

• Senior Investment Consultant responsible for advising a portfolio of DB and DC pension scheme trustee clients on their investment strategy and managing the associated risks.
• Prepared and presented advice papers for clients, explaining complex investment and financial issues to trustees, some of which had minimal investment knowledge. Highly developed mathematical and analytical skills were.
• Managed and developed five Investment Analysts in the Farnborough investment team. Successfully helped two Investment Analysts gain promotion.

Farnborough, England, United Kingdom

Harrow, England, United Kingdom

Southampton, England, United Kingdom

Southampton, England, United Kingdom

Southampton, England, United Kingdom