Everything we do is underpinned by a clear set of values:
We Set the Standard
Our innovative work with industry has created a standardised approach to assessing fiduciary manager performance, putting trustees in control.
We Research Relentlessly.
Our research never stops. We’re continuously monitoring and assessing the performance of key investment consultants and fiduciary managers.
We Offer Candid Insight.
We go beyond mere ‘research’, to offer clear, actionable, insight and opinion, gleaned from over 100 years’ investment experience.
We’re Fully Independent.
We believe that independent evaluation is essential.We never compete with the firms we research, avoiding any conflict of interest.
We Don’t Multitask.
We’re the only UK organisation to focus solely on selecting and monitoring investment consultants and fiduciary managers, giving us unparalleled depth of expertise.
Roger is the Founder Director of IC Select. He has 38 years’ investment experience. For the last 16 years of his career he has specialised in the oversight, assessment and selection of investment advisers and fiduciary managers.
His earlier career was in fund management where, he held senior positions as head of strategy, head of equity investments and latterly as a main board director of a major fund management company. He has a degree in Mathematics and Economics from Durham University.
Peter is the Managing Director of IC Select having joined the business in October 2014. Prior to this, and for the last 20 years, he held senior positions with a major fund management company, latterly as head of the institutional business.
Peter has over 35 years’ experience in investment management and broader financial services in the UK and overseas. He chairs the Royal London Independent Governance Committee and has an MBA from Edinburgh Business School, Heriot Watt University.
A pensions and investment professional with 30 years’ experience of investment markets, fiduciary management and working with pension schemes. His recent experience, prior to joining the business in 2018, both as a professional trustee and working in fiduciary management, provides an insight into the current thinking and actions of UK pension funds and investment consultants.
He is a qualified chartered accountant, who has held senior positions across pensions and investment firms and brings a commercially pragmatic, strategic mind-set to problem solving.
John is a pensions and investment professional with over 30 years’ experience in a combination of actuarial work, investment strategy development and client relationship management.
Starting in actuarial research and moving to client facing roles in investment consultancy and actuarial services firms, John is working with our analysts to deepen our research insights, as well as assuming client responsibilities. John joined IC Select in June 2019.
Anne-Marie joined IC Select in May 2020 having previously worked for over 20 years as an investment professional at a leading asset manager, the last 12 of these as a fixed income and multi asset product specialist. As a trustee herself she understands first-hand the intricacies and challenges that pension schemes face. Anne-Marie is a CFA charterholder.
Andy joined in 2019 and brings knowledge and expertise in investment operations and transitions. He is an operations specialist with over 30 years’ experience in investment operations at major asset management firms. He specialised in transition, client onboarding, product launches and business integration. He held senior leadership roles in middle office, supporting portfolio management and trading as well as managing relationships with market counterparties, custodians, and administration providers.
Ceri is an Analyst for IC Select. She joined the company after graduating with a degree in Mathematics from Heriot Watt University in 2017 and holds the Investment Management Certificate (IMC).
Nathaniel is an Analyst for IC Select. He joined the company in 2019 after graduating with a degree in Chemical Engineering from Edinburgh University and holds the Investment Management Certificate (IMC).
Jenkins is an Analyst for IC Select. He joined the company in 2019 after graduating with a degree in MA(Hons) International Business and Finance from the University of Dundee and holds the Investment Management Certificate (IMC).
Emily is an Analyst for IC Select. She joined the company in 2020 after graduating with a degree in Msc Investment Management and is currently an Investment Management Certificate (IMC) candidate.