Maggie is an experienced Trustee in the pension and charitable sectors and has a background in investment management. As an asset manager she has wide-ranging experience running institutional pension client portfolios, after leaving asset management, she established a successful training consultancy to provide investment training to a variety of investment and business professionals. Clients included government departments, regulators, central banks and most of the investment firms in the UK and overseas, as well as administrators and data providers.
Experience that combines investments and training is especially valuable as a member of a Trustee Board whether considering asset allocation, manager selection or de-risking strategies, including LDI.
A leading committee member for over 20 years on the IIMR Investment Management Certificate Exam Panel and Examinations Committee. Maggie is a Fellow of the Society of Investment Professionals (FSIP), a member of the Chartered Financial Analysts’ Institute UK, the APPT and the Pensions Management Institute.
Every year we host a number of seminars through Pi Consulting.