United Kingdom

Fiduciary Management Advisory 

Fiduciary management (FM) typically involves the delegation by pension scheme trustees of some investment responsibilities to a fiduciary manager . It aims to better utilise trustees’ limited time and allow decisions to be taken and implemented more quickly with clear accountability. The extent of the delegation varies, but we typically define the FM market as being those mandates where 100 percent of the scheme assets are fully delegated to the fiduciary manager, with an objective to manage these against liability or funding level targets.
KPMG has no fiduciary management operations and we have no plans to establish any. We are therefore able to offer truly independent advice to our clients. As a result, we have emerged as a UK market leader for providing advice on the appointment and monitoring of fiduciary managers. As a full service investment advisor, we have an advantage when advising on fiduciary managers as we have the skills and understanding to fully assess their capabilities.

 

With FM being an increasingly hot topic in the news and more trustees recognising it as a viable solution for their schemes, we were delighted to win the Financial News Award “Specialist Investment Consultant of the Year” in 2012. This recognised focus and innovation within our fiduciary advisory business. We remain committed to evolving and improving market standards through the release of our annual FM survey.

 

 

2013 KPMG UK Fiduciary Management Market Survey

    For the third successive year KPMG has conducted a comprehensive survey of the core UK fiduciary management providers to assess the current market for FM and development of UK defined benefit pension scheme market trends.

     

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Contact us

Patrick McCoy

Patrick McCoy

Partner

KPMG in the UK

020 7311 2393

patrick.mccoy@kpmg.co.uk

Alex Koriath

Alex Koriath

Head of Research

KPMG in the UK

020 7694 1902

alexander.koriath@kpmg.co.uk

Investment Advisory Brochure

This brochure gives brief descriptions of our work with a selection of clients and illustrates the three guiding principles of KPMG's Investment Advisory practice:


  • Client centric ideas
  • Proactive thinking
  • Clear direction

 

  • Download PDF (505 KB)

Investment Advisory e-alert

KPMG Investment Advisory's 'e-Alert' is a regular digestible communication which provides an overview of the latest investment topics and relevant monthly market data.

 

Financial News Awards

KPMG named Specialist Investment Consultant of the Year 2012

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