Meet the team

Alex is an Investment Analyst within the Momentum Consulting team, having joined in 2022. 

Alex graduated from the University of Bath in 2022 with a Master’s degree in Mathematics.  Alex is currently studying towards the CFA qualification.

Anna is a Senior analyst having joined as a graduate in 2021.  

Anna Studied Economics and Politics at the University of Bath. Anna is studying toward the CFA qualification.

David was appointed Head of UK Institutional in May 2024 with overall responsibility across consulting, delegated solutions and distribution. ​

David designed some of the first LDI trades and has built and run both advisory and portfolio management teams. He is a governance model expert, having operated across all governance frameworks.

Gary has three decades of pension and asset management experience and is responsible for distribution.

Jonathan is responsible for providing advice to institutional investors across the full investment consulting spectrum.

Jonathan joined the Momentum consulting team in 2017, having graduated from the University of Bath with a First-Class degree in Economics.

Raj is responsible for providing advice to institutional investors across the full investment consulting spectrum. He also has responsibilities for manager research and generating intellectual capital.

Raj is an expert in predictable cashflow assets, including private debt, with comprehensive knowledge of secured finance and asset-backed securities. To date, he has deployed approximately £10bn into buyout strategies across three large transactions.

Richard is responsible for advising a number of multi-billion pound UK pension schemes on all aspects of investment policy and generating intellectual capital.

Richard led the market in forward rate hedging and was appointed CIO to three multi-billion-pound schemes, including one with assets exceeding £10bn. Over the past 10 years,  MGIM has secured more than 12 mandates, each with over £1bn in AUM.