Meet the team

Alex supports the advisory, manager research and portfolio management teams.

Alex joined the Momentum consulting team as a graduate in 2022. He holds a Master’s degree in Mathematics from the University of Bath and is a CFA charter holder. 

Anna supports the advisory, manager research, and responsible investing teams, working across UK institutional clients.

She joined the Momentum consulting team as a graduate in 2021. Anna holds a BSc in Economics and Politics from the University of Bath and has passed CFA Level I and Level II.

David was appointed as Head of UK Institutional in May 2024 and is responsible overall for investment consulting, delegated solutions, and distribution. A recognised expert in pension and wider multi asset investment strategy and governance, he was an early innovator in both the LDI and Fiduciary Management markets.

He has built and led high-performing advisory and portfolio management teams and is widely respected for his guidance to boards and trustees on effective governance. David brings a strong record of innovation and delivery.

Fraser is responsible for providing advice to institutional investors across the full investment consulting spectrum. He also heads up the UK institutional manager research team.

Fraser joined the Momentum consulting team in 2017, having graduated with distinction from the University of Edinburgh with a Master’s degree in Finance and Investment.

Gary has worked in pensions & investments for 30 years in various roles. 

He undertook prominent roles at major institutional investors including; Unilever, Railpen, and Shell (most of which was spent in the Netherlands at Shell Asset Management Company). More recently, he has worked very closely with Trustees and Finance professionals to understand the needs of UK pension funds taking them to full funding and beyond.

In addition to his role at Momentum, Gary is also a Trustee of the Church of Scotland Pension Schemes.

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.