Alexa Shanks will join as Head of Intermediary Relations, a newly created role, with responsibility for working with the third party evaluators (TPEs) that recommend and evaluate fiduciary managers. All three new hires join as Principals and will report to Dan Melley, Head of UK Investments at Mercer.
With over 15 years’ experience in cash flow driven investment strategies as well as local authority experience, Mr Lane joins from PWC where he led the investment practice. Highly regarded in the investment space Mr Lane is well-known for innovating investment solutions for a range of asset owners. Ms Beattie joins from Hymans Robertson where she was an investment consultant and qualified actuary. She has almost 15 years’ experience with strong journey planning, LDI and risk transfer experience. Ms Shanks joins from Invesco where she was a Consultant Relations Director and before that she served as Institutional Client Director at Insight Investment. Ms Shanks will be responsible for driving AUM growth through the TPE channel.
Dan Melley, Head of UK Investments for Mercer commented, “I’m delighted that we have been able to attract such high calibre talent. Adam and Jemma bring strong cash flow driven investing experience that our maturing defined benefit clients increasingly use to achieve their end game objectives. Alexa brings experience and rigour to our fiduciary management relationships with the third party evaluators. All three appointments position us well for our growth trajectory in both investment advisory and delegated solutions.”
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