Gerald acts as professional trustee to both defined benefit and defined contribution clients.
Gerald has over 35 years’ experience in the finance industry, starting in New York as a management trainee at The Bank of New York (BNY). He moved into corporate banking, before transferring to London to progress his career in management roles at BNY and Société Générale.
In 2005, Gerald led an HR team of over 50 at BNY and became a trustee of their hybrid pension scheme. This led to further involvement in pensions, culminating in being named Head of European Pensions at BNY Mellon, a global leader in asset management and asset servicing.
Gerald joined us in 2014. His experience in investment and covenant matters brings very relevant skills to the challenges facing UK pension schemes today. He is a regular speaker at industry events.
Gerald is an adventurous type, having sailed the Pacific Ocean and co-led an expedition of students to the summit of Mount Kilimanjaro. As you do, in your spare time...
Qualifications: BA from Williams College, MA, PMI Level 3 Award in Pension Trusteeship DB/DC
“Regulated apportionment arrangement (RAA)”
6 Nov 2019
This regulated apportionment arrangement (RAA) case study looks at one of the most complex distressed employer pension cases we’ve seen. It...
“Fiduciary manager selection ”
14 Oct 2019
This case study looks at how our independent fiduciary manager selection process helped the pension trustees gain valuable knowledge and increased...
“Five key considerations when selecting a master trust pension scheme”
4 Oct 2019
Choosing the right master trust is perfectly achievable if you have clear objectives and requirements. Read Clare Owen's REBA article to help...
