Gerald Wellesley

Client feedback

“In my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find PSGS has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.”

Katherine Dandy,

Partner at Sackers & Partners

“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”

Mark Assinder,

Bouygues

“PSGS were overall more professional than others.”

Paul Staniland,

Kier

“In any major corporate transaction, time is of the essence. PSGS's pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”

David Wilman,

CFO at Survitec Group

“The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.”

Jean-Paul Gobel,

Heerema

“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”

Bruce Allison,

RTUK

Client Director

Professional trustee

Contact Gerald

Reading

Tel 0118 207 2925

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Role

Gerald acts as professional trustee to both defined benefit and defined contribution clients.

Background & experience

Gerald has nearly 40 years’ experience in finance and 15 years as a pension trustee. He acts as chair of trustees, sole trustee and co-trustee on a variety of defined benefit and defined contribution schemes, including master trusts. He is also a member of an Independent Governance Comiittee (IGC).

Gerald started his career in New York as a management trainee at The Bank of New York (BNY). He moved into corporate banking, before progressing his career in London 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. He later became Head of European Pensions at BNY Mellon, which provided him with broad experience in the strategy, investment and financial management of pension schemes across the UK, Europe and Scandinavia.

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, accredited professional trustee

Areas of specialism

investment strategy
governance
scheme mergers
investment manager reviews
master trusts
fiduciary manager selection

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