Simeon Willis joins Xafinity Punter Southall as Chief Investment Officer

Xafinity Punter Southall, the largest pure pensions consultancy in the UK specialising in pensions actuarial, investment consulting and administration services, announces the appointment of Simeon Willis as Chief Investment Officer. He joins from KPMG where he was a Director and Head of Investment Strategy.

Simeon will be responsible for Xafinity Punter Southall’s client tailored strategic asset allocation advice and manager research across all asset classes enabling clients to make the most of their investments. He will also be spearheading innovative and market leading investment research across the investment team for all clients to benefit from.

Simeon has 16 years’ experience advising trustees and corporate sponsors of pension schemes on strategic investment matters. At KPMG he was responsible for overseeing all investment research across the UK team as well as being a client consultant to medium to large pensions schemes. He is a specialist in risk management techniques including liability driven investment and capital markets.

Patrick McCoy, Head of Investment at Xafinity Punter Southall said “The strength of any consulting business is only as good as the people it can recruit and retain. I worked with Simeon for 10 years and know just how good he is at developing thinking and advice that really adds value to clients. I am delighted he is joining the team we have put together following the merger of Xafinity and Punter Southall.”

Click to view all articles for the EPIC:
Or click to view the full company profile:
    Share on facebook
    Share on twitter
    Share on linkedin
    Xafinity Plc

    More articles like this

    Xafinity Plc

    PPF Clarifies Expectations for CVA Proposals

    The Pension Protection Fund (PPF) has published new guidance on Company Voluntary Arrangements (CVA) with the aim of explaining the approach that employers and their advisors should take when presenting a CVA to the PPF.  A CVA is a voluntary

    Xafinity Plc

    Transfer values rise during May

    Pension transfer values as measured by the XPS Pensions Group (formally Xafinity) Transfer Value Index fluctuated during May 2018, with an overall rise during the month.  The index was £232,000 at the end of April and £234,000 at

    Xafinity Plc

    Great pricing opportunities for Buy-in/Buy-out

    In recent years there has been a marked increase in bulk annuity transactions: buy-in and buy-out transactions between 2014 and 2017 totalled just under £50 billion and 2018 could be a record-breaking year. This briefing note explains why

    Xafinity Plc

    Xafinity PLC Trading Statement

    Xafinity plc (LON:XAF), the pensions actuarial, investment consulting and administration business, today issued a trading update following the Group’s financial year end on 31 March 2018. Following the announcement of Interim Results on 7 December 2017, the Group has continued