Broadstone has appointed Daniel Broad to be a senior investment consultant at the company’s consulting and actuarial division.
Prior to joining Broadstone, Broad worked as a director at Isio where he prepared and delivered research-led, independent investment advice to institutional investors, including defined benefit pension scheme trustees and sponsors. This research helped shape strategic investment decisions for clients in order to deliver optimal outcomes.
In his new role, Braod will at lead on strategic research to deliver and improve investment solutions for clients. He will also be responsible for increasing the team’s presence in Manchester and the North of England.
Broadstone is now an adviser to over 400 trustee boards, including pension schemes and sponsors, charities, insurers and private clients.
The investment consulting division works to deliver independent, bespoke advice covering a broad range of areas including setting strategic objectives, risk modelling, ESG, implementation and monitoring.
Broadstone head of investment consulting Marc Devereux says: “[Broad] has extensive experience working within the investment consulting market. His deep understanding of the challenges our clients face support our desire to improve outcomes for clients. He will no doubt continue to help us deliver high quality advice to our clients and further Broadstone’s reputation in the market.”
Broad added that he was excited to be part of a dynamic, ambitious organisation and looked forward to contributing to Broadstone’s continued growth.
