DWA was founded in 2009 to provide Defined Benefit and Defined Contribution pension schemes with a fresh approach to delivering investment advice. Our approach is based on plain talking, pragmatic advice delivered by experts in manager evaluation and selection.
We recognise that every client is different and faces different challenges, dependent on their structure and circumstances. That is why we tailor our advice. We are committed to adding value by focusing on the critical issues facing our clients. We provide outcome-based solutions – ensuring alignment of the interests of investment managers with those of our clients – we believe these deliver the best possible results for pension schemes. We prefer to work on performance related fees, ensuring that our interests are closely aligned to those of our clients. We take a long term view of relationships with our clients, focusing on their strategic objectives and constructing portfolios which provide innovative investment solutions that make a real difference to them.
Our clients include Defined Benefit and Defined Contribution pension schemes, pensions Master Trusts, charities and asset managers.
We view all our clients individually, appreciating that they need investment solutions specific to their own schemes. We are also committed to providing smaller schemes with the same quality of advice and level of client service that many investment advisers reserve for their largest clients.
We have not lost a client since inception and are delighted to work with the following institutions:
Multi Employer DC Pension Schemes
Underlying employers include Marks & Spencer, Sainsbury, Debenhams, Ladbrokes, Arcadia, Mothercare, ASDA, the Co-operative Group, SPIE Matthew Hall and Skanska.
Advisor to L&G IGC, oversight of several insurers under PTL GAA and Johnson Fleming