Keith currently acts as trustee director on five DB schemes and one DC scheme ranging from £150m to £3.5bn and is chair of numerous investment committees.
Keith joined LawDeb in 2019 as a professional trustee and brings with him a wealth of experience in risk, investment and pension management and trusteeship.
Prior to LawDeb, Keith served as the Client Director of BMO Global Asset Management and as the European Pensions Director of IBM, managing an inhouse pension team responsible for assisting the IBM DB and DC schemes with all aspects of investment and pensions management. He was company nominated trustee on the IBM Ireland schemes and also spent a number of years in the US as an investment strategist for the IBM US DB plan.
Keith is a specialist in designing risk management and control frameworks for pension plans and has led a number of projects for schemes ranging from investment (asset allocation and investment manager selection), custody and administrator review and selection and set up of new DB and DC plans.
A Chartered Accountant and CFA Charter holder with an MA (Hons) in Economics and Accounting, Keith is a self-confessed history buff and an avid explorer of castles and the Welsh countryside.
What his colleagues say:
“Keith brings a wealth of experience of pensions including as a trustee. His mix of DB and DC experience and the fact he has worked with US and Irish pension schemes as well as those in the UK proves extremely helpful as we see enquiries for our services further afield.”
Michael Chatterton, Managing Director, LawDeb Pension Trustees