Services
Practical advice, built to be governed.
We provide tailor-made, practical investment advice to Defined Benefit and Defined Contribution pension schemes, insurers, charities and asset managers.
Who we are
Dean Wetton Advisory is an independent boutique investment consultancy
Our experienced team supports our clients through our in-depth understanding of risk and return and our proven ability to build governance capacity. In doing so, we help our clients build wealth for their members. We are experts in fund manager evaluation and selection and provide trusted insights to the pensions industry through our proprietary research, ESG and TCFD consulting and our specialist reporting services.
Six mandates
Our services
01
Strategic Investment Advice
Independent, practical investment advice to pension schemes, insurers, charities and asset managers.
02
Manager Research and Fund Selection
Specialist investment manager research and fund selection services to institutional investors.
03
Risk Transfer, Bulk Annuity & Consolidator Advice
Comprehensive risk transfer solutions, including bulk annuity and consolidator advice services, tailored to meet the unique needs of each client.
04
ESG and TCFD Consulting
Consulting services to pension funds around sustainability and governance.
05
Specialist Reporting
Pension industry comparison reports, operational due diligence reports and value for member reports.
06
Value for Members (VFM) Requirements
We assess your scheme for Value for Member compliance and compare it against other options in the market.
Our framework
We never recommend solutions that are too complex for our clients to manage.
Our approach is to consider our client’s risk requirements, risk tolerance and their ability to govern the solution we recommend. Our advice is truly independent as we don’t own or sell any investment products.
01
Risk before return
We reduce the risk taken to achieve the required objectives.
02
Governable by design
Methods are matched to the client’s ability to govern them.
03
Genuinely independent
We do not own or sell our own investment products.
04
Operational due diligence
We diligence the operations of every fund we recommend.