Private Investor Indices Committee

This committee is responsible for ensuring the current asset allocation components of the Private Investor Index and Equity Risk Index Series’ are reflective of PIMFA member firms.  This is achieved by examining strategic asset allocation information (amalgamated and anonymised) on a quarterly basis and making recommendations to increase/decrease index weights, where necessary.                                                                                  The committee will also discuss the appropriateness of current underlying indices and the potential for new asset classes.

Richard Champion  (Chair)
Canaccord Genuity Wealth

William Luttrell-Hunt (Vice-Chair)
Rathbone Brothers Plc

Tom Hopkins
BRI Wealth Management Plc

Richard Larner
Brooks MacDonald

Adam Griffin
Close Brothers Asset Management

Alison Moynihan
Evelyn Partners

Robert Fullerton
Hawksmoor Investment Management

 

Paul Mulvee
Investec Wealth & Investments

John Royden
JM Finn

Andrius Makin
Killik & Co

Rupert Thompson
Kingswood Group

Benjamin Luck
Quilter Cheviot

Steve Kowal
MSCI (liaison)

Richard Adler / Claire Izzard
PIMFA (liaison)