Tom Robertson

Managing Director | Benchmarking & Consulting


Tom joined Amaces in March 2010 and, alongside his Business Development activity, has Relationship Management responsibility for a number of the firms leading Pension Fund and Fund Manager clients.

Alongside managing ongoing client relationships, Tom also works with Institutional Investors who have appointed Amaces to carry out one off reviews of their Global Custodians or Custodian Selection assignments.

Tom also has responsibility for executing Fee Benchmarking assignments on behalf of Amaces clients.

Toms clients include Local Authority Pension Funds, major UK Defined Benefit Corporate Pension Schemes, Fund Managers (Multi-strategy Asset Managers) and Insurance Companies.

Experience

Tom has worked in the Financial Services industry for over 20 years and his experience covers both Fund Management and Asset Servicing. Between 1992 and 2006 Tom worked with State Street Bank and Trust Co. where he became responsible for senior bank relationships across the UK, Middle East and Africa. After leaving State Street in 2006 Tom moved to AEGON Asset Management in Edinburgh where he was responsible for relationship management and sales of the firms Fixed Income products to UK Pension Funds. Latterly Tom has worked with Legal and General Investment Management in London in the role of Client Account Manager. In this role Tom had responsibility for client service and sales of the firms Active Fixed Income, LDI and Index business.

Recent Engagements

  • Leading Custodian Selection process on behalf of a major UK Defined Benefit Pension Scheme.
  • In depth review of existing Custodian arrangements on behalf of a major Defined Benefit Pension Scheme of a UK retail bank
  • Leading the search for a Depositary, Custodian and Fund Accountant on behalf of a newly formed LGPS Authorised Contractual Scheme
  • Leading Custodian Selection process on behalf of major UK LGPS Pension Scheme

Interests

Outside of work Tom enjoys Golf and Fly Fishing