Independent Responsible Investment and Governance Advice for Institutional Investors

Advising pension funds, asset owners, foundations, boards and investment committees on responsible investment governance, stewardship, EU regulation, defence investment and human-rights due diligence.

Strategic. Evidence-based. Remote-first.

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WHO I WORK WITH

I work with:

Family offices and foundations
European and North American institutional investors and asset owners
Boards, investment committees and asset managers

who want to strengthen sustainable investment practices and navigate complex sector risks without losing sight of fiduciary duty, risk management, and long-term value creation.

This work is best suited to organisations that value:

Independent thinking
Long-term perspective
Practical implementation over marketing narratives

HOW CAN I HELP

My work typically centres on:

Sustainable investment strategy & policy

Aligning sustainability objectives with investment beliefs, governance, and risk frameworks.

Regulatory readiness and SFDR compliance
Translating evolving EU sustainability regulations (including SFDR and CSDDD) into decision-useful guidance.

Investor stewardship and active engagement

Designing structured, time-bound stewardship frameworks and multi-stakeholder engagement strategies aligned with UNGPs and OECD guidelines.

Specialized sector and high-risk HRDD
Evaluating complex non-financial risks in high-friction sectors—including Heightened Human Rights Due Diligence (hHRDD) for defence and dual-use portfolio holdings.

Governance and decision-making

Supporting boards and investment committees in strengthening oversight, literacy, and fiduciary accountability across public and private markets.

Each engagement is tailored, but grounded in repeatable, well-tested advisory frameworks.

Specialist expertise in defence and dual-use investments

Defence investment raises complex questions involving fiduciary duty, responsible investment policies, human rights, dual-use technologies, export controls, ESG data and stakeholder expectations.

I advise institutional investors, asset owners, boards and investment committees on developing practical, defensible approaches to these issues.

Learn about Defence & Dual-Use Investment Advice →

HOW I WORK

I operate as a remote-first, independent advisor.

Engagements are structured, time-bound, and outcome-focused
Work is delivered through written analysis, board-level sessions, and peer-level investor roundtables
I work internationally and regularly convene discussions across Europe and North America.

This model allows clients to access senior-level advisory input without unnecessary overhead or dependency.

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BACKGROUND

I bring experience across:

Sustainable and responsible investment advisory
Institutional investment governance & stewardship
Heightened HRDD & conflict-sensitive risk management in specialized sectors
Board-level education, international panel moderation, and peer-level asset owner roundtables

As a Founding Advisor at the Global Advisory Alliance (GAA), I lead international investor initiatives—including Chatham House Rule roundtables for European and North American asset owners, strategic industry discussions across Europe (including key asset owner forums), and curated investor tools.

Explore the GAA Defence & Responsible Investment Resource Hub https://www.globaladvisoryalliance.com/responsible-defence-investment

My approach is grounded in:

Evidence, not trends
Judgement, not checklists
Long-term outcomes, not short-term signalling

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WHAT TO EXPECT -
AND WHAT NOT

You can expect:

Clear thinking in complex areas
Honest challenge where needed
Work designed to support real decisions

You should not expect:

One-size-fits-all ESG frameworks
Marketing-driven sustainability narratives
Advisory work optimised for volume rather than quality