Joe Mohan

I help my clients reach their long-term investment goals and manage risks by providing clear advice, tailored to each client’s unique circumstances.

My clients are predominantly UK pension schemes ranging in size from around £30m to £1bn, across different sectors and at varying stages of their pension “journey”. This includes providing independent, nonconflicted advice to pension scheme trustees where they have appointed a fiduciary manager.

I am also a senior member of our Alternatives research team, meeting investment managers and forming views on their absolute return / multi-asset offerings. I strongly believe having this dual role of client-facing and manager research is beneficial as it allows me to bring first-hand knowledge and understanding of funds to client discussions on asset allocation and manager selection.

I joined LCP in 2012 and am a Chartered Financial Analyst (CFA) charterholder.