Simon Jagger

Simon Luke Jagger (born July 1968, British) is the founder, Director and Actuary of Jagger & Associates Limited, a specialist institutional investment consultancy based at Exchange Quay in Salford/Manchester. He incorporated the firm as a director on 10 June 1999, and the business began trading as a specialist investment consultancy in August 1999. Companies House records list his occupation as "Actuary," and the firm is regulated by the Institute and Faculty of Actuaries in respect of a range of investment-business activities.

The firm's premise is to provide institutional investment consultancy — in particular for pension funds — that is independent of and separate from a scheme's own Scheme Actuary, giving trustees a distinct source of investment advice. Its services span investment-strategy development, portfolio management, manager selection, performance monitoring, trustee training, and expert-witness / actuarial work (including life and reversionary interests valuations). Clients include occupational pension schemes, university endowment funds, trade unions and charities. Simon and his senior colleagues position themselves as advisers who "state their views clearly and directly" and get to the heart of a matter — a plain-speaking, boutique style contrasted deliberately with larger consulting houses.

As a boutique, the firm has competed successfully against much larger rivals. In June 2002, Professional Pensions reported that Jagger & Associates had been appointed by the £70m Windsor Life pension scheme, with Simon Jagger attributing the win to quality of service over the "illusion of comfort" a bigger firm might offer. The firm has also been reported advising bodies such as the Institute of Marine Engineering, Science and Technology (IMarEST) pension scheme. Beyond the practice, Simon has served since 4 April 2008 as a director of the Merchants Quay Residents Association Limited, a residents' body local to the firm's Exchange Quay base.

Simon Jagger is profiled in IC Research's consultant-relations database, which classifies Jagger & Associates as a UK "consulting boutique" in the institutional investment-consultant segment; fuller CV and asset-class detail there sit behind a paid subscription.

• Advisory, not principal investing. Jagger & Associates does not deploy its own capital into startups; it advises institutional asset owners on how to allocate and manage their portfolios. Any "investment stage / check size" framing from the stub does not apply.
• Independent second opinion for trustees. The firm's stated value proposition is delivering institutional investment advice "separate from the Scheme Actuary" — a deliberately independent line of counsel for pension-fund trustees.
• Boutique quality over scale. In his own words (via Professional Pensions), a client chose the firm for "the quality the firm could bring in preference to the 'illusion of comfort' a bigger firm might offer."
• Direct, opinionated advice. The firm markets itself on stating views "clearly and directly" and cutting to the core issue — a style it says clients appreciate.
• Institutional client base: occupational pension schemes, university endowment funds, trade unions and charities.