Investment can be a complex and technical area. We cut through the jargon and work with our clients and advisers to implement sensible investment strategies that are tailored to suit the objectives of each scheme, including ESG.

We are able to utilise our in-house investment experts who have previously worked for large banks or asset management firms, often implementing the very strategies under consideration. This gives us an edge and enables us to focus on what really matters for clients and ask the right questions, ultimately achieving better outcomes for trustee boards.

We have experience with many investment related projects including:

  • Investment strategy review and implementation
  • Fiduciary Manager reviews and appointments
  • LDI and CDI based strategies, including both segregated and pooled approaches
  • Private markets implementation

Our philosophy is to focus on strategy rather than individual managers. We favour simplicity over complexity and to seek passive approaches wherever appropriate.


Pavan Bhardwaj

Trustee Director

M  +44 (0)7384 258 671  /   Email me


Ross Trustees and Independent Trustee Services (“ITS”) have come together to form Independent Governance Group (IGG), and in doing so, become the UK’s leading provider of professional pensions trusteeship and governance services.

With 437 appointments and a combined value of over £340bn of assets under governance, the combination of the two businesses creates a powerhouse with a deep pool of talent and resources and a compelling proposition for trustees, scheme sponsors and the advisory community.

The Ross Trustees and ITS brands will continue to operate under the IGG umbrella brand for a short period of time and until full integration of the two brands is completed.

The full press release can be downloaded here.


For further information, please contact

Sales enquiries

Ian Terry
Sales Director, Independent Governance Group

T: 07788 491582

Marketing enquiries

Mark Wileman
Marketing Director & Head of Client Relations, Independent Governance Group

T: 07774 803653