Peter Brackett

Professional Background

Peter Brackett is a seasoned professional specializing in the asset management and institutional investment sectors. With a robust foundation built on advising pension funds, Peter initially dedicated his career to guiding these funds on investment strategy. His expertise encompasses critical components such as strategic asset allocation, mandate construction, manager research and selection, performance monitoring, and the comprehensive implementation of investment strategies. This early experience firmly grounded him in the intricacies of investment management, which he continues to leverage in his current endeavors.

Transitioning to focus on the asset management industry, Peter has honed his skills in institutional distribution. He has successfully facilitated strategic relationships among investment teams, clients, and intermediaries, particularly with investment consultants. This role has allowed him to provide insightful advice on new mandate configurations and the prevailing trends within the institutional investment realm. His adept understanding of market dynamics has positioned him as a valuable asset within any organization he collaborates with.

As the Founder and Managing Director of Institutional Adviser, Peter has extended his influence by supporting boutique asset management firms in navigating the institutional marketplace. His work is characterized by a strategic focus that aims to shape innovative investment solutions tailored for institutional clients, ensuring they remain competitive and aligned with market trends.

Education and Achievements

Peter's educational background is impressive and diverse, equipping him with a unique blend of skills that enhance his professional capabilities. He studied for the ASIP qualification in Investment at the UK CFA, which deepened his understanding of investment practices and enhanced his advisory prowess. Furthermore, he pursued legal studies at the Inns of Court School of Law, earning him qualifications as a Barrister, which enriches his analytical skills, especially in regulatory environments.

Continuing his academic journey, he obtained a Higher Diploma in Business and Finance at Crewe and Alsager College of Higher Education, which provided him with a solid foundation in business principles. His legal training was further solidified by earning an LLB in Law from the University of Warwick, where he developed critical thinking and problem-solving skills that serve him well in the investment sector.

Achievements

Throughout his distinguished career, Peter has held pivotal roles in some of the world's leading financial institutions and advisory firms. His career at State Street Global Advisors as Managing Director and UK Head of Consultant Relations reflects his leadership skills and ability to drive significant impact within organizations. His tenure at Amundi Asset Management as Head of Global Consultant Relations further emphasizes his ability to maintain and build crucial market relationships.

As a Vice President at American Century Investments and an Executive Director at Morgan Stanley, Peter contributed significantly to the firms' capabilities in consultant relations, demonstrating his strategic acumen and understanding of the industry's complexities. His role as Senior Investment Consultant at Watson Wyatt laid the groundwork for his expertise in investment consulting, which he later built upon at Aon Consulting. These experiences culminated in his position as Co-head of global consultant relations at Morgan Stanley, showcasing his ability to lead teams and influence major investment strategies.

In addition to his impressive corporate roles, Peter served as a Senior Advisor on the Global Advisory Board at The IC Research Institute, where he provided strategic insights on investment consulting trends and best practices. This advisory role underscores his commitment to knowledge dissemination and industry thought leadership.

Peter Brackett's rich tapestry of experiences, spanning various roles across prestigious organizations, equips him with an expansive understanding of the investment landscape. His work is dedicated to fostering relationships and developing innovative investment solutions that cater to the needs of institutional clients, reinforcing his reputation as an industry thought leader.

Achieved recognition in pension fund investment strategy

Provided strategic advice for institutional investment firms

Founder of Institutional Adviser

Expert in institutional distribution and consultant relations