Introduction

Institutional Investment Advisors Limited (‘IIA’) is a UK Financial Conduct Authority (‘FCA’) authorised and regulated firm. We only deal with Professional Clients, as defined by the FCA, which we refer to as “institutional clients”. IIA provides investment advisory services and we also arrange investments for institutional clients.

Advisory services

IIA provides institutional clients with investment consultancy and advisory services ranging from strategic advice to implementation assistance. Please refer to the Advisory page for further details and for examples of the types of assignments we have undertaken.

Arranging investments

This part of our business focuses on providing investment opportunities to institutional clients. This involves identifying both strong risk-adjusted assets and highly capable investment managers in the relevant asset class. Our primary investment focus is on fixed income, and more particularly credit based assets, plus selected alternative investments.

Please refer to the Arrangement page for further details on our approach to investment arrangement and examples of the assignments we have completed.

Clients

Since its formation in 2007 IIA have undertaken a variety of investment related assignments for clients in the following sectors:

  • Corporates
  • Banks
  • Building societies
  • Insurance and re-insurance companies
  • Sponsors and trustees of pension funds
  • Local authorities and LA pension funds

People

IIA’s founding Directors are Chris Gaskarth, Paul Roby and Crispin Southgate who have known each other for over twenty five years. The Directors each have over thirty years financial markets experience gained from working within major financial institutions and with a wide range of institutional clients.