About Us

Our Values

Everything we do is underpinned by a clear set of values:

We set the standard

Our innovative work with industry has created a standardised approach to assessing fiduciary manager performance, putting trustees in control.

We offer candid insight

We go beyond mere ‘research’, to offer clear, actionable, insight and opinion, gleaned from over 100 years’ investment experience.

We are focussed

We’re the only UK organisation to focus solely on selecting and monitoring investment consultants and fiduciary managers, giving us unparalleled depth of expertise.

We research relentlessly

Our research never stops. We’re continuously monitoring and assessing the performance of key investment consultants and fiduciary managers.

We’re independent of providers

We believe that independent evaluation is essential.We never compete with the firms we research, avoiding any conflict of interest.

Our People

Roger Brown

Roger Brown

Founder and Director | roger@ic-select.co.uk

Roger is the Founder Director of IC Select. He has over 40 years’ investment experience. For the last 20 years of his career he has specialised in the oversight, assessment and selection of investment advisers and fiduciary managers. His earlier career was in fund management where, he held senior positions as head of strategy, head of equity investments and latterly as a main board director of a major fund management company. He has a degree in Mathematics and Economics from Durham University.

Peter Dorward

Peter Dorward

Managing Director | peter@ic-select.co.uk

Peter is the Managing Director of IC Select having joined the business in October 2014. Prior to this, and for the last 20 years, he held senior positions with a major fund management company, latterly as head of the institutional business. Peter has over 35 years’ experience in investment management and broader financial services in the UK and overseas. He chairs the Royal London Independent Governance Committee and has an MBA from Edinburgh Business School, Heriot Watt University.

Donnie Hay

Donny Hay

Donny is a pensions and investment professional with 30 years’ experience of investment markets, fiduciary management and working with pension schemes. His recent experience, both as a professional trustee and from working for a fiduciary manager, provides insights into the current thinking and actions of UK pension funds and fiduciary managers. He is a qualified chartered accountant, who has held senior positions across pensions and investment firms.

John Paterson

John Paterson

John is a Client Director at IC Select, joining in June 2019. With over 30 years experience of defined benefit pension schemes in actuarial and investment consultancies, John’s primary focus is the preparation and delivery of IC Select’s Fiduciary Manager and Investment Consultant Oversight service. John has assumed wider client facing responsibilities for the selection of investment advisors and the assessment and review and assessment of trustee investment objectives.

Anne-Marie Gillon

Anne-Marie Gillon

Anne-Marie is a Director of IC Select and leads our research into fiduciary managers and investment consultants. Anne-Marie joined IC Select in May 2020 having previously worked for over 20 years as an investment professional at a leading asset manager. As a trustee herself she understands first-hand the intricacies and challenges that pension schemes face. Anne-Marie is a CFA Charterholder and accredited lay trustee.

Ceri Tracey

Ceri Tracey

Senior Analyst | ceri@ic-select.co.uk

Ceri joined the company after graduating from Heriot Watt University with a degree in Mathematics in 2017. Her role has grown and expanded as the company has done the same. Ceri’s main focus is to help develop practical and pragmatic solutions for clients. Outside of client work, she has an active role in the research of Fiduciary Managers and Investment Consultants and holds the Investment Management Certificate (IMC).

Austin Cairns

Austin joined the company as an analyst in 2023 after graduating. He is a candidate for the Investment Management Certificate (IMC).

Daniel Portmann

Analyst | daniel@ic-select.co.uk

Daniel joined the company as an analyst in October 2023 after graduating from Heriot Watt University with an MA degree in Economics. He possesses a keen interest in gathering, analysing and interpreting data and is a candidate for the Investment Management Certificate (IMC).