Introduction

Institutional Investment Advisors Limited (‘IIA’) is a UK Financial Services Authority (‘FSA’) authorised and regulated advisory firm. We only deal with Professional Clients, as defined by the FSA, which we refer to as “institutional clients”.

IIA’s founding Directors are Chris Gaskarth, Paul Roby and Crispin Southgate who have known each other for over twenty years. The Directors each have over 25 years financial markets experience gained from working within major financial institutions and with a wide range of institutional clients.

IIA aims to provide institutional clients, which includes corporates, banks, building societies, asset managers, insurance companies, re-insurance companies and the sponsors and trustees of pension schemes, with support for their investment activities. This is achieved by providing these institutional clients with two main services:

1. Investment advice, and
2. Arranging investments

IIA provides institutions with consultancy and advisory services in the following areas:

• Strategic investment advice
• Specific investment evaluations and reviews
• Investment decision support and financial modelling
• Financial risk management
• Corporate covenant reviews

Please refer to the Advisory page for further details.

The aim of this aspect of our business is to provide 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. We look for opportunities in GBP, EUR and USD across cash based investments (including Money Market Funds), government bonds, corporate bonds, asset backed securities and sub-investment grade corporate bonds and loans.

Please refer to the Arrangement page for further details.