Client feedback


They deliver above expectation when the scheme has a particular challenge.
Ian Edwards,
Comet
So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.
Paul Rudd ,
Chairman of Trustees, Express Newspaper
​They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.
Paul Rudd,
Express Newspapers
​We are extremely pleased with the appointment we made. The way Ian and Kerry react to us and work with us is brilliant. We are very happy.
Katherine Breading,
Tyser
In any major corporate transaction, time is of the essence. HR Trustees’ pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties.
David Wilman,
CFO at Survitec Group
The work that has been done has been delivered beyond expectations.
Head of Trustee Services
Image of Gerald Wellesley, Client Director

Gerald Wellesley

Client Director

Contact Gerald

Reading

Tel 0118 207 2925

Role

Gerald is a Client Director at HR Trustees Limited, acting as professional trustee to both defined benefit (DB) and defined contribution (DC) clients. He is also chair of many of those trustee boards.

Background & experience

Gerald has over 35 years’ experience in the finance industry, starting in New York as a management trainee at The Bank of New York. He moved into corporate banking, covering California based clients, before transferring to London to progress his career in management roles at The Bank of New York and Société Générale.

In 2005, Gerald led a team of over 50 HR professionals at The Bank of New York and became a trustee of their hybrid pension scheme. This experience led to further involvement in the pension industry, culminating in being named Head of European Pensions at BNY Mellon, a firm with global leadership positions in asset management and asset servicing.

With particular interest in investment and covenant matters, Gerald brings very relevant skills to the challenges facing UK pension schemes today. He is a regular speaker at industry events.

Gerald is an adventurous type, having sailed the Pacific Ocean and co-led an expedition of students to the summit of Mount Kilimanjaro. As you do, in your spare time...

Areas of specialism

  • investment strategy
  • governance
  • scheme mergers
  • investment manager reviews
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