Financial Planning firm Robertson Baxter has been appointed by the University of Huddersfield to manage its investment portfolio.
The firm was competing for the contract against several larger national firms so was especially pleased to win as Robertson Baxter is also based in Huddersfield.
It will now provide independent initial and ongoing advice to the University in relation to its investment portfolio.
Greg Robertson, who founded Robertson Baxter with colleague Stephen Baxter, said he was "extremely proud" of the appointment.
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He said: "We are extremely proud to be working with The University. We share many common values in terms of value for money and pursuit of excellence. From our local base in Huddersfield we are able to deliver exactly what the University needs by bringing together global investment solutions from the country's leading wealth managers along with independent performance analysis to ensure we get the best results."
Andrew McConnell, director of finance at the University of Huddersfield, said: "We have already found that Robertson Baxter has been able to engage with our investment management firms in a manner that simply has not been possible for us to do previously.
"The robust and thorough due diligence process that they have undertaken for us has provided a valuable layer of independent assessment and allowed us to appoint an additional investment management firm with absolute confidence."

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