KPMG promotes Greg Limb; Hymans Robertson hires Adam Porter

17 October 2016

Greg Limb takes on the role of UK Head of Private Client Advisory, succeeding Dermot Callinan. Hymans Robertson has hired Adam Porter as Associate Investment Research Consultant in the firm’s Investment Consulting practice.

Prior to joining KPMG in 1997, Greg Limb worked at Arthur Andersen in the former professional services firm’s Tax division for almost one and a half years. Previously, from 1990 until 1996, Limb worked at Ernst & Young (EY) as a Tax Supervisor.

In his new role, Limb succeeds Dermot Callinan to the role of UK Head of Private Client Advisory. The role sees Limb responsible for leading more than 150 tax professionals including 18 KPMG Partners and Directors. Callinan who has been with KPGM since 1985, and a Partner since 1997, will retire from the firm in September next year.

A delighted Limb said, “This is a time of significant change, not just for UK tax policy but for the regulatory environment around the world. The ever-increasing mobility of people, their capital and their businesses means more and more clients have an international dimension to their affairs.” 

Greg Limb - KPMG and Adam Porter - Hymans Robertson

Limb further remarked on the retirement of Callinan, stating praise for his leadership and commitment during his five years at the helm. "He is a highly respected KPMG partner who has contributed hugely to the private client practice and the wider firm, especially in the North over the years,” the new appointee said.

Mike Linter, head of National Markets Tax at KPMG in the UK, says that he is “really pleased” about the appointment of Greg to the role, adding that “he has a market leading reputation and is well known for building strong lasting relationships with clients from entrepreneurs and family business owners, to private wealthy individuals and trustees. Our award winning private client advisory practice is the clear choice for clients, and I have great confidence in Greg’s ability to lead the UK team to continuing, and greater, success.”

Prior to joining Hymans Robertson, Adam Porter worked as a Senior Research Analyst at Xerox subsidiary, Buck Consultants for four years. Previously, he was an Investment Analyst at Towers Watson in Leeds for a little over a year. Porter started his career at the Royal Bank of Scotland as a Private Banking Assistant. Porter holds a Master of Science in Investment Analysis from the University of Stirling and a Master of Arts in Economics and Accounting from the University of Edinburgh.

Porter joins the Hymans Robertson as an Associate Investment Research Consultant in the firm’s Investment Consulting practice. Porter is tasked with leading research into multi-asset strategies and supporting research into equities and real assets.

John Walbaum, Head of Investment Consultancy at Hymans Robertson, says that he is “thrilled” about the addition of Porter to Hymans Robertson. He adds, “His considerable multi-asset experience will add further strength to the team. As our consulting and research functions are fully integrated, all our investment clients will benefit greatly from Adam’s experience.”

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.