Rhodri Davies appointed lead of CBRE’s UK Retail team

22 June 2017 Consultancy.uk

As part of a wider reshuffle amongst CBRE’s corporate structure, Rhodri Davies has been promoted to become Head of the firm’s UK Retail Investment team. The appointment follows the relocation of predecessor Phil Cann, who became CBRE’s new Head of UK Investment Properties.

Rhodri Davies joined CBRE in 2010, and with this most recent assignment has risen to the Head of the firm’s UK Retail Investment team. During his tenure, he has provided advisory services to investors in some of the country’s largest shopping centres, retail parks and factory outlets. Projects for which he has provided consultancy include the sale of QICs 50% interest in the intu Merry Hill shopping centre for £410 million, the purchase of intu Bromley for £236 million and the purchase of Grand Central in Birmingham for £345 million. Earlier in his career providing advice to the building sector he worked for Jones Lang La Salle.

Initially working with the pharmacy sector, Davies attended the University of Surrey, King's College London and the University of London.

Rhodri Davies, CBRE

Davies succeeds Phil Cann, who recently moved to the role of UK Head of Investment Properties, and his appointment has become effective from the 1st of June. Davies takes on the task of continuing to build the company’s presence in the segment during a period of increasing uncertainty – as inflation and low wages begin to place constraints on consumers, and potentially the retail segment more widely.

Commenting on the appointment of Davies, Ciaran Bird, Managing Director of CBRE UK said, “Our retail team has gone from strength to strength during Phil’s tenure and I am delighted that Rhodri has agreed to take on this important leadership role to spearhead the growth and development of our unrivalled retail offer and ensure we continue to provide best in class advice and service to our retailer and landlord clients.”


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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

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.