KPMG installs Judd Caplain as Global Head of Banking & Capital Markets

14 December 2017

KPMG has promoted Judd Caplain to the role of Global Head of Banking & Capital Markets in the Big Four group’s International member firm. Caplain, who has been with the firm since 2001, is tasked with supporting financial services institutions meet the considerable disruptive challenges arising from new technologies.

Judd Caplain joined KPMG in 2001, and has held a number of high level roles with the firm on the way to becoming a Partner. His career has focused largely on supporting high-level financial services firm clients with, among others, banking strategy, regulatory and controls, operations, finance and transformation. Earlier in his career, Caplain worked at the Mitchell Madison Group, a financial services management consulting firm founded by McKinsey Partners, as well as having served at various key financial services firms, such as JPMorgan Chase and BankBoston. Caplain also holds a Bachelor of Science in Finance from Syracuse University and a Master of Business Administration from Boston University.

Judd Caplain - Global Head of Banking and Capital Markets - KPMG

The promotion sees Caplain take the helm of for KPMG’s Global Head of Banking & Capital Markets practice, at a potentially tumultuous time for the industry. The capital and banking market is on the cusp of majorly disruptive change, as entry for competitors becomes easier, whole new transfer and payments systems are being developed, and the edges between financial service, tech and fintech merge. Caplain brings more than 20 years of hands on experience in the transformation of institutions to the role, and succeeds Bill Michael, who has taken on the role of Chairman & Senior Partner of KPMG UK.

Commenting on the appointment, Jim Liddy, Chairman of KPMG's Global Financial Services Practice, said, “Judd is a client-focused leader who has helped innumerable financial services organizations to take on some of their biggest strategic challenges.”

Caplain added, “There is unprecedented change taking place in financial services and I'm extremely excited to lead KPMG's global banking and capital markets practice at this critical time. With the disruption caused by fintech and digital technologies, institutions are rethinking their business models and all aspects of their operations in order to gain greater efficiencies and better meet the needs of customers. The value that KPMG professionals bring has never been more important and I'm looking forward to playing an increasing role in helping clients successfully position their organisations for the future.”



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.