Former FTI Managing Director becomes Vested UK CEO

23 January 2018 Consultancy.uk

Elspeth Rothwell, a former Financial Services Managing Director at FTI Consulting has joined PR agency Vested, to lead the firm’s European operations. Vested aims to use Rothwell’s experience to build on its recent acquisition of Templars Communications, and continue the rapid growth it experienced during 2017.

Vested, which has offices in New York and San Franscisco, was recently named as one of the world’s fastest growing public relations agencies, and earned 12 industry awards in 2017, including the much-coveted Best Places to Work Award from PRWeek, while adding great people and top companies to its professional staff and client roster. This year, Vested announced its entry into the UK and European market, thanks to its acquisition of Templars Communications in 2018, which it used to establish a UK office.

The integrated communications firm seeks to merge deep financial expertise with creativity in order to deliver integrated campaigns for their global clientele, with a particular focus on the future of finance. This saw the group become a founding member of the Global Fintech PR Network, and also the launch of the industry’s first agency-run investment group, Vested Ventures.

Elspeth Rothwell, UK CEO Vested

Elspeth Rothwell arrives at Vested with a blend of both financial sector and PR experience. Rothwell’s most recent role saw her employed by FTI Consulting Strategic Communications, where she was Managing Director for Financial Services, and was responsible for delivering integrated communications campaigns and strategic planning for financial services clients. Prior to FTI, Rothwell was deputy managing director at Consolidated PR, part of Four Communications, where she ran the group’s financial services and B2B teams. Her client experience spans challenger brands, niche specialists, and household names in financial services, including American Express, Brewin Dolphin, HSBC, and Virgin Money. She also served as an Account Executive and Account Manager at Lawson Dodd, for three years.

Rothwell, who also holds a PgDip in PR and Journalism from the University of Wales, in Cardiff, joins the acquired Templars team and new hires in the London office. As the organisation’s new UK CEO, She will work closely with Kitty Parry, formerly the CEO of Templars, who is now an advisor to Vested, alongside the US management team.

Speaking about her new appointment, Rothwell said, “It is a privilege, honour, and delight to join the Vested team. Putting purpose and personal at the heart of how financial services firms engage with the world around them is critical and I believe that Vested’s approach is both refreshing and on the money. I’m delighted to join such an innovative and entrepreneurial organisation that is already changing the shape of financial services communications.”

Remarking on the hopes the firm has for its new team, Ishviene Arora, Co-Founder and Chief Operating Officer of Vested, added, “We acquired Templars in the UK because we recognise the opportunity a major financial market like London presents and having the right person to lead us in the region is critical. Elspeth is an accomplished professional with a track record of excellence in thinking big and delivering value to clients, and we’re thrilled that she chose to join our team to lead the firm’s European operations.”

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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.