Barnett Waddingham appoints two to Workplace Health and Wealth team

12 February 2018

Barnett Waddingham has boosted its Defined Contribution consultancy, Workplace Wealth team with the addition of Andy Parker as National DC Consultant and Nick Clynes as Client Relationship Manager. The appointments further boost the firm’s experience in the DC segment in a time of wider market uncertainty.

Prior to joining Barnett Waddingham, Andy Parker worked at Mercer for ten years, most recently as a Principal and UK DC Client Consulting Leader. He has previously worked as, among other roles, a Senior Consultant at Towers Watson, where he worked for more than 13 years; a Pensions Executive at Nat West Insurance Services, where he worked for more than five years; and a Pensions Administrator at Swiss Life, where he worked for five years.

Parker joins Barnett Waddingham as a National DC Consultant, strengthening the firm’s Defined Contribution consultancy – which numbers more than 50 specialists –  in its Workplace Wealth team. The appointment further bolster’s the firm’s presence in the defined contribution (DC) space as the UK greys and companies face increased challenges to meet their obligations.

Commenting on the senior appointment, Mark Futcher, Partner and Head of DC Consultancy, said, “This appointment is a reflection of the increasing demand Barnett Waddingham has for independent experts from trustees and corporates. As a company we focus on our commitment and support to all our clients and not only is Andy a great asset to the team, but his overarching knowledge will support us in going beyond the expected.”

Parker meanwhile remarked, “During a time of increasing governance burden for DC pension schemes, Barnett Waddingham has an opportunity to stand above others in the industry and continue to show real commitment and support to their clients. This is an auspicious time for me to join an award winning team of dedicated consultants, and I look forward to being part of this vision.”

Nick Clynes and Andy Parker

Prior to joining Barnett Waddingham, Nick Clynes worked at PwC for three years as a Senior Manager. He was previously at Grant Thornton in the firm’s Employee Benefits Consultant practice, also as a Senior Manager, for almost two years. Previous roles included Senior Associate at Mercer Health & Benefits, Corporate Account Manager at HSBC, a Consultant at Willis and as a Consultant at Hogg Robinson.

The appointment of Clynes sees him take on the role of Client Relationship Manager in the firm’s Norther Workplace Health and Wealth team. He brings more than 30 years of industry experience to the firm, which will be leveraged in the provision of advisory services to corporates and trustee clients, covering DC pension employee benefit strategy.

Commenting on the appointment of Clynes, Paul Leandro, Partner, said, “Nick’s appointment is a reflection of the growth of our WHW practice as we continue to see demand for true independent consultancy. His extensive knowledge and experience will be an invaluable asset, bolstering the team and the service we provide our growing portfolio of clients. Nick is very well regarded by the clients he’s worked with, and his impeccable rapport with corporates and trustees will strengthen our team in the north of the England, as well as nationally.”

Clynes himself added, “As employers want to drive as much value as possible from their employee benefits packages, I’m delighted to be joining a firm committed to this area of consultancy. Barnett Waddingham has an excellent reputation and I look forward to helping the team continue providing quality DC services to a growing number of clients in the north.”

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Grant Thornton UK appoints five new Partners

23 April 2019

Sergio Cardoso, Matt Maltz, Jessica Patel, Marc Roberts and Nick Warner have been appointed as partners at Grant Thornton. With the company undergoing a year of transition under new leadership, the new members will help consolidate the firm’s offering as it looks to reach new levels of growth in 2019.

2019 sees Grant Thornton’s UK wing undergoing a process of transformation. As the group looks to ensure its teams “provide the right level of support for profitable growth” and create an environment that “makes it easier for our people to do great work”, the firm has announced a succession of senior appointments across its regional divisions.

In February, this saw Chris Petts and James Bulloss named Partner and Director in the North East and Yorkshire respectively. Now, the UK’s sixth-largest auditing and consulting firm has confirmed the installation of a further five Partners across its UK team.

Sergio Cardoso is a long-standing Grant Thornton employee, having joined from Daniel Auerbach & Company – where he was an Accountant – in 2005. Cardoso rose steadily through the ranks since then, taking up his most recent role as Audit and Assurance Director in 2015. In that role, he focused on dynamic, fast-growing and entrepreneurial private companies, as well as multinational and AIM-listed groups. He now takes up the position of Partner in Grant Thornton’s audit practice.

Grant Thornton UK appoints five new Partners

Nick Warner has been appointed as a partner in Grant Thornton’s VAT team based in London. Bringing more than 20 years of experience in tax to the role, Warner joins the firm from Moore Stephens, where he most recently was VAT Partner, during a five-year stay with the firm. Prior to that, Warner was a Partner in VAT at BDO and PKF UK. He also spent five years at HMRC as a Higher Executive Officer.

Matt Maltz is the first of three Partner appointments in Grant Thornton’s real estate tax division. A former EY Partner in real estate tax, Maltz spent 17 years with the Big Four firm. In his new position with Grant Thornton, he will tackle similar client areas, as a Partner in real estate tax.

Jessica Patel has also been promoted as a Partner in the firm’s real estate tax practice, having been with the firm for more than 15 years. Patel joined Grant Thornton as a trainee in 2003. She is a licensed member of both the Association of Tax Technicians and the Chartered Institute of Taxation. As a Partner, Patel will advise a wide variety of clients ranging from UK property investors and developers to overseas investors and property funds.

Marc Roberts is another Big Four alumnus to join Grant Thornton as a Partner. Roberts exited EY to take up his new position, having been an Associate Partner and real estate advisory lead at the company. With more than 25 years of experience in the financial services sector, Roberts also formerly held a Directorship and headed the corporate finance real estate advisory team at fellow Big Four firm PwC.