KPMG moves Global Family Business Centre of Excellence to London

30 March 2018

KPMG has moved its Global Family Business Centre of Excellence to London. The firm has appointed Senior Partner Tom McGinness as co-chair of the Centre, alongside Jonathan Lavender Global Chairman of KPMG Enterprise, as part of the move.

Family businesses are a key aspect of the wider business landscape, offering strong relationships with employees and customers, long-term planning and a sustainable mindset. From large to small players, the industry face challenges around succession in particular, while in the UK, family businesses are posting strong results, but the effect of Brexit on talent acquisition, in particular, remains a key unknown. The implicit values often imparted in family firms make them key aspects of long-term business sustainability, although the aforementioned issues, among others, also make for certain difficulties. Consultancy firms are keen to attend to the needs of the business, often with consultants specifically trained in the respective business expertise.

One of the Big Four, KPMG, recently announced that it has moved its Global Family Business Centre of Excellence, focused on serving the different needs of family businesses, from Paris to London. The move will see the UK arm of the international network invest considerably in the family business consulting practice, offering access to the firm’s global resources in the area of family business development.

KPMG moves Global Family Business Centre of Excellence to London

The firm’s rationale for the move is to better utilise the family business resources available in the UK for a global audience. This includes the new co-chair of the service, Senior Partner Tom McGinness – he has more than 20 years of experience in the field, and has been with the firm since 1990. McGinness is to work with Jonathan Lavender, the other co-chair, and Global Chairman of KPMG Enterprise, launched in the UK in 2015 – based out of Israel.

Commenting on the Global Centre of Excellence, Jonathan Lavender said, “Moving the Centre of Excellence to the UK will better enable us to leverage the extensive family business expertise that we already have in the country, and I am particularly thrilled that Tom has stepped forward to co-chair and work with me given his wealth of experience. Working alongside the UK team of Ken McCracken, Catherine Grum, and Daniel Trimarchi, I know that Tom will add a lot of value in moving our global KPMG Enterprise family business strategy forward.”

Tom McGinness remarked, “Family businesses are a significant driver of the global economy, and as such, our commitment to helping them grow while maintaining family harmony and smooth succession cannot be understated. Much like our own business, family businesses have a strong heritage and track record, but they are always looking to the future. We are confident that our Centre of Excellence will be a real differentiator in the market, enabling us to work with and support those fast growing, entrepreneurial families who will be the emerging giants of the future.”


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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.