RSM appoints Robert Ross new Chief Operating Officer

17 April 2018 Consultancy.uk

Global professional services firm RSM has appointed Robert Ross as the firm’s new Chief Operating Officer. Ross’ appointment follows the promotion of his predecessor, David Gwilliam, to Chief Executive Officer.

International mid-market professional services network RSM has been undergoing a period of solid growth over the past 12 months. The firm, which boast 35 offices across the UK, had already witnessed its presence in the country expand significantly in recent years, through the acquisition of Northern Irish counterpart RSM McClure Watters, and backed its inorganic growth last year with with revenues increasing by 9% to £319 million, in the financial year ending 31 March 2017.

Looking to the future, as the firm looks to further boost its bullish economic outlook, RSM has recently completed an extensive reshuffle of its upper echelons. Following the announcement from Laurence Longe – RSM’s Chief Executive for some 22 years – that he would be relinquishing his role in order to become Chairman, David Gwilliam was elevated to the CEO office in early 2018. Gwilliam had been working at RSM as a Chief Operating Officer since 2014, joining the firm as Baker Tilly – a firm he had spent 17 years at – became part of RSM’s network.

Robert Ross, David Gwilliam and Laurence Longe - RSM

In turn, Gwilliam’s promotion left his previous role vacant. In order to fill the COO position, RSM turned to its Regional Managing Partner for Scotland and Northern Ireland, Robert Ross. Ross, who was also the region’s Head of Consulting, oversaw a near quadrupling of the regional department’s revenues. He will now relocate from Scotland to RSM’s London headquarters, to take up his new position.

Ross has more than 20 years worth of experience in the professional services industry at his command, having plied his trade with RSM for 15 of them. Prior to his career in professional services, Ross also accrued six years of experience working in the financial services sector, primarily in project management and system implementation roles.

Commenting on his new position at RSM, Ross said, “I’m delighted to be appointed as Chief Operating Officer for RSM. This period is a really exciting one for the firm as it looks to develop and grow its position as the first-choice adviser to middle market leaders in the UK, and globally. RSM has service and sector line capabilities that are among the most varied in the UK; it has the strongest regional network within the middle market, and; most importantly, it has great people.”

Newly promoted CEO David Gwilliam meanwhile remarked on the appointment, “I am absolutely delighted to appoint Robert as our new COO. Having worked closely with Robert since 2003, Gwilliam added: “His credentials speak for themselves.”

Reshuffle triggered

Completing the reshuffle, Ross’ old position has in turn been filled, with the appointment of a new Regional Managing Partner for its Scotland & Northern Ireland region. Alex Tait previously headed up RSM’s assurance practice for Scotland and North East England and had responsibility for the growth and quality of that practice.

The new Regional Managing Partner for RSM’s Scotland & Northern Ireland region said he was delighted to take on the role. Tait added, “Our local knowledge and presence in Scotland and Northern Ireland, together with our global outlook and expertise, gives us a leading market position which we look forward to strengthening further.”

Gwilliam said, “This is a hugely exciting period for the development and growth of the firm. With our breadth and depth of service and sector capabilities we enjoy the strongest regional presence in the middle market, and both John and Alex will work to strengthen and grow our market position in their regions.”

Elsewhere, John Taylor was named as Regional Managing Partner for RSM’s Southern region, taking over from Elfed Jarvis. Taylor, who has been with the firm since 2007, was formerly dual Office Managing Partner for the firm’s Southampton and Guildford offices.

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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.