Liza Robbins succeeds Jon Lisby as global CEO of Kreston

21 May 2018 Consultancy.uk

Three months after announcing that CEO Jon Lisby was to step down for health reasons, international accounting and consulting firm Kreston has unveiled its new CEO. Liza Robbins, currently the CEO of Morison KSi, takes the helm from August 2018.

In February 2018, global consultancy Kreston announced that due to ill health which prevented international travel, incumbent Chief Executive Jon Lisby was to stand down from his role. The sudden turn of events saw Lisby detail retirement plans to switch roles to Chief Operating Officer, in order to ensure a smooth transition of powers to his successor, before retiring in May 2019.

Since his appointment in January 2006, Lisby presided over a period of international expansion as CEO, including sustained growth in the number of firms adopting Kreston branding, and a significantly raised global profile. Moving from a network of 70 countries to over 110, the firm also saw aggregate fee revenues rise from $1.1 billion to $2.4 billion due to this.

Commenting at the time, he said, “It is so disappointing that my final period with Kreston has been spoiled in this way. I have thoroughly enjoyed my time in the CEO role and am proud of the achievements made together with the Board, Members and International Office team.”

Jon Lisby and Liza Robbins - Kreston

Following the confirmation of Lisby’s retirement plans, Kreston began the search for the firm’s new leader – a search which led to the appointment of Liza Robbins. Her appointment as Kreston’s CEO is effective from August 1st 2018, following a nine year stint as CEO of top 10 global association Morison KSi. As a marketing and business development leader, Robbins was reportedly instrumental in the development of the association, expanding its coverage to over 80 countries, as well as leading on the successful merger of Morison International and KS International.

Outgoing CEO Jon Lisby said of his successor, “I am delighted that we have succeeded in securing Liza and considerable thanks are owed by the network to the Kreston International Chairman and Board for the thorough and extensive recruitment exercise that has been completed so successfully… With the technology revolution already disrupting the global accounting profession, I have no doubt that Liza will be an exceptional asset to our network and the further development of our growth strategy. Liza is accustomed to working at Board level and I really am looking forward to supporting her during the period leading up to my retirement.”

Bent Kofoed, Kreston Chairman, added, “I am proud that with Jon’s leadership, Kreston now spans 200 firms in over 125 countries. Liza is a perfect successor to Jon; her extensive corporate acumen and dynamism will build on the strategies already in place advancing our network’s brand and global business to the next level”.

Meanwhile, Liza Robbins herself remarked on her new challenge, “I have followed and admired Kreston International for many years so I am absolutely thrilled to be joining the network as CEO on 1st August 2018. Kreston is a world class organisation that thrives by skilfully and uniquely combining deep personal relationships with superior global expertise. Kreston is extremely well placed to deliver lucrative opportunities to member firms and their clients and I am excited to drive the network to its next stage of development and further strengthen our partnerships.”

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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.