Capco grows UK partner team with banking veteran

12 May 2015 Consultancy.uk

Capco has added Rob Morgan to its UK-based partner team. Morgan brings in-depth banking and advisory experience to the business and technology consultancy, having previously worked in (senior) positions for among others RBS, J.P. Morgan, HSBC, Credit Suisse, Capgemini and CGI.

Rob Morgan has over 20 years of experience in programme, product and technology management, predominantly in the financial services and consulting industry. After graduating from the University of Oxford he started his career in 1993 with CGI (Logica at the time), where he worked as an IT consultant. Roughly two years later, in 1995, he moved into financial services, working for Credit Suisse, followed by Bank of Bermuda and Newton Investment Management.

Rob Morgan and Steve Vinnicombe - Capco

In 2000 Morgan returned to the consulting industry, with spells at Capgemini and TCA Consulting, only to return to the financial industry again in early 2003, when he joined Bermuda-based Clarien Bank, where he was tasked with managing the bank’s project portfolio. Three years later Morgan joined HSBC, spending approximately five years with the bank holding several management positions, moving on to J.P. Morgan afterwards. At the American bank he held the role of Executive Director, and led several major technology-led transformations, including a range of initiatives part of the bank’s Treasury Services unit. In recent years the experienced banker and consultant worked as an interim advisor for the banking and payments industries.

Recently Morgan decided to take on a new challenge, and joined Capco, a global consulting firm dedicated solely to the financial services industry. At the advisory he has been appointed partner, and has been tasked with leading and further developing the Payments practice. “Rob’s experience across the financial services industry, including a period as a jurisdictional COO at a tier-one bank, is invaluable to us as an organisation,” says Steve Vinnicombe, UK CEO at Capco. “From a client perspective, being able to work with a team from a similar background to themselves, with in-depth and practical knowledge of the issues they face, is a real asset. Rob demonstrates a wealth of credentials in this regard.”

Capco London office

Morgan on his new role: “A big part of my role will be in building out a payments practice to tackle the big challenges facing banks in this space – legacy technologies, regulatory pressure and new entrants challenging for market share. With $100 billion payments transactions processed in Europe during 2014, and close to 50% growth in start-ups specialising in this field, we see tremendous potential.” He adds: “Having handled some major investments for banks across the technology, operations and product spaces, this is an exciting opportunity to put that experience to work with Capco and FIS*.”

For Capco, Morgan represents the fifth partner addition in recent months, according to Vinnicombe the result of Capco’s “expanding footprint” in the UK. In December last year Ian Bentinck rejoined the firm as a partner, two months prior former Barclays COO Jonathan Rose strengthened the leadership team, while both Paul Trotter and James Arnett joined in the summer months. 

* FIS acquired Capco in September 2011 for a fee of just under $300 million. With over 40,000 employees and a revenue of more than $6 billion FIS is one of the globe’s largest professional services firms that serves the financial services industry.

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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.