Barclays Tax Director Steffan Adfeldt joins BDO

16 October 2014 Consultancy.uk

BDO has appointed Steffan Adfeldt as the new of Tax Director of the Financial Services Group, a role in which he will advise BDO on restructuring and compliance issues. Adfeldt joins from Barclays Investment Bank, where he worked for four years, as Tax Director in his last role.

Steffan Adfeldt joins accountancy and business consulting firm BDO from Barclays Investment Bank where he worked for more than four years. Adfeldt leaves Barclays as Tax Director, a role in which he oversaw all tax aspects of treasury matters across the whole group; this included funding, hedging and regulatory reform. Prior to this, he worked as an advisor for the company’s investment banking division. Before joining Barclays, Adfeldt worked for Allen & Overy as a Senior Associate from 2005 until 2010, and as a Trainee/Associate for Baker & McKenzie from 2000 until 2005. Adfeldt has a Graduate diploma in Law from the City University London, a Master’s degree in Philosophy from the University of Oxford, and a Bachelor’s degree in History from University College London.

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At BDO, Adfeldt will take on the role of Tax Director of the Financial Services Group, and will advise the firm on restructuring and compliance issues that relate to new regulatory directives. “As the industry evolves to address greater regulation, more complex competition and increasing customer expectations, clients want advice on anything from restructuring issues, to compliance with directives such as FATCA or AIFMD. Steffan’s skills and knowledge in this complex arena are a welcome addition to our team of financial services tax experts, and to the wider practice,” says Angela Foyle, Head of Financial Services Tax at the accountancy- and consultancy firm.

Commenting on his appointment, Adfeldt says: “The taxation regime faced by the financial services industry presents challenges for many businesses and I look forward to putting my skills and knowledge to good use in my new role. The practice is growing and I am excited about the opportunities this brings, particularly in relation to the firm’s core driver of delivering exceptional client service to the industry.”

Recently another former Barclays employee decided to move into the consulting industry: former Barclays COO Jonathan Rose joined Capco, where he serves as partner.

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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.