Deutsche Bank Chairman Corporate Broking joins KPMG

24 October 2014

KPMG has hired James Agnew as Senior Member of its Capital Advisory Group, a function he will assume early 2015. Agnew will join KPMG from the Deutsche Bank with extensive experience in corporate broking, with the intent to expand KPMG’s footprint in investment banking.

James Agnew will join professional services firm KPMG in early 2015 from the Deutsche Bank, a company he joined in 2002. At Deutsche Bank, Agnew was the Chairman of UK Corporate Broking, a function in which he advised on transactions such as the acquisition of Cadbury by Kraft in 2011, worth $19 billion, the sale of Old Mutual’s Nordic division to Sweden's Skandia, with a value of £2.1 billion, and the Standard Life’s sale of its Canadian business of £2.2 billion. Prior to joining the Deutsche Bank, Agnew acted as the Head of Corporate Broking at Merrill Lynch from 1995 to 2002.

James Agnew

In addition to his role as the Chairman of UK Corporate Broking at the Deutsche Bank, Agnew is a member of the panel on Takeovers and Mergers, the UKLA Advisory Committee, the London Stock Exchange Primary Markets Group, and the Remuneration and Nomination Committees. He also is the Chairman of the Audit Committee, and was appointed non-executive director of Dublin-based oil and gas firm Petroceltic in 2012. Agnew is a Chartered Accountant (CA) and a graduate of Oxford College.

Agnew will return to KPMG as Senior Member of its Capital Advisory Group. KPMG’s move to lure in Agnew follows other hires by large professional service firms of senior talent from large investment banks. Two recent examples: in May, KPMG also hired Richard Gostling, the former Head of Business Services at Goldman Sachs, while rival PwC lately hired former Rothschild banker Peter Whelan.



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.