Jon Exley, previously a partner within Mercer’s specialist Financial Strategy Group, is to join the Investment Advisory practice at KPMG in the UK as a partner in November this year.
Jon Exley will become the third Partner in KPMG’s Investment Advisory practice, joining Patrick McCoy and Nick Evans. KPMG’s Investment Advisory practice comprises a 60 strong team currently advising clients with over £25 billion under management.
Patrick McCoy, Head of Investment Advisory at KPMG in the UK, said: “We are delighted that Jon is joining us as he brings a wealth of consulting and banking experience. He will be advising clients on investment and risk management issues, which are both areas where clients need clear guidance in these difficult times.”
Jon studied maths at Imperial College and is a qualified actuary. He has been a partner within Mercer’s specialist Financial Strategy Group since 2008. Prior to that he was a Director in the successful Pension Solutions Group at Barclays Capital where he was directly involved in some of the largest risk management trades undertaken by pension funds.
During his career, Jon has been at the forefront of research in asset and liability modelling and the application of modern financial techniques to pension schemes. He has co-authored a number of influential papers on the application of financial theory to pension funds in addition to advising a wide range of clients including pension funds, insurance companies, property companies and state reserve funds.
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For further information please contact:
Margot Cowhig, KPMG Corporate Communications
Tel: 0207 694 4246 Mobile: 07920 274856: margot.cowhig@kpmg.co.uk
KPMG Press Office: 0207 694 8773
About KPMG LLP
KPMG LLP, a UK limited liability partnership, is a subsidiary of KPMG Europe LLP and operates from 22 offices across the UK with nearly 11,000 partners and staff. The UK firm recorded a turnover of £1.6 billion in the year ended September 2010. KPMG is a global network of professional firms providing Audit, Tax, and Advisory services. We operate in 150 countries and have more than 138,000 professionals working in member firms around the world. The independent member firms of the KPMG network are affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. KPMG International provides no client services.
