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New Partner, Jon Exley, Joins KPMG Investment Advisory

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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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