Lifestyle Article - Hymans Robertson appoints new equity partners and partners

Hymans Robertson has made two new high level promotions, appointing Stephen Birch and James Mullins as equity partners of the firm. At the same time it has also appointed seven new partners.

 The promotions have come from across the firm, from the established areas through to the leading edge Incubator team, which aims at identifying potential new products or services. 

 Stephen Birch is Strategy Director at Hymans Robertson and is leading the firm’s diversification into the retail market, exploring how it can help customers with their pensions savings, in the period up to and beyond retirement. Stephen brings an ability to analyse the market needs, prior to developing and implementing solutions. Before joining Hymans Robertson, Stephen worked as Head of Investments for the insurance division of Lloyds Banking Group. He regularly contributes to debate and discussion within the UK asset management community, speaking at industry conferences and writing for publications.

 James Mullins is Head of Risk Transfer at Hymans Robertson where he established the firm’s risk transfer business and successfully built it into a leading force in this area of the market, both in terms of reputation and track record. James joined Hymans Robertson in 2007 and his expertise is working with trustees and companies to help them find opportunities to reduce their pension scheme’s risks in a cost effective and intelligent way. James is also a regular conference speaker and commentator on buy-ins, buy-outs and longevity hedging.

 Commenting on the new equity partner promotions, John Dickson, Senior Partner at Hymans Robertson said: “The promotion of two more equity partners is testament to the continued successful growth of the firm. Stephen and James will both bring a fresh perspective to our member group with their talent, energy and ability. They have a breadth of qualities and experience that have already greatly benefited the firm, and as equity partners will now have the platform to make a rich contribution to our strategic direction. They are already proven leaders and will be a vital part of leading the firm as we continue to flourish.”

 Commenting on the appointment of five new partners, John continued: “As a firm, our strength lies in the diversity and depth of our expertise as well as our ability and adaptability to create more certain financial futures for our clients and their members in the face of increasing change. Each of my colleagues has demonstrated their real strength and suitability to meet these challenges and I’m thrilled to see this recognised in their promotion to partner. Their appointments demonstrate the breadth of skill that exists within Hymans Robertson and I’m incredibly proud of the talent that we have across all areas of the firm. As our business continues to grow and diversify, the quality and ability of our people will be paramount and Scott, Kathryn, Julie, Simon and James each illustrate this perfectly.”

 The new partners at Hymans Robertson are:

 Scott Finnie
 As an experienced software engineer and architect, Scott spent many years building and overseeing large, distributed software systems for organisations including Standard Life and Hewlett Packard. He joined Hymans Robertson in 2013 to lead development of the firm’s Guided Outcomes product suite. Scott is now a Solutions Architect helping drive the firm’s diversification aims by bridging the gap between business and technology. Scott is based in the firm’s Edinburgh office.

 Kathryn Fleming
 Kathryn joined Hymans Robertson’s Glasgow office in 2004 and currently leads Hymans Robertson’s DC strategic advice on at-retirement services. A qualified actuary, Kathryn has transferred those skills to the DC environment where she is passionate about delivering better outcomes for members, trustees and corporates by advising on areas such as pension strategy, providers and benefit adequacy. Kathryn is also a champion of flexible working and regularly advocates how it has benefited her career.

 Julie Hammerton
 Julie joined Hymans Robertson to head up PR from global communications agency, Hill and Knowlton in 2014, where the firm was one of her clients. In 2018 Julie moved from Co-Head of Marketing to become Lead Consultant in the firm’s Incubator, to take forward ideas for new business lines.

 Simon Jones
 Simon joined Hymans Robertson in 2011 as a senior investment consultant and, over the last three years, has led the development of the firm’s responsible investment (RI) proposition. Simon is also Deputy Chair of the Institute and Faculty of Actuaries’ Resource and Environment Board. He is based in the firm’s Edinburgh office where he joined after 6½ years at P-Solve.

 James Sheehan
 James joined the firm 11 years ago, beginning his time as a trainee investment consultant before moving into the firm’s risk modelling and technology practice. James is now Head of Client Services in this area and is focussed on helping to improve the decision making of our clients, by bringing together our rich breadth of technology, risk modelling and consulting experience. James is based in the firm’s Glasgow office where he joined from Santander in 2008.

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