Jake is an Executive Consultant in KPMG’s Investment Advisory team, providing investment advice to trustees and sponsoring employers of defined benefit pension schemes with assets ranging from £25m to £1bn. Jake helps his clients to understand and manage their investment risks, assisting them with objective-setting, strategic asset allocation and liability hedging analysis.
Jake is also a member of KPMG’s investment research team specialising in Environmental, Social and Governance (ESG) factors. Recently, Jake has also begun advising defined contribution pension schemes and insurance firms.
Jake joined KPMG seven years ago as part of its graduate programme within the Pensions Actuarial team in Birmingham. After qualifying as an actuary in 2017, he moved into Investment Advisory and now divides his time between Reading and London.
Outside of work, Jake can either be found hacking around his nearest golf course, struggling to beat his 5km PB, or spending far too much time in Disneyland – “apart from qualifying as an actuary, my greatest achievement has to be my Lego reconstruction of the famous Disneyland castle..!”