Peter is Global Head of Wealth Management at Schroders. He joined in 2019 with over 20 years' leadership experience in wealth management at UBS, Barclays and Tilney.
David joined Benchmark Capital in February 2020 and oversees the strategy and day-to-day management of the business. Prior to this, David spent seven years at Zurich Insurance and held senior positions at Fidelity International, Standard Life Aberdeen and Schroders.
David has more than 24 years’ experience in financial services spanning fund management, platform, technology, life, savings and general insurance.
Ian founded the original business in 1993 and has overseen its growth over the past three decades.
Having been instrumental in the design of much of the group’s technology, he now focuses primarily on overall strategic direction.
Ian is a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner.
Peter is Group Chief Executive Officer at Schroders. His day-to-day responsibilities cover the management and strategic development of the Group.
James is Head of UK & Latin America for Schroders.
In early 2019, he was acting Chief Executive of the new Wealth Joint Venture between Lloyds and Schroders, Schroders Personal Wealth. He returned to Schroders in October 2019 following his promotion.
Prior to this, James was Co-Head of UK Intermediary Business at Schroders and Chief Executive of Schroder Unit Trusts.
Roger has been at Schroders since 2008 where he currently holds the position of Head of Corporate Development and is responsible for global M&A activity within the company.
He joined in 1994 and has held a number of accounting roles in that time including CFO of North American business and UK business.
Jo joined Benchmark Capital in April 2018 following a six-month consultancy assignment with the Group. She focuses on operational strategy, improvements and change management. With a strong collaborative ethos, Jo has worked across many industries, including Utilities, Emergency Services and Financial Services.
Jo has over 25 years' experience covering business continuity, corporate turnarounds, insurance, specialist bespoke pensions and white-label digital sales and implementation.