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.
Ed brings over 20 years of experience in the wealth and asset management industry. He has a track record of building market leading propositions in the advice market as well as experience in growing innovative digital businesses.
Prior to joining Benchmark Capital, Ed was Managing Director of Transformation and Strategy at Aegon UK.
Gillian is Head of Intermediary Solutions for Schroders.
She joined the Group in 2019 following an extensive career at Standard Life, followed by consultancy positions with a range of platforms, asset managers and financial advisers.
Gillian is a well known and respected industry figure and is on the advisory Board of Women in Asset Servicing, a co-host of Women in Platforms and hosts a monthly podcast for the Diversity Project.
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.
Helen has been Chief Financial Officer for Schroders Wealth Management since May 2020 and is responsible for financial, management and regulatory reporting.
She joined Schroders in 2002 and held positions in London, Bermuda and New York before being appointed as Head of Finance, Wealth Management in July 2016.
Helen is a Chartered Management Accountant and graduated in 2002 with a BA in Philosophy from Warwick University.
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.
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.