In December 2016, Schroders, the FTSE 100 global investment manager, made a strategic investment into Benchmark Capital, recognising the group’s best-in-class technology, unique investment platform and deep relationship with its clients.
Benchmark Capital has grown significantly and now we have a partner with whom we can explore new opportunities. There is a strong cultural fit between the two businesses, with a shared commitment to delivering the best possible client outcomes.
Ian founded the original business in 1993 and has overseen its growth over the past 25 years. 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.
With over 20 years of global business experience covering business continuity, project management, corporate turnarounds, insurance, specialist bespoke pensions and white-label digital sales and implementation, Jo focuses on building strong collaborative relationships. She worked with Benchmark Capital for six months on a consultancy basis before joining as COO.
Peter manages the overall business and strategic development of Schroders. Having begun his career at Schroders, he went on to become Global CIO of Europe at Deutsche Asset Management CEO, and Chairman of RWC Partners, before rejoining Schroders in 2013. Peter is currently Chairman of the Investment Association and a member of the Takeover Panel.
Keith joined Benchmark Capital in 2013 and oversees all customer relationship management, sales and marketing, project implementation and commercial operations across the group.
He has over 20 years of experience in financial services, business consultancy and strategic business development.
James joined the group in 2003 and oversees compliance and risk control. Under his stewardship, Best Practice has been recognised in national awards for governance, risk and compliance. James has twice been awarded Best Head of Compliance, corroborating the high standards achieved and maintained across the group.
Andy has been the principal architect behind Benchmark Capital’s IT strategy. He joined the group in 2006 and is responsible for all software development, infrastructure and security.
Before joining Benchmark Capital, Andy worked for a development house in Brighton specialising in recruitment software.
Mike is a highly qualified financial planner with over 15 years of experience in providing financial planning services to wealthy clients. He is the Investment Director for Best Practice and was previously the group’s Compliance Director. Mike is chairman of the Fusion Wealth Investment Committee and the group’s £500m Managed Portfolio Service.
Craig joined Benchmark Capital in 2014 and is responsible for all financial matters across the group. He takes a central role in determining the group’s long-term strategic plans and its key business acquisitions. Craig is a Chartered Management Accountant (ACMA, CGMA).
Alex is responsible for all Portfolios and Funds managed under the group's discretionary permissions. Before joining Benchmark, Alex spent 5 years with a discretionary fund management business, where he designed and managed model portfolios for financial advisors and wealth management firms across the world.
To us, offering a unified and collaborative service is everything. The
relationships we build drive value to our clients and to us as a group.
We work together as one, sharing knowledge, ideas and experience
across our companies so our partners get the benefit of multiple
skillsets, and the leading-edge digital tools to create value in targeted
ways across financial institutions.
To learn more about our cultural bond we have, click here.
Telephone: 01403 33 44 11