Ian Bennett

Ian Bennett

Audit Senior

Followers of Ian Bennett850 followers
location of Ian BennettWarrington, England, United Kingdom

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  • Timeline

  • About me

    Group Finance Director at Artorius Wealth

  • Education

    • University of Liverpool

      1995 - 1998
      Bachelor’s Degree BA Economic & Social History 2:1

      BA Hons Economic and Social History

    • Institute of Chartered Accountants in England and Wales

      1998 - 2001
      Chartered Accountant FCA
  • Experience

    • Whittingham Riddell LLP

      Sept 1998 - Oct 2002
      Audit Senior

      Experience:-Audit assurance to owner managed businesses with a turnover from £1m-£200m, including statutory account preparation as a UK 200 firm.Preparation of corporate and personal tax annual returns and computations.Special work covering financial forecasts and due diligence.

    • Tilney Group

      Oct 2002 - Apr 2008
      Private Wealth Management - Group Financial Controller, and Finance Manager (M&A and Strategy)

      • Reporting to the Finance Director I supported the turnaround of breakeven business post 2002 downturn to an EBITDA of £65m and turnover of £300m+ (2002/08).• In-house support to buy and build strategy including due diligence and financial close for extended consolidated Tilney Group covering 15+ entities across the UK, Monaco, Ireland & Bermuda. o Sale of Tilney Group to Deutsche Bank for £355m (2006). o Sale of Tilney Group to Bridgepoint Equity Partners and management buyout for £110m including £65m debt finance from Bank of Scotland (2005). The sale was the first private equity backed wealth MBO in the UK. o 5 strategic acquisitions in excess of £50m (2003/05). o Outsourcing and sale of back office function to Bank of New York converting £4m p.a. of fixed cost into a variable cost platform that could support buy and build strategy (2002). • Implemented redesign of month end reporting and process to meet DB (2007), and Private Equity/Debt partner requirements including loan covenant compliance (2005). • Promoted to Group Financial Controller at 28 in 2005. Show less

    • Deutsche Bank

      Jan 2007 - May 2017

      Global head of strategic planning, analytics and performance reporting, overseeing the financial close, analytics, planning and forecasting of a highly successful EUR 3 billion turnover business with invested assets in excess of EUR 720 billion spread across 200 global legal entities acting in the capacity of a deputy CFO, supported by 140 onshore and offshore finance staff including 15 global direct reports. Additionally, providing regional CFO oversight for the UK AM franchise, covering 5 regulated UK entities. Supported the carve out of AM from AWM, and led a significant part of the DWS Frankfurt listing. Deutsche Bank (DB) is one of the world’s largest global universal banks with turnover of over EUR 32 billion, total assets of over EUR 1,700 billion, & 31 million clients operating in over 70 countries. Asset Management (AM) is one of three divisional pillars of DB, and ranks among the 10 largest bank owned asset mangers worldwide with over EUR 700 billion of assets under management. AM provides global investment solutions to institutions, retail clients, family offices & intermediaries across all major asset classes including infrastructure funds. Show less

      • Asset Management - Global Head of Strategic Planning, Analytics & Performance Management and UK CFO.

        Dec 2015 - May 2017
      • Asset & Wealth Management, Global Finance Director

        Jun 2012 - Dec 2015
      • Private Wealth Management, Finance Director

        Jan 2010 - Dec 2015
      • Private Wealth Management, Business Partner

        Jan 2007 - Dec 2009
    • Artorius Wealth

      Sept 2017 - now
      Group Finance Director

      Very excited to have joined Ian Marsh and team as Group Finance Director of Artorius Wealth.

  • Licenses & Certifications

    • Icaew