Benchmark Capital

Horsham, United Kingdom Founded: 1993 • Age: 33 yrs Acquired By Schroders
Provider of financial services

About Benchmark Capital

Benchmark Capital is a Financial Services company based in Horsham (United Kingdom) founded in 1993, and was acquired by Schroders in June 2018. Provider of financial services. Benchmark Capital has completed 7 acquisitions, including Aspect8, Benchmark Financial Planning and Oculus Wealth. Its chief executive, as recorded, is David White. Its website benchmarkcapital.co.uk draws about 27 thousand monthly visits. Benchmark Capital offers products and services including Financial Advice Service, Investment Platform, and Compliance Services. Its focus areas include Services for Investment Industry, Consultancy Services and Diversified. Its legal entity is Benchmark Capital Limited.

Company details

Benchmark Capital was founded in 1993 and is headquartered in Horsham, United Kingdom. Operations focus on the financial services sector, where investment advisory and capital management services are offered to clients. The company is led by CEO David White. Activities are centered in the UK market, supporting various financial needs through established practices in the region.

Key Metrics

Products & Services of Benchmark Capital

Benchmark Capital offers a comprehensive portfolio of products and services, including Financial Advice Service, Investment Platform, and Compliance Services.

Financial Advice Service
Advisory Services

Provides personalized financial planning for individuals and businesses

Investment Platform
Investment Solutions

Offers access to private assets and investment opportunities

Compliance Services
Support Tools

Delivers tools for regulatory compliance in financial advising

Investors in Benchmark Capital

Benchmark Capital has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Schroders.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Investment management and wealth management services are provided to clients.
1804schroders.comLondon, United Kingdom
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Investor details for Benchmark Capital

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People of Benchmark Capital

87 people are tracked at Benchmark Capital (19 in leadership, 5 in board & advisors, 63 in team).

NameRoleGroup
David White
CEOLeadership
Jodie Hornby
Senior Talent Development And Inclusion PartnerLeadership
Keith Hare
Group Head of Corporate DevelopmentLeadership
James Lasenby
Group Head of Risk & ComplianceLeadership
Karan Sejpal
Head Of Wealth Management And Deputy CEOLeadership
Kim Goddard
Group Head of HRLeadership
Ilani Liebenberg
Group Head of OperationsLeadership
Craig Fitzsimons
Group Head of FinanceLeadership
Ruth Skidmore
Group Head Of Service OperationsLeadership
Matt Novis
Head Of Talent AcquisitionLeadership
Shoten Deshmukh
Head Of Digital Strategy & TransformationLeadership
Chris Atkinson
Group Proposition And Strategy DirectorLeadership
Dillan Muthaiah
Head Of Platform OperationsLeadership
Sinead Meenan
Wealth Planning DirectorLeadership
Sandra Rhynes
Head Of Client Services And SupportLeadership
Theresia Irish
Head Of ImplementationLeadership
Andy Siantonas
Head Of ProductLeadership
Perry Buryfield
Head Of AutomationLeadership
Ashley Hewlett
Head Of Marketing - BenchmarkLeadership
Helen Fitzgerald
DirectorBoard & advisors

67 more people are available in the full profile.

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Complete people profiles for Benchmark Capital

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Investments & Acquisitions by Benchmark Capital

Benchmark Capital has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Aspect8, Benchmark Financial Planning and Oculus Wealth.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Offers financial planning, wealth management, investments, and retirement advice to clients in the UK.
verumfinancial.co.ukUnited Kingdom0Feb 2026β€’β€’β€’β€’
Financial planning services are offered to individuals and businesses.
robertsonbaxter.comHuddersfield, United Kingdom2007Feb 2025β€’β€’β€’β€’
Asset management services are provided to UK clients.
champain.co.ukSussex, United States2003Dec 2023β€’β€’β€’β€’
Provider of wealth management services
oculuswealth.co.ukLeeds, United Kingdom2013Dec 2022β€’β€’β€’β€’
Finance and accounting services are provided to clients.
aspect8.co.ukHorsham, United Kingdom1993Nov 2022β€’β€’β€’β€’
Wealth management firm
trpp.co.ukRomsey, United Kingdom1986Jun 2020β€’β€’β€’β€’
Financial advisory and wealth management services are provided to clients.
redbournewm.com2007Jun 2018β€’β€’β€’β€’
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Complete acquisition details for Benchmark Capital

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

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Timeline of Benchmark Capital

9 dated milestones of Benchmark Capital across 33 years, from founding to its latest funding, stage changes and deals.

  1. Founded Benchmark Capital is founded.
  2. Acquisition Acquires Redbourne Wealth Management.
  3. Exit Acquired by Schroders.
  4. Acquisition Acquires TRPP Wealth Management.
  5. Acquisition Acquires Aspect8.
  6. Acquisition Acquires Oculus Wealth.
  7. Acquisition Acquires Benchmark Financial Planning.
  8. Acquisition Acquires Robertson Baxter.
  9. Acquisition Acquires Verum Financial.

Web traffic of Benchmark Capital

The website of Benchmark Capital (benchmarkcapital.co.uk) receives about 26.7K visits a month.

  • Monthly visits
    26.7K

    ▲ 47.4% vs previous month

Similar websites

Websites whose visitors overlap most with Benchmark Capital. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
ftadviser.com
100%
171.1K#326,928View details
benchmark.com
48%
#1,427,561View details
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Related news about Benchmark Capital

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Frequently Asked Questions about Benchmark Capital

Benchmark Capital was founded in 1993.

Benchmark Capital is headquartered in Horsham, United Kingdom. It is registered at Horsham, West Sussex, United Kingdom.

David White is the CEO of Benchmark Capital, as recorded in our data.

Benchmark Capital was founded in 1993 and is headquartered in Horsham, United Kingdom. Operations focus on the financial services sector, where investment advisory and capital management services are offered to clients. The company is led by CEO David White. Activities are centered in the UK market, supporting various financial needs through established practices in the region.

Benchmark Capital offers Financial Advice Service, Investment Platform, and Compliance Services.

Benchmark Capital has made 7 acquisitions, including Aspect8, Benchmark Financial Planning, and Oculus Wealth.

Benchmark Capital has 1 investor. Key investors include Schroders.

Benchmark Capital operates through Benchmark Capital Limited.

Yes. Benchmark Capital was acquired by Schroders in June 2018.

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