Curtis Banks Group Plc
CBP:LN
Overview
Company Profile
Curtis Banks specialises in self-invested pensions. Our senior team has been involved with small self-administered schemes (SSASs) since 1995, giving us almost unrivalled experience in this field. Since 2009 we’ve grown through a combination of acquisitions and organic growth, and have maintained our focus on robust service, modern technology and innovation throughout.
Classification
Sector Finance
Industry Asset Management Services
Financials
Corporate
Board of Directors
Rupert Curtis
Chief Executive Officer
Rupert has over 37 years’ experience at a senior level in the SIPP and SSAS industry, making him one of the most experienced executives in the sector. Previously the Managing Director of IPS Pensions and a director at James Hay, Rupert has overseen the successful development of Curtis Banks from a standing start to one of the major SIPP and SSAS operators in the UK.
Paul Tarran
Chief Financial Officer
Paul has over 30 years’ experience in the financial services industry having previously held the position of Finance Director with Savoy Asset Management plc, a publicly listed stockbroker and being a founding director and Finance Director of IPS Pensions. Paul is responsible for the finance function for the Group and brings a wealth of experience in corporate matters, to benefit the strategic development of the Company. Paul was one of the founders of Curtis Banks and is a Fellow of the Institute of Chartered Accountants in England & Wales.
Will Self
Deputy Chief Executive Officer
Will joined Suffolk Life in 2003 having completed his first degree in Oceanography at Southampton University. Over the next few years he worked within a number of areas of Suffolk Life including Corporate Development where he was instrumental in launching several propositions with multi-national insurers. Will completed his MBA from Cranfield University in 2010 and was made a director of Suffolk Life in the same year initially as Operations Director and subsequently as Product and Operations in 2012. Will became Managing Director in 2013 and during 2015 was also CCO of Cofunds, a sister company within L&G. He led the strategic review during 2015 which lead to the sale to Curtis Banks in January 2016. Will is also a Trustee of East Anglia's Children's Hospice (EACH) and lives in Suffolk with his wife and two young daughters.
Chris Macdonald
Chairman
Chris is the founder and non-executive director at Brooks Macdonald Group plc. He is a qualified investment manager and has worked in investment management and financial services since the start of his career in 1982 and has won several investment management awards. Chris is also Chairman of Catley Lakeman and an associate of the Institute of Continuing Professional Development. Chris is Chairman of our Risk & Compliance Committee.
Bill Rattray
Non-Executive Director
Bill is the Finance Director of Aberdeen Asset Management plc, one of the world’s leading asset managers, which joined the FTSE 100 in early 2012. Bill joined Aberdeen Asset Management in 1985 as company secretary and subsequently became group financial controller. He was appointed finance director of the group on 31 January 1991. Before joining Aberdeen, he trained as a chartered accountant with Ernst & Whinney in Aberdeen and qualified in 1982. Bill is a director of a number of Aberdeen’s subsidiary companies. Bill is Chairman of our Audit Committee.
Jules Hydleman
Non-Executive Director
Jules has over 15 years’ experience as a non-executive Director and Chairman. Currently he holds Chairmanships of Equip Holdings Limited, Gro-group International Limited and Cornwall Farmers Co-operative. Previously, Jules was Chairman of Innocent Drinks for 10 years from start up until eventual exit. During that time Innocent won numerous awards for Human Resource Management as well as running the Innocent Foundation that worked directly with farmer/ growers in third world countries to improve working conditions. Jules is Chairman of our Remuneration Committee.