Arnold AHEREZA
Managing PartnerArnold is a seasoned accounting, finance, and investment professional and a Managing Partner at Ardenfield. With a strong track record of delivering value-driven solutions, he brings a wealth of both local and international experience to the firm. His career spans high-impact roles at leading global institutions, including Lombard Odier Bermuda, Deloitte & Touche Bermuda, and KPMG Uganda.
Arnold’s deep expertise lies in financial strategy, investment advisory, and cross-border financial operations. He is a Level III candidate in the prestigious Chartered Financial Analyst (CFA) program, reflecting his commitment to excellence and professional growth. Known for his analytical insight and client-focused approach, Arnold plays a key role in helping clients navigate complex financial landscapes with confidence.
Experience
- Audit & Assurance: Extensive experience in both internal and external audits, as well as review engagements, across diverse industries—ensuring regulatory compliance and delivering actionable insights for performance improvement.
- Accounting & Financial Reporting: Strong technical expertise in the application of IFRS and US GAAP. Proficient in the analysis and interpretation of financial statements, with a focus on accuracy, transparency, and meaningful financial storytelling.
- Investment & Wealth Management: Skilled in crafting Investment Policy Statements (IPS), strategic asset allocation, and conducting detailed investment performance reviews tailored to client goals and risk profiles.
- Treasury & Cash Flow Management: Hands-on experience in treasury operations, including cash flow forecasting, liquidity planning, and working capital optimization to support financial stability and strategic growth.
- Offshore Trust & Estate Planning: In-depth knowledge of offshore trust structures and the application of tailored wealth planning vehicles for high-net-worth individuals and families, with a focus on asset protection and generational wealth transfer.
- Risk Management & Internal Controls: Adept at identifying financial and operational risks, designing robust internal control frameworks, and enhancing governance structures to support sustainable business practices.
- Regulatory Compliance & AEOI: Proven experience managing compliance programs for the Automatic Exchange of Information (AEOI), including FATCA and CRS reporting—ensuring accurate filings and ongoing adherence to global transparency standards
Professional background
- Lombard Odier Bermuda Limited [12 years], Vice President, Client Support Services - overseeing the investment review function, accounting and financial reporting and tax compliance.
- Deloitte & Touche, Bermuda [2 years], Investment and Asset Management audit team.
- KPMG Uganda [3 years], audit team.
Education and professional associations
- Level III candidate, CFA Programme
- Association of Chartered Certified Accountant (ACCA) - Fellow
- Institute of Certified Public Accountants of Uganda (ICPAU) - Member
- Institute of Internal Auditors - Member
- Bachelor of Commerce (Accounting) degree, Makerere University Kampala – First Class Award
Community service & involvement
- Adjunct Lecturer, ACCA Program, Bermuda College [Sept 2014 – Jun 2020]
- Rotarian, Board Member, Hamilton Rotary Club, Bermuda [2018-2020]
