Schroders has appointed Oliver Gregson (pictured) as CEO, Wealth Management, to succeed Mary-Anne Daly as she steps back from full-time responsibilities.
Gregson, who has joined the firm from JP Morgan Private Bank, will oversee Cazenove Capital, Schroders Personal Wealth and Benchmark after he assumes the role from June this year. Outside of the UK, he will focus on expanding Schroders’ Wealth arm internationally.
Daly will remain as a strategic adviser to Schroders’ Wealth business.
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Richard Oldfield, group chief executive at Schroders, said: “Mary-Anne has been central to our success in growing our Wealth Management segment and making it the strong business that it is today. I want to thank her for her achievements and inspirational leadership, and I am delighted that she has agreed to stay with us in her new role as a Strategic Adviser to the business.
“Oliver’s appointment comes at an important time for Schroders as we continue to expand our Wealth Management capabilities. His extensive experience, strong leadership, and deep understanding of client needs make him well-placed to take the business forward.
“We look forward to working with him as we build on our success and further strengthen our offering in the UK and internationally.”
Gregson has more than 25 years of experience in financial services, having previously held the role of region head for the United Kingdon, Ireland and the Channel Islands at JP Morgan Private Bank.
Prior to his eight years here, he was head of HSBC Private Bank’s investment group. Gregson has also worked as global head of discretionary portfolio management at Barclays Wealth and Investment Management.
Commenting on his appointment, he said he is “honoured to be joining Schroders at such a pivotal time for the Wealth Management industry”.
“As clients navigate an increasingly dynamic and complex financial landscape, the demand for trusted, high-quality, and holistic advice has never been greater.
“Schroders’ deep investment expertise across public and private markets, its client-first culture, and rich family heritage make it uniquely positioned to meet these evolving needs. The firm has ambitious plans to expand and enhance its wealth management offering, and I am excited to lead this next phase of growth.”
Outgoing CEO Daly, who has stepped back to allow time to pursue other interests, joined Cazenove Capital as chief executive in 2001, joining Schroders after it acquired the firm in 2013. She became CEO of Schroders’ Wealth Management arm in May 2023.
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Daly has more than 47 years of experience in financial services, having joined JP Morgan Chase as vice president in 1978. She has also held director roles at ING Investment Banking and Baring Asset Management.
She said: “It has been a real privilege to lead Schroders’ Wealth business and to see it develop from the boutique it once was to where we are now, a major part of the Schroders Group. I want to thank the Schroders board and the Schroder family for their constant support in this exciting journey.
“I am particularly proud of our people across the business who have unfailingly kept their eyes on our clients and worked as one to deliver the exceptional standards of service and performance that we set ourselves.
“Oliver joins a remarkably talented team, and I am confident that he is the right person to lead the business through a new phase of expansion, both in the UK and overseas. I am looking forward to contributing to the continued success of the business as a strategic adviser.”
This story was written by our sister title, Portfolio Adviser
