Is AuM the best way for advice firms to segment clients?
Increasing regulatory requirements have made the process seem like a ‘daunting task’
Schroders
-
-
PEOPLE MOVES: Schroders, Neuberger Berman, Standard Chartered
Veteran fund manager to retire, while investment management firm hires head of Emea insurance
-
Investors net £30m in savings from value assessments
More than 320,000 retail customers switched into cheaper share classes after FCA crackdown
-
Schroders unveils multi-asset offshore fund in South Africa
It aims to deliver ‘long-term capital growth’ over five-to-seven years
-
Schroders Personal Wealth unveils multi-asset portfolio range
It will invest mainly in Schroders funds but will also contain third-party ones
-
Is the UK financial advice sector ready for ESG demand?
Strategy will ‘have a much more significant role to play’ in post-coronavirus retail investments
-
Schroders Personal Wealth hires ex Openwork boss as CEO
He replaces Peter Hetherington who left after less than a year in the role
-
PEOPLE MOVES: Hinduja Bank, Capital Group, Schroders
Swiss private bank names CEO, while investment firm hires global head of ESG
-
Schroders Personal Wealth boss quits after less than a year
James Rainbow to temporarily return to the helm of the business
-
Schroders firm acquires majority stake in UK financial planner
Deal will expand the subsidiary’s footprint in the south of England
-
PEOPLE MOVES: HSBC PB, Mattioli Woods, Schroders PW
Bank names global head of products and investments, wealth firm hires acquisition development officer
-
Coronavirus will heighten adviser focus on ESG
Many believe the pandemic will impact client attitudes towards sustainable investing