PEOPLE MOVES: Schroders, Progeny, Ocorian
Co-heads of intermediary named at investment manager, while wealth firm opens tax service
Schroders
-
-
One-in-five Brits would rather see dentist than IFA
Many still see the role of an adviser ‘akin to that of an estate agent or double-glazing salesman’
-
Schroders scoops up Woodford Patient Capital trust
But disappoints with ‘hedge fund’ type fees
-
PEOPLE MOVES: Schroders PW, Ashburton Investments, WH Ireland
CEOs named at both financial planning and asset management firms
-
SJP set for price war with Schroders Personal Wealth
But it could still be cheaper to use an independent adviser
-
PEOPLE MOVES: Aviva, Sun Life, Brooks Macdonald
Aviva hires from Zurich to fill COO role, as life firm names president of Asia business
-
PEOPLE MOVES: Schroders PW, Pictet WM, AIA Malaysia
Advice joint venture poaches from Hargreaves Lansdown while wealth manager names CEO for Asia
-
Lloyds reveals robo plans for pots too small for Schroders
Firm’s mass market offering will launch in late 2020
-
Downbeat investors tell advisers to pull funds from Schroders
Wealth arm reports a 21% decrease in profit before tax for H1 2019
-
Are women letting others influence their investments?
Following trends may be detrimental for the long term
-
Schroders expands impact investment offering with acquisition
Firm is a ‘blueprint for the future of our industry’
-
300 advisers join Schroders Personal Wealth
Financial planning firm will offer ongoing advice