Schroders and UOB unveil sustainable fund in Singapore
Clients can invest in the product with cash or retirement savings
Schroders
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Schroders unveils digital multi-asset portfolio in Thailand
It comprises a number of funds domiciled in the country
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Schroders Singapore launches PE fund in Thailand
It will be available to UHNW investors in the country
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PEOPLE MOVES: Chase de Vere, Novia Financial, Amundi
IFA firm names CEO, as platform hires director of adviser and customer experience
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Schroders subsidiary creates adviser academy
As it partners with training specialists Redmill Advance to deliver programme
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Just 7% of advisers have plan to retain female clients
Despite most women inheriting wealth leaving their financial planner within a year of their partner’s death
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PEOPLE MOVES: St James’s Place, Schroders PW, Lombard Odier
Managing director steps down from wealth firm, as advice business makes c-suite change
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China approves Schroders WM joint venture
It is the third Sino-foreign JV wealth company given green light to start business
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Schroder’s Benchmark Capital buys wealth firm
It will take client assets to £2.1bn, with more deals in the pipeline
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Nearly half of Brits to invest in 2022
Better financial wellbeing is key to improving mental health for most savers
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PEOPLE MOVES: Schroders Personal Wealth, IQ-EQ, FE Fundinfo
Advice business hires chief client officer, while investor services firm makes c-suite change
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PEOPLE MOVES: Credit Suisse, Quilter Investors, Allfunds
Swiss giant names CEO of wealth management, while multi-asset business hires CIO