Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
Schroders
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Advice firms told to ‘get creative’ to attract younger clients
As they prepare to future-proof their businesses
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Schroders subsidiary buys UK advice business
It has also picked up a 49% stake in a chartered financial planning firm
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PEOPLE MOVES: Amundi, Singlife, Schroders PW
French asset manager names Belgium CEO, while insurer hires deputy CIO
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PEOPLE MOVES: Scottish Widows, Schroders, Invesco
Insurer names CEO, as asset manager makes c-suite changes in Apac
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PEOPLE MOVES: DWP, Transamerica Life Bermuda, T Rowe Price
Guy Opperman is back at the Department for Work and Pensions, as insurer makes c-suite change
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PEOPLE MOVES: Quilter Investors, London & Capital, Arbion
Investment firm names head of responsible investment, while wealth manager hires executive director
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PEOPLE MOVES: Hargreaves Lansdown, Schroders PW, UBS
CEO to retire from investment firm, as advice group names chief technology officer
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‘Expert’ investors value ESG more than novices
Majority of savers believe sustainability is crucial to delivering long-term returns
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Schroders launches food and water fund in Singapore
It will be exclusively offered to HSBC’s retail banking clients in the country
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Schroders expands model portfolio business to international market
It will offer active and sustainable models across risk profiles
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Boutique favourites among £10.7bn ‘dog’ funds in Bestinvest report
Previous ‘pawful’ performers from Invesco and SJP redeem themselves in latest edition of Spot the Dog