Investors want more education from providers and advisers
They also demand for personal values and principles to be at forefront of their strategies
Schroders
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Advisers lack post-wealth transfer strategy
Many are worried their business will lose assets as they fail to retain clients
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Competition ‘heating up’ in UK wealth market
As firms continue to open hubs and regional offices across Britain
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Schroders subsidiary buys UK financial advice firm
Deal adds over £120m in client assets
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Schroders creates adviser net-zero guide
75% of IFAs report increase in number of clients asking for sustainable investment options
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Schroders and UOB unveil sustainable fund in Singapore
Clients can invest in the product with cash or retirement savings
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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