Schroders
PEOPLE MOVES: Chase de Vere, Novia Financial, Amundi
IFA firm names CEO, as platform hires director of adviser and customer experience
Best Practice | 31 Jan 22
Schroders subsidiary creates adviser academy
As it partners with training specialists Redmill Advance to deliver programme
Best Practice | 28 Jan 22
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
PEOPLE MOVES: St James’s Place, Schroders PW, Lombard Odier
Managing director steps down from wealth firm, as advice business makes c-suite change
China approves Schroders WM joint venture
It is the third Sino-foreign JV wealth company given green light to start business