Schroders
Advisers need to focus more on segmentation
As 70% still categorise clients according to assets under management
PEOPLE MOVES: Schroders, Progeny, Ocorian
Co-heads of intermediary named at investment manager, while wealth firm opens tax service
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