Schroders
PEOPLE MOVES: Coutts, Strabens Hall, Natixis IM
Chief executive steps down from private bank, as advice company names COO
Schroders advice subsidiary buys UK financial planning firm
Deal adds £755m in AuA
Best Practice | 6 Jul 23
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
Schroders subsidiary hires ex-Sandringham FP CEO
He will take on the role of managing director of financial planning
43% of advisers see AI tech as a threat to their business
As one-fifth say they are fully prepared for Consumer Duty