Schroders
Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
Best Practice | 23 Nov 22
Advice firms told to ‘get creative’ to attract younger clients
As they prepare to future-proof their businesses
Schroders subsidiary buys UK advice business
It has also picked up a 49% stake in a chartered financial planning firm
PEOPLE MOVES: Amundi, Singlife, Schroders PW
French asset manager names Belgium CEO, while insurer hires deputy CIO
PEOPLE MOVES: Scottish Widows, Schroders, Invesco
Insurer names CEO, as asset manager makes c-suite changes in Apac