Schroders Wealth Management announces new global roles in Family Office, Impact and Philanthropy
As part of Schroders Wealth Management’s continued focus and commitment to delivering global solutions for its Family Office clients, we are delighted to announce two new global roles.
Clare Anderson has been appointed Global Head of Schroders’ Family Office Service. In this role, Clare is responsible for ensuring that the services we offer to ultra-high-net-worth families and their advisers continue to meet their evolving needs and are coordinated across our Wealth offices globally. This appointment will further enhance the experience of these important clients, many of whom have family members and interests across the world.
Lyn Tomlinson has been appointed to the role of Head of Impact Solutions for the Schroders Group. Lyn will continue in her current role as Schroders Wealth Management’s Head of Philanthropy and Impact but as part of her expanded remit on Impact, she will be tasked with developing the impact solutions offering for clients across the Schroders Group.
Mary-Anne Daly, Schroders’ Global Head of Wealth Management and CEO of Cazenove Capital, commented:
“We are delighted to announce these new roles across Wealth Management and Schroders, which confirm the importance we place on tailoring our service to distinct client groups and sharing knowledge and best practice across the Group for the benefit of our clients.”
In addition to these new roles, Alex Ross-Parkinson has been appointed to the newly created role of Head of Family Office Business Development for the Schroders Group. In this new role, Alex will engage with Family Offices to deliver tailored solutions and propositions to these important Schroders clients, leveraging the capabilities of the overall Group, working closely with Clare Anderson. Alex will have a dual reporting line, to Sam Gold within the UK Client Group and to Katherine Cox as Global Head of the Long-Term Asset Owner segment, with its strong focus on family offices.
Katherine Cox, Global Head of Long-Term Asset Owners, commented:
“These roles further strengthen our dedicated focus on the global Family Office segment and will enable us to build on the strong collaboration already in existence between Wealth Management and Schroders’ Client Group in the UK into other key markets in delivering for our clients.”
ENDS
For further information, please contact:
Estelle Bibby
Head of Marketing and Communications, Schroders Wealth Management
+44 20 7658 3431
estelle.bibby@cazenovecapital.com
Augustine Chipungu
Media Relations Manager, Schroders
+44 20 7658 2106
augustine.chipungu@schroders.com
Note to Editors
About Schroders Wealth Management
As a long-established wealth manager with an absolute focus on preserving and growing our clients’ wealth, what matters most to our clients, matters most to us.
Private individuals, family offices, trusts, institutions and charities all rely on us to provide them with bespoke wealth management services. Skilled in investment management, wealth planning and banking services – we also offer discretionary fund management to external advisers and their clients, and we are the largest charity fund manager by assets under management in the UK.
For two centuries we have helped clients look forward to a successful future. With each client, we plan for the long term and invest the time to gain a detailed understanding of their unique circumstances, goals and ambitions. The majority of our clients, and many of our own people, work with us for years, decades and even generations. This creates relationships of unusual depth.
Our experience of navigating complex markets and adapting to change helps us balance risk and reward. The investment expertise we call upon as part of Schroders, a truly global asset manager, combined with our long-standing experience of advising clients, is what sets us apart.
Wealth Management office locations
Cazenove Capital: UK and Channel Islands. Schroders Wealth Management: Singapore and Switzerland.
Schroders Wealth Management, including Cazenove Capital, has £110.2 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 31 December 2023. Further information can be found at Wealth Management Schroders | Cazenove Capital.
Schroders plc
Schroders is a global investment management firm with £750.6 billion (€866.2 billion; $956.9 billion) assets under management, as at 31 December 2023. Schroders continues to deliver strong financial results in ever challenging market conditions, with a market capitalisation of circa £7 billion and over 6,100 employees across 38 locations. Established in 1804, the founding family remains a core shareholder, holding approximately 44% of Schroders’ shares.
Schroders has benefited from a diverse business model by geography, asset class and client type. It offers innovative products and solutions across four core growing business areas; asset management, solutions, Schroders Capital (private markets) and wealth management. Clients include insurance companies, pension schemes, sovereign wealth funds, high net worth individuals and foundations. Schroders also manages assets for end clients as part of its relationships with distributors, financial advisers and online platforms.
Schroders aims to provide excellent investment performance to clients through active management. It also channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we will deliver for our shareholders and other stakeholders.
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