Spear’s Top 100 most influential people features Mary-Anne Daly, CEO Wealth Management, Schroders
We are delighted that Mary-Anne Daly, CEO of Wealth Management, Schroders, and Leonie Schroder, Non-Executive Director of Schroders plc, were both included in Spear’s 2024 Power List.
The Power List recognises those individuals with significant influence in private wealth and for high-net-worth individuals and families more broadly. The 2024 list includes household names, along with influential figures who prefer to keep a lower profile. Those selected include business owners, philanthropists and professional advisers and come from a wide range of sectors including finance, technology, luxury goods and property.
Mary-Anne Daly, CEO of Wealth Management, Schroders commented:
"I am delighted to have been included in the Spears' Power List and proud of what we have accomplished in Wealth Management. We have one of the most highly regarded wealth managers in the UK, with a strong international footprint. With the resource and support of our parent company, Schroders, we have built a profitable, growing business that offers private clients and charities a comprehensive range of services that few other wealth managers can match. Our unique culture is a hugely important part of our appeal, and it is a significant focus for me. The ability to listen to clients, a determination to meet their needs and curiosity about the world are key attributes we look in for in our portfolio managers. I hope they also define my leadership style: I have built a team of talented people with different skills and perspectives, who know their views will be heard and are united in wanting what’s best for our clients."
ENDS
For further information, please contact:
Estelle Bibby
Head of Marketing and Communications
+44 20 7658 3431
estelle.bibby@cazenovecapital.com
Laura Keeble
Marketing Manager
+44 20 7658 1615
laura.keeble@cazenovecapital.com
Note to Editors
About 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 £102.6 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 30 June 2024.
Further information about Cazenove Capital can be found at www.cazenovecapital.com.
Issued by Cazenove Capital which is part of the Schroders Group and is a trading name of Schroder & Co. Limited. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
When investing, your capital is at risk.
The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested. Cazenove Capital is a trading name of Schroder & Co. Limited. Registered Office at 1 London Wall Place, London EC2Y 5AU. Registered 2280926 England. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be recorded or monitored.