Schroders is delighted to announce the appointment of Toby Glover as CEO of Schroder Wealth Management (US) Limited (“Schroders Wealth US”), a specialist wealth management business focused on clients with US reporting requirements. Dominic Emmerson, former CEO, will become Chair of the business.
Toby Glover brings over 14 years of experience in wealth management and previously held senior roles at Cazenove Capital, the UK wealth management arm of Schroders.
Schroders Wealth US began operating in 2017 and has grown significantly since then, delivering strong returns for its clients. The firm has built a compelling investment track record over the past five years, with its flagship strategies all outperforming the peer group and the majority achieving first quartile performance, based on data from investment consultant ARC.*
"We are excited to welcome Toby to the team," said Dominic Emmerson. "His industry expertise and leadership skills make him the ideal candidate to lead Schroder Wealth US through its next phase of growth."
"I am thrilled to be joining the talented and highly specialised team at Schroders Wealth US," said Toby. "I look forward to building on the firm's strong track record and delivering outstanding results for our clients. We continue to see strong demand for our service from clients with US tax-reporting requirements.“
ENDS
For further information, please contact:
Estelle Bibby
Head of Marketing and Communications, Schroders Wealth Management
+44 20 7658 3431
estelle.bibby@schroders.com
Laura Keeble
Marketing Manager, Cazenove Capital
+44 20 7658 1615
laura.keeble@cazenovecapital.com
Notes to editors
About Schroders Wealth US
https://www.schroders.com/en-us/us/wealth-management/
Schroders Wealth US is authorised and regulated by the Financial Conduct Authority and is registered as an investment adviser with the US Securities and Exchange Commission.Each of its advisors is registered with the US Financial Industry Regulatory Authority (FINRA).
It is one of a small number of firms in the UK that has expertise in dealing with US clients and one of an even smaller number that can draw on the resources and support of a global financial institution. Schroders Wealth US sits within the Schroders wealth division alongside several specialist wealth entities including its sister company, Cazenove Capital.
Further information can be found at: https://www.schroders.com/en-us/us/wealth-management/
*Based on the performance of Schroders Wealth US’ GBP and USD cautious, balanced, growth and equity focus strategies compared to the comparable ARC Private Client Index. As of 31 March 2023.
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