Catch up with the latest news from Schroders Personal Wealth
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Only one in ten women feel very confident for retirement, new report shows
5 March 2025
A new report by Schroders Personal Wealth (SPW) has revealed that only 11% of women feel very confident about their retirement savings, compared to 25% of men, highlighting the continued gender gap in retirement savings.
The Women and Wealth Report 2025, which surveyed nearly 500 women, explores the financial landscape women navigate, breaking this down into four different life events: parenthood, divorce, retirement and loss, revealing the profound impact these events have.
Schroders Personal Wealth appoints Martin Andrew to its board
12 November 2024
Andrew, has over 25 years’ experience in the asset and wealth management industry and, most notably, spent 14 years as the CEO of Close Brothers Asset Management, which achieved significant growth during his tenure following a strategic refocussing on wealth management.
Schroders Personal Wealth creates new senior roles as growth accelerates
05 November 2024
Schroders Personal Wealth (SPW) continues to demonstrate its commitment to quality financial advice with the addition of two professionals to its Client Office Senior Leadership Team.
As part of SPW’s evolution, new roles have been created to support the company’s growth ambitions, with Katie Young joining as Head of Commercial, and James Harris assuming the role of Head of Advice Services and Investment Engagement, both effective 4 November.
One-third of women save less than £100 a month – New report reveals urgent financial disparities
8th October 2024
Women across the UK are facing a stark savings shortfall, with nearly one-third (29%) saving less than £100 a month, according to a new report by Schroders Personal Wealth (SPW).
But that’s not all. The Women and Wealth Report 2024, titled The Real Cost of Inequality, reveals financial gaps between men and women that span investments, pensions and even inheritances – all particularly worrying in an economic climate where every penny counts
Schroders Personal Wealth appoints Gemma Godfrey as Chair of ACD business board
8th August 2024
Schroders Personal Wealth (SPW) has appointed Gemma Godfrey as Chair of its Authorised Corporate Director (ACD) board, subject to regulatory approval.
Gemma is a leading business expert with over 20 years’ experience in the financial sector. She currently holds the role of Non-Executive Director at a number of financial businesses including Saga, Oberon Investments, and Kingswood Group.
Schroders Personal Wealth to launch new platform
1st February 2024
Schroders Personal Wealth (SPW) is today announcing the launch of its own platform as part of its commitment to continually enhance the journey and experience for clients.
This is a key strategic development for the business, enabling SPW to bring the control and oversight of client money and investments, in-house.
A quarter of UK adults are worried about paying for household basics reveals report from Schroders Personal Wealth
21st November 2023
The current economic environment of high inflation and the continued cost of living crisis has presented some serious financial challenges for many households, which are highlighted in a new report from Schroders Personal Wealth.
The latest Schroders Personal Wealth Money and Mind Report reveals that two-thirds (64%) of UK adults are currently concerned or very concerned about their finances. Of those concerned, a staggering 25% of UK consumers were worried they would not be able to afford household basics such as food.
Schroders Personal Wealth appoints Paul Greenwood as Head of Transformation
16th November 2023
Schroders Personal Wealth (SPW) has appointed Paul Greenwood as Head of Transformation.
In this newly created role, Paul will be responsible for driving transformative change across SPW whilst supporting the business strategy.
He will have accountability for the planning, implementation and management of change initiatives and for the framework used to deliver change and benefit realisation.
Schroders Personal Wealth appoints Alan Goodman as Chief Investment Officer
1st August 2023
Schroders Personal Wealth (SPW) has appointed Alan Goodman as its new Chief Investment Officer.
Alan has over 25 years financial services experience and previously held senior investment positions with leading Wealth Management groups such as St James’s Place, BNY Mellon and Invesco.
Schroders Personal Wealth appoints Justin Blower as Regional Director
24th May 2023
Schroders Personal Wealth (SPW) has appointed Justin Blower as Regional Director for the South and South Wales.
Justin will be responsible for leading SPW’s advice business across the region including Bristol, Cardiff, Oxford and the South West.
How to improve your financial wellbeing in 2023
21 December 2022
2022 has been a challenging year for many of us. The Russian invasion of Ukraine has driven up the cost of living and driven the markets down. And we’re now facing a higher tax burden. We’ve asked some of our Personal Wealth Advisers for their views on how best to respond to these challenges and how consumers could aim to improve their financial wellbeing in 2023.
Schroders Personal Wealth hires Dominic Sheridan as CEO of ACD business
16 November 2022
Schroders Personal Wealth (SPW) has appointed Dominic Sheridan as CEO of its Authorised Corporate Director (ACD) business, subject to regulatory approval.
Dominic will be responsible for leading and developing the ACD, launched in December 2019. The ACD is responsible for the day-to-day governance of the SPW funds, ensuring they are managed in line with their objectives, strategy and principles.
Schroders Personal Wealth appoints Graham Bastin as Chief Technology Officer
19 October 2022
Schroders Personal Wealth is pleased to announce the appointment of Graham Bastin as Chief Technology Officer.
Graham will be responsible for driving the firm’s Digital and Technology strategy, which will underpin the firm’s clear growth ambitions.
Debt is the biggest cause of financial stress reveals report from Schroders Personal Wealth
11th April 2022
Being debt free is the main priority when it comes to achieving financial wellbeing according to a survey from Schroders Personal Wealth (SPW).
The latest Schroders Personal Wealth Money and Mind Report reveals that seven in ten (69%) state that debt is the biggest cause of stress when it came to their finances and that being debt free would help give them peace of mind.
Schroders Personal Wealth appoints Rupert Dickinson as an Independent Non-Executive Director
16th February 2022
Rupert has over 20 years’ experience in the financial sector. He previously worked at Barclays Bank Plc, joining the firm in 2000 and rising to Chief Executive of Barclays Stockbrokers Limited in 2012. He was also a member of the Executive Committee of the Wealth Management division from 2012 until his retirement in 2018.
Schroders Personal Wealth strengthens leadership team as it continues to grow the business
26th January 2022
Schroders Personal Wealth has made a number of senior appointments in its marketing team as it continues to grow its presence in the market.
Sean Ingram has been appointed as Chief Marketing Officer, Ed Colyer joins as Head of Product and Propositions and Dougy Watt will be Head of Client Insights and Client Experience.
Nearly half of UK consumers are concerned about their finances according to research by Schroders Personal Wealth
12th January 2022
Nearly half (49%) of UK consumers are concerned about their finances, with 57% saying the worry affects them mentally, according to new research from Schroders Personal Wealth (SPW).
The research which surveyed 1,000 UK adults, also discovered that 2022 is the year that people want to improve their money issues, with 73% stating that sorting out their finances is a priority for this year.
Schroders Personal Wealth appoints Ben Waterhouse as Chief Client Officer
6th January 2022
Schroders Personal Wealth has appointed Ben Waterhouse as Chief Client Officer.
Ben will be responsible for driving the firm’s growth strategy for its regions across the UK and will be instrumental in improving and delivering SPW’s advice proposition to its clients.
Schroders Personal Wealth boosts regional presence with key hires in Yorkshire and Oxford.
13th December 2021
Schroders Personal Wealth (SPW) is continuing to build its regional presence and growth strategy with key hires across the UK.
In Yorkshire and the North East it has appointed Mark Shay from Barclays Wealth to lead its business development and partnerships proposition. In Oxford it has hired three high profile Personal Wealth Advisers, Benjamin Beck, Sophie Haslehurst, and Katie Nutting.
Only a quarter of UK consumers on track to meet retirement goals, despite being knowledgeable on pensions says research from Schroders Personal Wealth
6 September 2021
As part of its ongoing commitment to help consumers engage with their finances, SPW is today launching its ‘Retirement Ready’ campaign, which looks to encourage people to take control of their financial future.
Schroders Personal Wealth continues regional expansion with new office openings across the UK
1 September 2021
Schroders Personal Wealth (SPW) has opened an operational centre in Leeds as it continues to grow its presence across the UK.
Schroders Personal Wealth joins We are Change initiative
21 June 2021
Schroders Personal Wealth (SPW) has partnered with The Verve Foundation (part of Cathi Harrison’s The Verve Group) to become a strategic partner on its ‘We are Change’ training initiative to help attract new talent to the financial planning industry.
Schroders Personal Wealth strengthens business development team with new appointment for Scotland and Northern Ireland
26 May 2021
Schroders Personal Wealth (SPW) has appointed Marcelo Rodrigues to lead its Business Development proposition across Scotland and Northern Ireland.
Marcelo will be responsible for leading brand and marketing activities across Scotland and Northern Ireland, as well as developing strategic partnerships to support business growth.
Schroders Personal Wealth launches podcast series with Heriot-Watt University and Student Union to encourage more engagement with finances
12 May 2021
Schroders Personal Wealth has joined forces with Heriot-Watt University and Student Union to produce a series of podcasts to help young people engage with their finances and encourage them to take control of their financial future.
Schroders Personal Wealth: Four in ten UK adults never discuss later life planning with their children as conversations around money remain difficult
10 May 2021
The Schroders Personal Wealth Family and Finances report, which surveyed more than 1,000 parents over the age of 60, lays bare the gap in financial planning when it comes to passing on wealth.
Schroders Personal Wealth boosts regional presence with new hires in Northern Ireland
29 April 2021
Schroders Personal Wealth (SPW) has hired two Personal Wealth Advisers as it looks to expand into Northern Ireland as part of its long-term regional growth strategy.
Schroders Personal Wealth launches new proposition to help address UK protection gap
07 April 2021
Schroders Personal Wealth (SPW) is introducing a new proposition to tackle the £2.4 trillion protection gap1 in the UK and address a growing societal need.
To help close the protection shortfall in the UK SPW will not be taking commission on any protection advice from clients when discussing wider financial planning, resulting in a saving for clients.
Schroders Personal Wealth launches Multi-Manager Fixed Income Funds
19 March 2021
Schroders Personal Wealth has launched three new Multi-Manager fixed income funds designed exclusively for SPW clients with the aim of helping them meet their investment goals and give them access to specialist mandates.
Schroders Personal Wealth announces sponsorship with International Para-Rower Ben Pritchard
03 March 2021
Schroders Personal Wealth is proud to announce its sponsorship of International Para-Rower Ben Pritchard.
Our sponsorship will provide funding to buy Ben a new wheelchair, help him complete his training and support him on his journey to Paralympics success and beyond.
Important information
Always seek a professional opinion as tax rules can be complex, depend on individual circumstances and are subject to change.
Forecasts of future performance are not a reliable guide to actual results in the future; neither is past performance a reliable guide to future performance. The value of investments, and the income from them, may fall as well as rise and cannot be guaranteed. Any views expressed are our in-house views as at the time of publishing. Investment markets and conditions can change rapidly and the views expressed should not be taken as statements of fact nor relied upon when making investment decisions.