Schroders Personal Wealth appoints Alan Goodman as Chief Investment Officer
Schroders Personal Wealth (SPW) has appointed Alan Goodman as its new Chief Investment Officer.
Alan Goodman
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.
Prior to joining SPW, Alan was the Director, Private Markets and Alternatives at St James’s Place and Deputy Chief Investment Officer at Rowan Dartington. Here he had oversight of the investment research teams and product management function and was responsible for research and manager selection across all asset classes.
Alan will be responsible for leading SPW’s investment strategy and overseeing portfolio and risk management activities. He will play a critical role in driving innovation and supporting SPW’s goal to be one of the leading UK wealth management companies. Alan joins this month and will report directly to Dominic Sheridan.
We are delighted to appoint Alan as our CIO at SPW and to welcome him to the business. He is a highly experienced and respected investment professional who will help us to continue to deliver on our commitment of providing high quality investment solutions to our Clients
Dominic Sheridan, Schroders Personal Wealth ACD CEO
I am thrilled to be joining SPW at what is an exciting and important time for both clients and the business. SPW’s client centric approach and commitment to provide more advice to more people resonates strongly with me and I am looking forward to working with the team to achieve this.
Alan Goodman, Incoming Chief Investment Officer
For further information, please use the following contact details
Notes to Editors
Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders –two of the UK’s largest names in banking and asset management.
We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning.
We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to peoples’ lives; to give people access to information about their financial wellbeing, and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.
For more information visit https://www.spw.com
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