Schroders Personal Wealth appoints Ben Waterhouse as Chief Client Officer

Schroders Personal Wealth has appointed Ben Waterhouse as Chief Client Officer.

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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.

Ben Waterhouse

Ben has extensive experience in the wealth management and investment industry. He joins from Barclays Wealth, where he held the role of Managing Director and Head of Distribution, leading all client facing functions across the UK. Prior to this he held a number of roles at Fidelity International, most recently as Global Head of Intermediary Distribution for the digital wealth business and was involved in the development of a B2B Digital Wealth partnership proposition. In addition to his roles at Fidelity International he also spent a decade working at Legal and General.

Ben will join SPW in the second quarter of 2022 and will report directly to Mark Duckworth, Chief Executive.

Ben has a strong track record and robust understanding of the global wealth management and investment industry. We believe his vast experience and skillset will be invaluable to our clients and the business as we continue with our ambition of growing the company to become one of the biggest financial planning businesses in the UK. Ben is joining us at an exciting and pivotal time in our journey. As a business we have made huge progress over the last 12 months with our ambition of delivering more advice, to more clients than any other financial institution and we have achieved a great amount in a small period of time. We will continue with our ambitious plans this year and growth remains an important part of our agenda. Ben will play a fundamental part in not only delivering, but improving, our advice proposition and making sure we continue to achieve our goal of giving more advice to more clients.

Mark Duckworth, Chief Executive at Schroders Personal Wealth

I’m excited to be joining SPW at such an important time for both clients and the business. The client centric approach of the company and its beliefs around financial planning resonate strongly with me. I’m a firm believer that financial planning can help people achieve their goals. I’m confident that the advisers at SPW have the expertise, knowledge and pride to devise a plan that will change a client’s life and am looking forward to working with them to achieve this together.

Ben Waterhouse, Incoming Chief Client Officer

For further information, please use the following contact details

(0)203 882 6644

spw@kl-communications.com

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

Last Updated on 6th January 2022

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