Schroders
Schroders subsidiary buys 51% stake in advice network
Acquired business has £2bn of assets under management
Hong Kong savers to change investment strategies
As 41% admit they now find actively managed funds more attractive
Interest rate rises force investors to turn to advisers
Expertise and experience of financial professionals is ‘crucial’ during turbulent times
Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
Best Practice | 23 Nov 22
Advice firms told to ‘get creative’ to attract younger clients
As they prepare to future-proof their businesses