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Schroders Personal Wealth selects SS&C for Transfer Agency

WINDSOR, Conn., Jan. 11, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. today announced a new relationship with Schroders Personal Wealth , the financial planning joint venture between...

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Schroders Personal Wealth hires Alan Goodman as CIO

Schroders Personal Wealth has hired industry veteran Alan Goodman as its chief investment officer.

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Schroders Personal Wealth appoints Alan Goodman as CIO from SJP

Schroders Personal Wealth (SPW) has appointed Alan Goodman as its new chief investment officer.

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Schroders Personal Wealth looks to SJP for CIO appointment

Schroders Personal Wealth looks to SJP for CIO appointment
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Omnis Investments promotes CIO Robert Jeffree to CEO role

Robert Jeffree, currently chief investment officer at Omnis Investments, has been promoted to the role of chief executive officer, subject to regulatory approval.

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Schroders hires Dominic Sheridan as CEO of ACD business

Schroders Personal Wealth has appointed Dominic Sheridan as CEO of its Authorised Corporate Director (ACD) business, subject to regulatory approval. Sheridan will be responsible for leading and developing the firm’s ACD which launched in December 2019. 

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Openwork appoints CFO as part of management reshuffle

The Openwork Partnership has announced changes to its senior management team. Grant Hotson will join The Openwork Partnership as group chief financial officer (CFO) in February 2023 replacing Richard Houghton who will become chief executive in January.

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