Gillian Hepburn

Multi-Asset

Industry Voice: A team approach adds value!

New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?

clock 10 May 2021 • 4 min read

Managed solutions

Schroders launches £4bn UK Investment Solutions business

Alex Funk to become CIO

clock 07 April 2021 • 4 min read

Investment

Industry Voice: 'Financial Lives 2020' - does it have messages for savings and investment?

The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.

clock 29 March 2021 • 5 min read

Your profession

Spousal support: Why working with the family should be essential for advisers

Rewatch event

clock 11 March 2021 • 4 min read

Investment

Industry Voice: Oh no, not another survey…but can research help with my 2021 business plan?

clock 26 November 2020 • 4 min read

Your profession

Just two out of 10 advisers 'highly confident' on ESG - Schroders research

Schroders 2020 UK Financial Adviser Survey

clock 19 November 2020 • 4 min read

Adviser tips

PA360 Digital: Advisers risk 'destroying business wealth' by ignoring next generation

Follow the assets

clock 08 October 2020 • 3 min read

Investment

Watch: Building confidence in ESG selection webinar and 'hold providers to account'

PA Working Lunches

clock 26 August 2020 • 1 min read

Your profession

'Start engaging next generation of clients as early as possible' - rewatch integenerational wealth webinar

PA Working Lunches

clock 19 August 2020 • 2 min read

Investment

Schroders launches six multi-manager portfolios

Managed by Benchmark Capital CIO Alex Funk

clock 13 July 2020 • 1 min read
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