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Schroders Makes Senior Family Office, Impact, Philanthropy Appointments

Amanda Cheesley Deputy Editor 9 April 2024

Schroders Makes Senior Family Office, Impact, Philanthropy Appointments

As part of Schroders Wealth Management’s focus on enhancing its service to its family office clients, it has announced two new roles.

Schroders Wealth Management has named Clare Anderson as its global head of Schroders’ family office service.

In this role, Anderson will be responsible for ensuring that the services the firm offers to ultra-high net worth families meet their needs and are coordinated across its wealth offices globally. The appointment will enhance the experience of these clients, many of whom have family members and interests across the world, the firm said in a statement.

Lyn Tomlinson has also been appointed as head of impact solutions for the Schroders Group, the firm added. Tomlinson will continue in her current role as Schroders Wealth Management’s head of philanthropy and impact but, as part of her expanded remit on impact, she will be responsible for developing the impact solutions offering for clients across the Schroders Group.

“We are delighted to announce these new roles across wealth management and Schroders, which confirm the importance we place on tailoring our service to distinct client groups and sharing knowledge and best practice across the group for the benefit of our clients,” Mary-Anne Daly, Schroders’ global head of wealth management and CEO of Cazenove Capital, said.

In addition to these new roles, Alex Ross-Parkinson has been appointed to the newly-created role of head of family office business development for the Schroders Group. Ross-Parkinson will engage with family offices to deliver solutions and propositions to Schroders clients. He will also have a dual reporting line, to Sam Gold within the UK client group and to Katherine Cox as global head of the long-term asset owner segment, with a focus on family offices, the firm said.

“These roles further strengthen our dedicated focus on the global family office segment and will enable us to build on the strong collaboration already in existence between wealth management and Schroders’ client group in the UK into other key markets in delivering for our clients,” Cox said.

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