| Date | Description |
|---|
| 2024-04-14 |
update person_description Annabel Hornsby => Annabel Hornsby |
| 2023-09-28 |
delete otherexecutives Jeremy Barker |
| 2023-09-28 |
delete personal_emails je..@cazenovecapital.com |
| 2023-09-28 |
delete person Jeremy Barker |
| 2023-07-23 |
update person_description Annabel Hornsby => Annabel Hornsby |
| 2023-03-18 |
update person_description Mary-Anne Daly => Mary-Anne Daly |
| 2023-03-18 |
update person_description Peter Hall => Peter Hall |
| 2023-03-18 |
update person_title Mary-Anne Daly: Member of the Non - Executive Board; Member of the UK Management Team; Chief Executive => Member of the Non - Executive Board; Member of the UK Management Team; CEO; Global Head of Schroders Wealth Management |
| 2023-03-18 |
update person_title Peter Hall: Global Head of Wealth Management; Member of the Non - Executive Board; Member of the UK Management Team => Chairman of Wealth Management; Member of the Non - Executive Board; Member of the UK Management Team |
| 2023-02-14 |
delete personal_emails ni..@cazenovecapital.com |
| 2023-01-11 |
insert personal_emails ni..@cazenovecapital.com |
| 2022-09-07 |
delete otherexecutives Nick Sanderson |
| 2022-09-07 |
delete personal_emails ni..@cazenovecapital.com |
| 2022-09-07 |
delete person Nick Sanderson |
| 2022-09-07 |
delete person Nicolas Georgiadis |
| 2022-09-07 |
insert person Tom Montagu-Pollock |
| 2022-09-07 |
update person_description Clare Anderson => Clare Anderson |
| 2022-09-07 |
update person_title Clare Anderson: Team Head Member of UK Management Committee => Head of Schroders Family Office Service; Member of the UK Management Team |
| 2022-09-07 |
update person_title Dominic Emmerson: Team Head Member of UK Management Committee => Member of the UK Management Team; Portfolio Director and Team Head - UK Wealth Management and Chief Executive, SWUSL |
| 2022-08-08 |
delete personal_emails da..@cazenovecapital.com |
| 2022-08-08 |
delete personal_emails ra..@cazenovecapital.com |
| 2022-08-08 |
delete person Davydd Wynne |
| 2022-08-08 |
delete person Rachael Jarvis |
| 2022-07-08 |
update person_title Simon Cooper: Head of DFM => Head of DFM Relationship Management; Head of DFM |
| 2022-06-08 |
delete otherexecutives James Burley |
| 2022-06-08 |
delete personal_emails ja..@cazenovecapital.com |
| 2022-06-08 |
insert otherexecutives Nicholas Keenan |
| 2022-06-08 |
insert personal_emails ni..@cazenovecapital.com |
| 2022-06-08 |
delete person James Burley |
| 2022-06-08 |
insert person Nicholas Keenan |
| 2022-06-08 |
update person_title Jacqui Sigler: Client Service Executive and Secretary => Secretary; Client Services Executive |
| 2022-05-08 |
delete personal_emails ni..@cazenovecapital.com |
| 2022-05-08 |
insert otherexecutives Nick Sanderson |
| 2022-05-08 |
insert personal_emails ni..@cazenovecapital.com |
| 2022-05-08 |
update person_title Nick Sanderson: Portfolio Manager => Portfolio Director |
| 2022-03-08 |
delete otherexecutives Simeon Livesey |
| 2022-03-08 |
delete otherexecutives Simon Cooper |
| 2022-03-08 |
delete personal_emails ni..@cazenovecapital.com |
| 2022-03-08 |
delete personal_emails si..@cazenovecapital.com |
| 2022-03-08 |
insert csr Kate Rogers |
| 2022-03-08 |
insert otherexecutives Daniel Curtis |
| 2022-03-08 |
insert otherexecutives James Hall |
| 2022-03-08 |
insert otherexecutives Simon Barker |
| 2022-03-08 |
insert personal_emails ad..@cazenovecapital.com |
| 2022-03-08 |
insert personal_emails le..@cazenovecapital.com |
| 2022-03-08 |
insert personal_emails om..@cazenovecapital.com |
| 2022-03-08 |
delete person Nick Georgiadis |
| 2022-03-08 |
delete person Simeon Livesey |
| 2022-03-08 |
insert person Adam Bickell |
| 2022-03-08 |
insert person Frederick Joyce |
| 2022-03-08 |
insert person Lee Sweeting |
| 2022-03-08 |
update person_title Daniel Curtis: Portfolio Manager => Portfolio Director |
| 2022-03-08 |
update person_title Isobel Michie: Associate Portfolio Manager => Portfolio Manager |
| 2022-03-08 |
update person_title James Hall: Portfolio Manager => Portfolio Director; Portfolio Manager |
| 2022-03-08 |
update person_title Kate Rogers: Co - Head of Charities => Head of Sustainability |
| 2022-03-08 |
update person_title Simon Barker: null => Portfolio Director |
| 2022-03-08 |
update person_title Simon Cooper: Business Development Director => Head of DFM |
| 2022-03-08 |
update person_title Stuart Ellis: Associate Portfolio Manager => Portfolio Manager |
| 2021-12-08 |
delete personal_emails ch..@cazenovecapital.com |
| 2021-12-08 |
delete personal_emails ka..@cazenovecapital.com |
| 2021-12-08 |
delete personal_emails ni..@cazenovecapital.com |
| 2021-12-08 |
insert chiefriskofficer Nigel Drury |
| 2021-12-08 |
insert personal_emails ni..@cazenovecapital.com |
| 2021-12-08 |
delete person Charlotte Damiral |
| 2021-12-08 |
delete person Nick Rowlands |
| 2021-12-08 |
delete person Richard Keers |
| 2021-12-08 |
insert person Nick Sanderson |
| 2021-12-08 |
insert person Nigel Drury |
| 2021-12-08 |
insert person Omar Iqbal |
| 2021-12-08 |
insert person Tre Johnson |
| 2021-12-08 |
update person_title Bob Hair: Head of Edinburgh Office and Wealth Planning Director => Regional Head - Scotland |
| 2021-12-08 |
update person_title David Price: Head of Birmingham Office and Portfolio Director => Regional Head |
| 2021-12-08 |
update person_title Karan Sejpal: Portfolio Director and Team Head; Team Head, Business Owners and Entrepreneurs => Team Head, Business Owners and Entrepreneurs |
| 2021-12-08 |
update person_title Robert Nye: Head of Bristol Office and Portfolio Director => Regional Head - South West |
| 2021-12-08 |
update person_title Simon Pearson: Head of Manchester Office and Portfolio Director; Head of Chester Office and Portfolio Director => Regional Head - North West and North East |
| 2021-12-08 |
update person_title Tom Allen: Head of Oxford Office and Portfolio Director => Head of Oxford Office; Regional Head - Thames Valley |
| 2021-08-13 |
delete otherexecutives Jennifer Perry |
| 2021-08-13 |
delete personal_emails je..@cazenovecapital.com |
| 2021-08-13 |
insert otherexecutives James Burley |
| 2021-08-13 |
insert personal_emails ja..@cazenovecapital.com |
| 2021-08-13 |
delete person Jennifer Perry |
| 2021-08-13 |
insert person James Burley |
| 2021-08-13 |
insert person Simon Barker |
| 2021-07-13 |
delete personal_emails da..@cazenovecapital.com |
| 2021-07-13 |
insert personal_emails da..@cazenovecapital.com |
| 2021-06-10 |
delete otherexecutives Peter Hillier |
| 2021-06-10 |
delete personal_emails mi..@cazenovecapital.com |
| 2021-06-10 |
delete personal_emails pe..@cazenovecapital.com |
| 2021-06-10 |
insert otherexecutives Jennifer Perry |
| 2021-06-10 |
insert otherexecutives Justin Lawson |
| 2021-06-10 |
insert personal_emails je..@cazenovecapital.com |
| 2021-06-10 |
insert personal_emails ju..@cazenovecapital.com |
| 2021-06-10 |
insert personal_emails si..@cazenovecapital.com |
| 2021-06-10 |
delete person Michael Martin |
| 2021-06-10 |
delete person Peter Hillier |
| 2021-06-10 |
insert person Jennifer Perry |
| 2021-06-10 |
insert person Justin Lawson |
| 2021-06-10 |
insert person Simon Pearson |
| 2021-06-10 |
update person_title Bob Hair: Wealth Planning Director and Head of Edinburgh Office => Head of Edinburgh Office and Wealth Planning Director |
| 2021-06-10 |
update person_title Karan Sejpal: Team Head => Portfolio Director and Team Head; Team Head, Business Owners and Entrepreneurs |
| 2021-06-10 |
update person_title Tom Allen: Portfolio Director and Head of Oxford Office => Head of Oxford Office and Portfolio Director |
| 2021-04-17 |
update person_title Jasper Lai: Head of Client Advisory => Head of Client Advisory, Asia |
| 2021-01-21 |
delete otherexecutives Peter Webber |
| 2021-01-21 |
delete personal_emails pe..@cazenovecapital.com |
| 2021-01-21 |
delete person Peter Webber |
| 2020-10-07 |
delete personal_emails si..@cazenovecapital.com |
| 2020-10-07 |
insert otherexecutives Mark Nicklin |
| 2020-10-07 |
insert personal_emails ma..@cazenovecapital.com |
| 2020-10-07 |
delete person Simon Ashworth |
| 2020-10-07 |
insert person Mark Nicklin |
| 2020-06-04 |
update person_title Giles Neville: Schroders in 1987 As a Research Analyst; Deputy Chief Executive Officer Channel Islands => Schroders in 1987 As a Research Analyst; Chief Executive Officer Channel Islands |
| 2020-05-04 |
delete ceo Julian Winser |
| 2020-05-04 |
delete personal_emails ju..@cazenovecapital.com |
| 2020-05-04 |
insert otherexecutives Antonia Boylett |
| 2020-05-04 |
insert personal_emails an..@cazenovecapital.com |
| 2020-05-04 |
delete person Julian Winser |
| 2020-05-04 |
insert person Antonia Boylett |
| 2020-04-04 |
delete personal_emails ja..@schroders.com |
| 2020-04-04 |
insert otherexecutives Jelmer Kattevilder |
| 2020-04-04 |
insert personal_emails gi..@cazenovecapital.com |
| 2020-04-04 |
delete person Andrew Au |
| 2020-04-04 |
delete person Jason Huang |
| 2020-04-04 |
insert person Giles Neville |
| 2020-04-04 |
insert person Jelmer Kattevilder |
| 2020-02-03 |
delete person Simon Lints |
| 2020-02-03 |
insert person Jasper Lai |
| 2019-05-04 |
delete person Kieron Launder |
| 2019-04-03 |
delete person Clare Julian |
| 2019-04-03 |
delete person Ian Lindsay |
| 2019-04-03 |
delete person Olly Cairns |
| 2019-04-03 |
delete person Richard Dyson |
| 2019-04-03 |
update person_title Janet Mui: Global Economist / Wealth Planning => Global Economist |
| 2019-02-22 |
insert person Peter Hall |
| 2019-02-22 |
update person_description Andrew Towers => Andrew Towers |
| 2019-02-22 |
update person_title Andrew Ross: Global Head of Wealth Management for the Schroders Group => Vice Chairman; Vice Chairman of Wealth Management at Schroders |
| 2019-01-21 |
delete otherexecutives Max White |
| 2019-01-21 |
delete person Max White |
| 2019-01-21 |
insert person Olly Cairns |
| 2019-01-21 |
update person_title Janet Mui: Global Economist => Global Economist / Wealth Planning |
| 2018-12-14 |
delete otherexecutives Andrew Au |
| 2018-12-14 |
delete otherexecutives Robert Ridland |
| 2018-12-14 |
delete personal_emails sa..@schroders.com |
| 2018-12-14 |
insert personal_emails ja..@schroders.com |
| 2018-12-14 |
delete person Sandy Dudgeon |
| 2018-12-14 |
insert person Andrew Towers |
| 2018-12-14 |
insert person Jason Huang |
| 2018-12-14 |
insert person Paulo Santos |
| 2018-12-14 |
insert person Pritosh Ranjan |
| 2018-12-14 |
update person_description Christopher Lewis => Christopher Lewis |
| 2018-12-14 |
update person_description Paul Battams => Paul Battams |
| 2018-12-14 |
update person_title Andrew Au: Portfolio Director => Senior Relationship Manager |
| 2018-12-14 |
update person_title Christopher Lewis: Portfolio Manager => Investment Manager |
| 2018-12-14 |
update person_title Robert Ridland: Portfolio Director => Head of Wealth Management, Hong Kong |
| 2018-06-17 |
insert person Nick Price |
| 2018-04-19 |
delete otherexecutives John Gordon |
| 2018-04-19 |
insert personal_emails mi..@cazenovecapital.com |
| 2018-04-19 |
delete person James Gladstone |
| 2018-04-19 |
insert person Annabel Hornsby |
| 2018-04-19 |
update person_title Caspar Rock: Chief Investment Officer, Gives an Update Following the Recent Market Volatility; Chief Investment Officer, Reviews the Indicators That Suggest a Brighter Future for the Continent; Chief Investment Officer; Chief Investment Officer, Reviews 2017 and Gives His Thoughts on What to Look Out for in 2018; Chief Economist => Chief Investment Officer, Reviews the Indicators That Suggest a Brighter Future for the Continent; Chief Investment Officer; Chief Investment Officer, Reviews 2017 and Gives His Thoughts on What to Look Out for in 2018; Chief Economist |
| 2018-04-19 |
update person_title John Gordon: Business Development Director => null |
| 2018-03-17 |
delete personal_emails mi..@cazenovecapital.com |
| 2018-03-17 |
update person_description Richard Jeffrey => Richard Jeffrey |
| 2018-03-17 |
update person_title Caspar Rock: Chief Investment Officer; Chief Investment Officer, Reviews 2017 and Gives His Thoughts on What to Look Out for in 2018; Chief Economist => Chief Investment Officer, Gives an Update Following the Recent Market Volatility; Chief Investment Officer, Reviews the Indicators That Suggest a Brighter Future for the Continent; Chief Investment Officer; Chief Investment Officer, Reviews 2017 and Gives His Thoughts on What to Look Out for in 2018; Chief Economist |
| 2018-03-17 |
update person_title Richard Jeffrey: Chief Economist, Writes on Productivity Gains in the UK and the Effects That Misreading of Data Can Have on the Economy => Chief Economist |
| 2018-02-01 |
delete chiefinvestmentofficer Richard Jeffrey |
| 2018-02-01 |
delete personal_emails ch..@schroders.com |
| 2018-02-01 |
insert otherexecutives Andrew Au |
| 2018-02-01 |
insert otherexecutives Robert Ridland |
| 2018-02-01 |
insert personal_emails ro..@schroders.com |
| 2018-02-01 |
delete person Chris Pang |
| 2018-02-01 |
insert person Andrew Au |
| 2018-02-01 |
insert person Robert Ridland |
| 2018-02-01 |
update person_title Caspar Rock: Chief Investment Officer, Reviews the Indicators That Suggest a Brighter Future for the Continent; Chief Investment Officer; Chief Economist => Chief Investment Officer; Chief Investment Officer, Reviews 2017 and Gives His Thoughts on What to Look Out for in 2018; Chief Economist |
| 2018-02-01 |
update person_title Richard Jeffrey: Chief Investment Officer; Chief Economist => Chief Economist, Writes on Productivity Gains in the UK and the Effects That Misreading of Data Can Have on the Economy |
| 2017-12-24 |
delete otherexecutives Andrew Au |
| 2017-12-24 |
delete otherexecutives Robert Ridland |
| 2017-12-24 |
delete personal_emails ro..@schroders.com |
| 2017-12-24 |
delete person Andrew Au |
| 2017-12-24 |
delete person Robert Ridland |
| 2017-11-19 |
update person_title Caspar Rock: Chief Investment Officer; Chief Economist => Chief Investment Officer, Reviews the Indicators That Suggest a Brighter Future for the Continent; Chief Investment Officer; Chief Economist |
| 2017-10-22 |
insert otherexecutives Peter Webber |
| 2017-10-22 |
insert personal_emails pe..@cazenovecapital.com |
| 2017-10-22 |
insert person Peter Webber |
| 2017-09-09 |
delete personal_emails ch..@cazenovecapital.com |
| 2017-09-09 |
delete personal_emails ro..@cazenovecapital.com |
| 2017-09-09 |
delete personal_emails sa..@cazenovecapital.com |
| 2017-09-09 |
insert otherexecutives Andrew Au |
| 2017-09-09 |
insert otherexecutives Paul Battams |
| 2017-09-09 |
insert personal_emails ch..@schroders.com |
| 2017-09-09 |
insert personal_emails ro..@schroders.com |
| 2017-09-09 |
insert personal_emails sa..@schroders.com |
| 2017-09-09 |
update person_description Paul Battams => Paul Battams |
| 2017-09-09 |
update person_title Andrew Au: Client Director - Asia => Portfolio Director |
| 2017-09-09 |
update person_title Paul Battams: Portfolio Manager => Portfolio Director |
| 2017-09-09 |
update person_title Sandy Dudgeon: Managing Director - Asia => Head of Wealth Management, Hong Kong |
| 2017-08-02 |
update person_title John Gordon: Head of Business Development => Business Development Director |
| 2017-06-13 |
update person_title Richard Jeffrey: Head of Investment Strategy; CIO; Chief Economist => Member of the Investment Team; Chief Economist |
| 2017-05-03 |
delete chiefinvestmentofficer By Richard Jeffrey |
| 2017-05-03 |
delete otherexecutives Matthew Sutton |
| 2017-05-03 |
delete personal_emails ja..@cazenovecapital.com |
| 2017-05-03 |
delete personal_emails ma..@cazenovecapital.com |
| 2017-05-03 |
delete personal_emails ry..@cazenovecapital.com |
| 2017-05-03 |
insert chiefinvestmentofficer Caspar Rock |
| 2017-05-03 |
insert cio By Richard Jeffrey |
| 2017-05-03 |
insert otherexecutives John Gordon |
| 2017-05-03 |
insert otherexecutives Peter Hillier |
| 2017-05-03 |
delete person Mary-Anne Daly |
| 2017-05-03 |
delete person Matthew Sutton |
| 2017-05-03 |
delete person Ryan Thysse |
| 2017-05-03 |
insert person Bob Hair |
| 2017-05-03 |
insert person Caspar Rock |
| 2017-05-03 |
insert person John Gordon |
| 2017-05-03 |
update person_description Alexia Zavos => Alexia Zavos |
| 2017-05-03 |
update person_description By Richard Jeffrey => By Richard Jeffrey |
| 2017-05-03 |
update person_title By Richard Jeffrey: Head of Investment Strategy; Chief Investment Officer; Member of the Investment Team => Head of Investment Strategy; CIO; Chief Economist |
| 2017-05-03 |
update person_title James Gladstone: Wealth Planning Director => Head of Wealth Planning |
| 2017-05-03 |
update person_title Peter Hillier: Portfolio Director and Head of Edinburgh Office => Portfolio Director |
| 2016-09-14 |
insert person Simon Lints |
| 2016-08-17 |
delete ceo Walter Brandstatter |
| 2016-08-17 |
update person_title Mary-Anne Daly: Head of UK Wealth Management => Deputy Chief Executive |
| 2016-08-17 |
update person_title Walter Brandstatter: Chief Executive Officer; Member of the Management Team => Head of Finance & Operations; Member of the Management Team |
| 2016-02-10 |
update person_title Janet Mui: Economist => Global Economist |
| 2015-11-08 |
delete person Khing Go |
| 2015-09-13 |
insert personal_emails ol..@cazenovecapital.com |
| 2015-09-13 |
insert personal_emails pa..@cazenovecapital.com |
| 2015-09-13 |
insert person Oliver Becket |
| 2015-09-13 |
insert person Paul Atkinson |
| 2015-06-15 |
update person_description Andrew Ross => Andrew Ross |
| 2015-06-15 |
update person_title Mary-Anne Daly: Head of UK Wealth Management; Head of Wealth Management => Head of UK Wealth Management |
| 2015-04-15 |
delete otherexecutives Hwee Chin Low |
| 2015-04-15 |
delete otherexecutives Jeremy Turnbull |
| 2015-04-15 |
delete otherexecutives Pritosh Ranjan |
| 2015-04-15 |
delete person Hwee Chin Low |
| 2015-04-15 |
delete person Martin Blank |
| 2015-04-15 |
delete person Pritosh Ranjan |
| 2015-04-15 |
insert person Andrew Au |
| 2015-04-15 |
update person_description John Gordon => John Gordon |
| 2015-04-15 |
update person_title Jeremy Hervey: Deputy Head, Wealth Management; Member of the Management Team => Member of the Private Wealth Management Team; Deputy Head, UK Private Wealth Management |
| 2015-04-15 |
update person_title Jeremy Turnbull: Head of Compliance; Member of the Management Team => Head of Compliance and Risk |
| 2015-04-15 |
update person_title John Gordon: null => Head of Business Development, UK Private Wealth Management; Member of the Private Wealth Management Team |
| 2015-04-15 |
update person_title Julian Winser: Chief Executive Officer, Channel Islands; Chief Executive Officer; Member of the Management Team => Chief Executive Officer |
| 2015-04-15 |
update person_title Kate Leppard: Deputy Head, Wealth Management; Member of the Management Team => Member of the Private Wealth Management Team; Deputy Head, UK Private Wealth Management |
| 2015-04-15 |
update person_title Mary-Anne Daly: Head of Wealth Management; Member of the Management Team => Head of UK Wealth Management; Head of Wealth Management |
| 2015-01-20 |
delete otherexecutives Peregrine Pole-Carew |
| 2015-01-20 |
delete personal_emails pe..@cazenovecapital.com |
| 2015-01-20 |
delete person Peregrine Pole-Carew |
| 2014-12-23 |
delete person Lora Coventry |
| 2014-11-25 |
delete personal_emails ju..@schroders.com |
| 2014-11-25 |
delete personal_emails ma..@schroders.com |
| 2014-11-25 |
delete personal_emails pe..@schroders.com |
| 2014-11-25 |
insert personal_emails ju..@cazenovecapital.com |
| 2014-11-25 |
insert personal_emails ma..@cazenovecapital.com |
| 2014-11-25 |
insert personal_emails pe..@cazenovecapital.com |
| 2014-09-22 |
delete otherexecutives Damian Morley |
| 2014-09-22 |
delete personal_emails da..@cazenovecapital.com |
| 2014-09-22 |
delete personal_emails el..@schroders.com |
| 2014-09-22 |
delete person Beth Saint |
| 2014-09-22 |
delete person Damian Morley |
| 2014-09-22 |
update person_title Euan Dangerfield: Business Development Director => Client Director |
| 2014-09-22 |
update person_title Matthew Sutton: Business Development Director => Client Director |
| 2014-08-15 |
delete otherexecutives Alex Roe |
| 2014-08-15 |
delete otherexecutives Jeremy Archer |
| 2014-08-15 |
delete person Alex Roe |
| 2014-08-15 |
delete person Jeremy Archer |
| 2014-08-15 |
update person_title Paul Battams: Portfolio Director => Portfolio Director; Portfolio Manager |
| 2014-05-28 |
update person_description Stewart Heggie => Stewart Heggie |
| 2013-11-21 |
update person_title Simon Cooper: Business Development Manager - Intermediaries Team => Head of DFM Business Development |
| 2013-10-14 |
delete person Darren Morgan |
| 2013-10-14 |
insert person Steven Rooke |
| 2013-05-13 |
delete personal_emails ge..@cazenovecapital.com |
| 2013-05-13 |
delete person George Adam |
| 2013-02-18 |
update person_description Chris Rice |
| 2013-02-18 |
update person_title Chris Rice |
| 2012-11-25 |
update person_description James Sym |
| 2012-11-06 |
insert person James Sym |
| 2012-10-24 |
delete person Robin Minter-Kemp |
| 2012-10-24 |
insert person Stephen Lucas |
| 2012-10-24 |
insert person Daniel Lee |
| 2012-10-24 |
insert person George Adam |
| 2012-10-24 |
insert person Giles Robinson |
| 2012-10-24 |
insert person James Freeman |
| 2012-10-24 |
update person_description Matt Hudson |