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UK $194 Billion Schroders Wealth Management Senior Management Changes: 1) Chief Investment Officer (CIO) Caspar Rock Appointed as Vice Chair, 2) Grace Lavelle Appointed as Chief Investment Officer (CIO), 3) Wilaf Moore Appointed as Cazenove Capital UK and Channel Islands CEO, 4) Dominic Emmerson Appointed as Vice Chair to Lead Newly Created Global Family Office and Wealth Advisory Business and 5) Hires HSBC Private Bank Neil De Sousa as Head of Middle East and Geneva

13th July 2026 | Hong Kong

Schroders Wealth Management ($194 billion AUM) Senior Management Changes1) Chief Investment Officer (CIO) Caspar Rock appointed as Vice Chair, 2) Grace Lavelle appointed as Chief Investment Officer (CIO), 3) Wilaf Moore appointed as Cazenove Capital UK and Channel Islands CEO, 4) Dominic Emmerson appointed as Vice Chair to lead newly created Global Family Office and Wealth Advisory business and 5) Hires HSBC Private Bank Head for Asia & Head of MENA International Neil De Sousa as Head of Middle East and Geneva. Announcement (13/7/26): “Schroders Wealth Management today announces a series of senior leadership appointments that mark the next phase in the evolution of its global Wealth Management business, reinforcing its long-term ambition to be the partner of choice for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, family offices, charities and endowments.  The appointments reflect Schroders Wealth Management’s strategy to build a more focused, globally connected and client-led business, investing in exceptional leadership, broader capabilities and specialist expertise to meet clients’ increasingly sophisticated and international needs. As wealth continues to evolve, clients are seeking more integrated advice that combines investment management, wealth planning, banking and lending, family office services and cross-border expertise through a single trusted relationship. These appointments strengthen Schroders Wealth Management’s ability to deliver that advice while preserving the long-term relationships, investment excellence and personalised service that have defined the business for generations. They also demonstrate the strength of the firm’s leadership, alongside its ability to attract outstanding talent from across the global wealth management industry, supporting continued international growth and disciplined succession planning.  Grace Lavelle has been appointed Chief Investment Officer (CIO), reflecting her exceptional contribution to Schroders over more than a decade. Grace brings deep investment expertise, a detailed understanding of clients and extensive experience shaping the firm’s investment proposition. She will lead the continued evolution of the investment platform while maintaining the disciplined, long-term investment philosophy that clients value.  After ten years as CIO, Caspar Rock has been appointed Vice Chair for Schroders Wealth Management. Having built one of the industry’s leading investment capabilities and developed the next generation of investment leaders, Caspar will now focus on some of the firm’s most strategic client relationships globally, bringing together Schroders’ full investment, advisory and wealth capabilities to support increasingly sophisticated and internationally connected families.  Wilaf Moore has been appointed CEO, UK and Channel Islands for Cazenove Capital. Having spent more than 25 years with Schroders and Cazenove Capital, Wilaf has built an exceptional reputation advising many of the firm’s largest and most complex client relationships. His appointment reflects the depth of leadership talent within the business and Schroders Wealth Management’s long-standing commitment to developing future leaders from within.  These appointments build on the recent appointment of Dominic Emmerson as Schroders Wealth Management’s Vice Chair, leading the firm’s newly created Global Family Office and Wealth Advisory business. By bringing together Wealth Advisory, Family Office and Outsourced CIO capabilities, the new business will provide clients with more integrated advice and broader specialist expertise, reflecting the increasingly complex and international nature of modern wealth.  Further strengthening Schroders Wealth Management’s international leadership, Neil De Sousa joins from HSBC Global Private Banking as Head of Middle East and Geneva. Neil brings extensive cross-regional private banking experience, most recently leading HSBC’s International Global Private Banking business across the MENA, Asia, UK markets in Switzerland. He will lead the continued expansion of the firm’s presence across one of the world’s fastest-growing wealth markets while strengthening connectivity between the Middle East, Geneva and Schroders’ broader international Wealth Management platform.”

“ UK $194 Billion Schroders Wealth Management Senior Management Changes: 1) Chief Investment Officer (CIO) Caspar Rock Appointed as Vice Chair, 2) Grace Lavelle Appointed as Chief Investment Officer (CIO), 3) Wilaf Moore Appointed as Cazenove Capital UK and Channel Islands CEO, 4) Dominic Emmerson Appointed as Vice Chair to Lead Newly Created Global Family Office and Wealth Advisory Business and 5) Hires HSBC Private Bank Neil De Sousa as Head of Middle East and Geneva “

 



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Oliver Gregson, CEO of Schroders Wealth Management: ”These appointments reflect both our ambition and our intent. We are building a Wealth Management business that is designed for the future – one that combines trusted relationships, world-class expertise and global connectivity to help clients navigate an increasingly complex world. The needs of our clients are evolving. Our role is not simply to respond to that change, but to stay ahead of it – bringing together the right people, capabilities and technology to deliver advice that is personal, integrated and built around each client’s ambitions.   Our mission is to give clients the freedom to focus on what matters most to them. Delivering on that promise means continually investing in exceptional people, broadening our capabilities and combining the strength of human judgement with the opportunities created by technology and innovation.  We have built an exceptional leadership team, developed outstanding talent from within and continue to attract some of the industry’s most respected leaders. Together, they strengthen our ability to deliver exceptional outcomes for clients today while building one of the world’s leading wealth management businesses for the future.”

Richard Oldfield, Group Chief Executive of Schroders: “Wealth Management is a central pillar of Schroders’ long-term growth strategy. These appointments demonstrate our commitment to investing in exceptional people, strengthening our international capabilities and building a globally connected Wealth Management business.  By combining Schroders’ world-class investment expertise with trusted advice, deep client relationships and increasingly sophisticated wealth capabilities, we are creating a compelling proposition for high- and ultra-high-net-worth clients around the world.”

 

Schroders Wealth Management – Wealth Management As a long-established wealth manager with an absolute focus on preserving and growing our clients’ wealth, what matters most to our clients, matters most to us. Private individuals, family offices, trusts, institutions and charities all rely on us to provide them with bespoke wealth management services. Skilled in investment management, wealth planning and banking services – we also offer discretionary fund management to external advisers and their clients, and we are the largest charity fund manager by assets under management in the UK. For two centuries we have helped clients look forward to a successful future. With each client, we plan for the long term and invest the time to gain a detailed understanding of their unique circumstances, goals and ambitions. The majority of our clients, and many of our own people, work with us for years, decades and even generations. This helps us to create relationships with unusual depth. Our experience of navigating complex markets and adapting to change helps us balance risk and reward. The investment expertise we call upon as part of Schroders, a truly global asset manager, combined with our long-standing experience of advising clients, is what sets us apart. Wealth Management office locations Schroders Wealth Management’s office locations: United Kingdom and Channel Islands. Schroders Wealth Management, including Cazenove Capital & Benchmark Capital, manages £145 billion of assets on behalf of its clients globally as at 31 December 2025.

 

 

UK $194 Billion Schroders Wealth Management Appoints ex-JP Morgan Private Bank APAC CEO & Standard Chartered Global Head of Private Bank Peter Flavel as Chairman of Schroders Wealth Management of Asia Succeeding Jason Lai, 35 Years Financial Industry Experience Including 18 Years Senior Private Banking Leadership Experience at Coutts (CEO), JP Morgan Private Wealth Management (CEO APAC) & Standard Chartered Bank (Global Head of Private Bank) and Held Other Senior Roles Including as Global Head of Sales Marketing & Distribution (Standard Chartered Bank) & General Manager for Personal Financial Services (National Australia Bank)

Singapore | Leading financial centre in Asia

13th July 2026 – Schroders Wealth Management ($194 billion AUM) has appointed ex-JP Morgan Private Bank APAC CEO & Standard Chartered Global Head of Private Bank Peter Flavel as Chairman of Schroders Wealth Management of Asia succeeding Jason Lai.  Peter Flavel has more than 35 years financial industry experience including 18 years senior private banking leadership experience at Coutts (CEO), JP Morgan Private Wealth Management (CEO APAC) & Standard Chartered Bank (Global Head of Private Bank), and held other senior roles including as Global Head of Sales Marketing & Distribution (Standard Chartered Bank) & General Manager for Personal Financial Services (National Australia Bank).  Peter Flavel – Peter Flavel serves as a Non-Executive Director of Northland Pensions, bringing over 35 years of global financial services experience across Asia, the Americas, the Middle East, and Europe.  Peter has held some of the industry’s most senior leadership roles, including CEO of Coutts Bank (UK), CEO of J.P. Morgan Private Wealth Management Asia Pacific, and Founder of Standard Chartered Bank’s Global Private Bank in 2006.  Peter also serves as Vice-Chair of Trustees of the Duke of Edinburgh Commonwealth Study Conference.  Announcement (13/7/26): “Schroders Wealth Management today announced the appointment of Peter Flavel as Chair and Independent Non-Executive Director of the Board of Schroder & Co (Asia) Limited, subject to regulatory approval. Peter will work closely with Evonne Tan, recently appointed CEO of Schroders Wealth Management, Asia, as the business continues to invest in growth across one of its most strategically important markets.  Peter brings more than three decades of international private banking and wealth management experience, having held senior leadership roles across Asia, Europe, the Middle East and the Americas. He established Standard Chartered’s global Private Bank and later served as Chief Executive Officer of J.P. Morgan Private Wealth Management for Asia Pacific, based in Singapore. Most recently, he was Chief Executive of Coutts, where he led the transformation and modernisation of one of the world’s most respected private banking franchises.  His appointment reflects Schroders Wealth Management’s continued commitment to Asia as a core growth market and follows the recent appointment of Evonne Tan as CEO of the region. Together, they will focus on strengthening the firm’s position across Asia, deepening client relationships and accelerating long-term growth.  The appointment also marks a planned transition in the governance of the Asia business. Jason Lai, who has contributed to Schroders Wealth Management’s development in Asia over many years, will step down from the Board. The firm would like to thank Jason for his contribution to both the business and its clients across the region.”  In 2026 July, Barclays Private Bank Singapore Head Evonne Tan joined Schroders Wealth Management as CEO Asia Wealth Management (1/7/26), based in Singapore.  Evonne Tan has 33 years of private banking & financial industry experience including at Barclays, UBS, Morgan Stanley, Merrill Lynch, Deutsche Bank & Union Bank of Switzerland (Now UBS).  Schroders Wealth Management (Include Cazenove Capital & Benchmark Capital) manages £145 billion of assets on behalf of its clients globally as at 31 December 2025.  In 2026 July, UK asset manager Schroders ($1.1 trillion AUM) wealth unit Schroders Wealth Management (Include Cazenove Capital) launched Global Wealth Advisory service for UHNW (Ultra high net worth) clients in UK, with scheduled launch in Switzerland & Asia in 2026 2nd half.  The new Global Wealth Advisory service include tax-efficient structuring, intergenerational wealth transfer, philanthropy & cross-border planning.  UK London Global Wealth Advisory service team include Jonathan Brownlow & Ryan Thysse.  In 2026 July, Schroders announced to sell UK integrated financial advice business Benchmark Capital to Sweden financial advisory & investment solutions group Söderberg & Partners ($123 billion AuA).  In 2026 July, Schroders was reported to be selling financial planning unit Benchmark Capital for $265 million (£200 million) to Sweden financial advisory & investment solutions group Söderberg & Partners.  In 2026 June, UK Schroders Wealth Management hired ex-Citi Private Bank, JP Morgan & UBS private banker Sharon Sim as Head of Business Development Asia.  Sharon Sim has 25 years of private banking & financial industry experience at Goldman Sachs, Deutsche Bank, Lehman Brothers, Nomura, Barclays, UBS, JP Morgan, Citi Private Bank, Aries Investment Management & AlTi Tiedemann Global. In 2026 April – Barclays Private Bank Singapore Head Evonne Tan is joining Schroders Wealth Management as CEO Asia Wealth Management (1/7/26), based in Singapore.  Evonne Tan has 33 years of private banking & financial industry experience including at Barclays, UBS, Morgan Stanley, Merrill Lynch, Deutsche Bank & Union Bank of Switzerland (Now UBS).  Schroders Wealth Management (Include Cazenove Capital & Benchmark Capital) manages £145 billion of assets on behalf of its clients globally as at 31 December 2025.  In 2026 February, United States TIAA investment manager Nuveen ($1.4 trillion AUM) announced to buy UK asset manager Schroders ($1.1 trillion AUM) for $13.5 billion (£9.9 billion) to create $2.5 trillion global leader in public-to-private investment management.  Schroders will operate as standalone business for at least 12 months post-transaction.  Schroders family will receive $5.5 billion payout (41% schroders shares) from the share sale.  Teachers Insurance and Annuity Association of America (TIAA) is the parent of Nuveen.

“ UK $194 Billion Schroders Wealth Management Appoints ex-JP Morgan Private Bank APAC CEO & Standard Chartered Global Head of Private Bank Peter Flavel as Chairman of Schroders Wealth Management of Asia Succeeding Jason Lai, 35 Years Financial Industry Experience Including 18 Years Senior Private Banking Leadership Experience at Coutts (CEO), JP Morgan Private Wealth Management (CEO APAC) & Standard Chartered Bank (Global Head of Private Bank) and Held Other Senior Roles Including as Global Head of Sales Marketing & Distribution (Standard Chartered Bank) & General Manager for Personal Financial Services (National Australia Bank) “

 

 

Oliver Gregson, CEO of Schroders Wealth Management: “Asia remains one of the most attractive long-term wealth markets globally and is central to our growth ambitions. Peter is a highly respected industry leader with a deep understanding of private banking, wealth management and the opportunities across Asia. His experience, judgement and track record of building successful businesses will be invaluable as we continue to invest in the region.

Peter Flavel: ”Schroders Wealth Management has a strong heritage, a distinctive client proposition and a clear ambition for growth in Asia. I am delighted to be joining the Board and look forward to working closely with Evonne and the wider team to help build on the firm’s momentum and deliver exceptional outcomes for clients.”

Evonne Tan, CEO of Schroders Wealth Management, Asia: “Peter’s experience leading some of the world’s most respected private banking businesses, particularly across Asia, will be a tremendous asset to our clients and colleagues. I look forward to partnering with him as we continue to grow our presence in the region and further strengthen our capabilities.”

 

 

UK $195 Billion Schroders Wealth Management Hires ex-Citi Private Bank, JP Morgan & UBS Private Banker Sharon Sim as Head of Business Development Asia, 25 Years of Private Banking & Financial Industry Experience at Goldman Sachs, Deutsche Bank, Lehman Brothers, Nomura, Barclays, UBS, JP Morgan, Citi Private Bank, Aries Investment Management & AlTi Tiedemann Global

2nd June 2026 – UK Schroders Wealth Management ($192 billion AUM) has hired ex-Citi Private Bank, JP Morgan & UBS private banker Sharon Sim as Head of Business Development Asia.  Sharon Sim has 25 years of private banking & financial industry experience at Goldman Sachs, Deutsche Bank, Lehman Brothers, Nomura, Barclays, UBS, JP Morgan, Citi Private Bank, Aries Investment Management & AlTi Tiedemann Global.  Announcement (2/6/26): “Schroders Wealth Management today announced the appointment of Sharon Sim as Head of Business Development, Asia. Her appointment underscores Schroders Wealth Management’s continued commitment to Asia as a key growth region and follows the recent appointment of Evonne Tan as CEO, reinforcing the firm’s continued investment in expanding its client proposition and capabilities in the region. Based in Singapore, Sharon will be responsible for driving business development across Asia, including identifying market and client segment opportunities as well as building strategic partnerships for growth. She will work closely with regional and global teams to further establish Schroders Wealth Management as a trusted, long-term partner for clients across the region. As an independent wealth manager, Schroders Wealth Management operates a multi-custodial, open-architecture model, providing clients with access to a broad range of investment solutions across public and private markets. This approach enables flexibility, choice and tailored advice, allowing portfolios to be constructed around clients’ specific needs as circumstances and markets evolve. Asia is central to Schroders Wealth Management’s global growth strategy, driven by sustained wealth creation as well as an increasing demand for personalised, cross- border advice and access to global investment opportunities. Sharon’s appointment reflects the firm’s ongoing investment in the region, as it builds on its momentum in the region to meet the evolving needs of wealthy individuals and families in Asia … … Sharon brings more than 25 years of experience across wealth management, family offices and capital markets in Asia, advising ultra-high-net-worth individuals, families and institutions on investment strategy and long-term wealth planning. Prior to joining Schroders Wealth Management, Sharon held senior leadership roles in single- and multi-family offices in Singapore, including as Chief Executive Officer of a single-family office. Earlier in her career, Sharon worked at leading global financial institutions including Goldman Sachs, J.P. Morgan, UBS, Deutsche Bank and Citi, across institutional equities and private wealth management. Sharon is a published author of two books on women empowerment – Why Women Don’t Talk Money and How Women Talk Power. She holds a Bachelor of Science in International Relations from Georgetown University and is passionate about giving back, uplifting and empowering women from all walks of life, serving on the board of Daughters of Tomorrow, a Singapore-based charity.”  In 2026 April – Barclays Private Bank Singapore Head Evonne Tan is joining Schroders Wealth Management as CEO Asia Wealth Management (1/7/26), based in Singapore.  Evonne Tan has 33 years of private banking & financial industry experience including at Barclays, UBS, Morgan Stanley, Merrill Lynch, Deutsche Bank & Union Bank of Switzerland (Now UBS).  Schroders Wealth Management (Include Cazenove Capital & Benchmark Capital) manages £145 billion of assets on behalf of its clients globally as at 31 December 2025.  In 2026 February, United States TIAA investment manager Nuveen ($1.4 trillion AUM) announced to buy UK asset manager Schroders ($1.1 trillion AUM) for $13.5 billion (£9.9 billion) to create $2.5 trillion global leader in public-to-private investment management.  Schroders will operate as standalone business for at least 12 months post-transaction.  Schroders family will receive $5.5 billion payout (41% schroders shares) from the share sale.  Teachers Insurance and Annuity Association of America (TIAA) is the parent of Nuveen.

 

 

Toby Glover, Global Head of Business Development at Schroders Wealth Management: “Asia represents a significant opportunity for Schroders Wealth Management. Sharon brings deep regional experience, a strong understanding of the evolving needs of wealthy clients in Asia, and a client- centric mindset focused on long- term value creation. She will work closely with colleagues across the region and the wider Group to help shape relevant, advice- led solutions for our clients. Her appointment advances our ambition to continue building a leading wealth management business in Asia.”

Sharon Sim, Head of Business Development, Asia at Schroders Wealth Management: “Schroders Wealth Management combines deep investment capabilities with a strong client- focused culture. The firm’s independent, open- architecture approach allows advisers to focus squarely on delivering objective, long- term solutions for clients. I look forward to working with colleagues across Asia and the wider Group to support the continued growth of the business in the region.”

 

 

Barclays Private Bank Singapore Head Evonne Tan Joins $192 Billion Schroders Wealth Management as CEO Asia Wealth Management (1/7/26) Based in Singapore, 33 Years Private Banking & Financial Industry Experience Including at Barclays, UBS, Morgan Stanley, Merrill Lynch, Deutsche Bank & Union Bank of Switzerland (Now UBS), United States $1.4 Trillion Investment Manager Nuveen Announced to Buy UK $1.1 Trillion Schroders for $13.5 Billion in 2026 February

Evonne Tan
Evonne Tan

2nd April 2026 – Barclays Private Bank Singapore Head Evonne Tan is joining Schroders Wealth Management ($192 billion AUM) as CEO Asia Wealth Management (1/7/26), based in Singapore.  Evonne Tan has 33 years of private banking & financial industry experience including at Barclays, UBS, Morgan Stanley, Merrill Lynch, Deutsche Bank & Union Bank of Switzerland (Now UBS).  Schroders Wealth Management (Include Cazenove Capital & Benchmark Capital) manages £145 billion of assets on behalf of its clients globally as at 31 December 2025.  Announcement (2/4/26): “Schroders Wealth Management today announces the appointment of Evonne Tan as Chief Executive Officer, Asia Wealth Management, based in Singapore, marking a significant step in accelerating the firm’s global growth strategy in one of the world’s most dynamic and fastest-growing wealth regions.  Evonne will lead Schroders Wealth Management’s Asia business, with responsibility for driving strategic growth, deepening client relationships, and further building a high-performing, scalable platform across the region.  Schroders has a long-standing presence in Asia spanning over five decades, with Singapore at the heart of its regional operations. The firm recently celebrated 50 years in Singapore, reflecting the depth of its client relationships, local expertise, and sustained commitment to the region’s development. Singapore continues to serve as a key regional hub, providing a gateway to international clients and acting as a centre for wealth structuring, investment, and advisory services across Asia.  Asia represents a critical growth market for Schroders Wealth Management. The region is experiencing sustained expansion in high-net-worth and ultra-high-net-worth wealth, alongside increasing demand for personalised, cross-border advice and access to global investment opportunities. Schroders is well positioned to capture this growth by combining its global investment capabilities with deep local knowledge and long-term client relationships.  Evonne brings more than three decades of experience across wealth management, private banking, and global markets in Asia, with a strong track record of delivering sustainable growth and building client-centric businesses serving UHNW clients and family offices.  Most recently, Evonne was Managing Director and Head of Private Bank, Singapore at Barclays, where she led the successful re-entry and expansion of the Private Bank in the region. Under her leadership, the business grew from inception to become one of the fastest-growing private banking franchises within the group. She also played a key role in strengthening cross-divisional collaboration and embedding robust governance, risk management, and regulatory standards.  Prior to Barclays, Evonne held senior roles at UBS, where she was Executive Director and Market Team Head for UHNW clients in Singapore, overseeing multi-billion-dollar client portfolios and delivering consistent revenue and asset growth. Earlier in her career, she held roles at Morgan Stanley, Merrill Lynch and Deutsche Bank, building deep expertise across wealth management and global markets.  Evonne holds a Master of Science in Wealth Management from the University of Rochester and a Master’s Degree in Advanced Studies in Finance from the University of Bern. She is a strong advocate for sustainable and impact-led investing, diversity and inclusion, and multi-generational wealth planning.  Evonne will join Schroders Wealth Management on 1 July 2026 and will become a member of the Wealth Management Executive Committee, playing a key role in delivering the firm’s global growth ambitions. This appointment strengthens our global leadership team, which brings together exceptional talent with world-class external expertise across banking, marketing, finance, operations, and international markets. Together, they are aligned to scale globally, simplify operations, and modernise the business to deliver exceptional outcomes for clients across generations.  As the industry transforms, and client expectations evolve, we are retooling our platform, proposition and people to stay ahead. Guided by our unifying values of excellence, innovation, teamwork, passion, and integrity, we are focused on more than wealth management – we are committed to forging lasting partnerships that empower clients and give them the freedom to focus on what matters most to them.  This appointment is subject to regulatory approval.”  In 2026 February, United States TIAA investment manager Nuveen ($1.4 trillion AUM) announced to buy UK asset manager Schroders ($1.1 trillion AUM) for $13.5 billion (£9.9 billion) to create $2.5 trillion global leader in public-to-private investment management.  Schroders will operate as standalone business for at least 12 months post-transaction.  Schroders family will receive $5.5 billion payout (41% schroders shares) from the share sale.  Teachers Insurance and Annuity Association of America (TIAA) is the parent of Nuveen.

 

Oliver Gregson, CEO, Wealth Management: ”This appointment reflects both our ambition and our intent. We are building the Wealth Management business of the future – one that is modern, global, collaborative and truly client-led. To succeed, we need exceptional leadership that combines deep market expertise with the operational rigour and innovation required to scale. Evonne is an exceptional leader with a proven track record of building and scaling successful wealth businesses in Asia. Her deep regional expertise, strong client focus and ability to lead high-performing teams make her ideally placed to take our Asia business into its next phase of growth.  Asia is central to our global ambition. With rapid wealth creation, increasing cross-border flows, and rising demand for sophisticated, advice-led solutions, the opportunity is significant. We are committed to investing in the region – strengthening our platform, enhancing our client proposition, and building a leading wealth management franchise. Evonne’s appointment is a key milestone in delivering that ambition.”

Evonne Tan: ”I am delighted to be joining Schroders Wealth Management at such an exciting point in its journey. The business combines a strong heritage, a distinctive culture, and a clear commitment to delivering long-term value for clients.  Asia presents a compelling opportunity, and I look forward to working with colleagues across the region and the wider Group to deepen client relationships, enhance our offering, and build a leading wealth management business in Asia.”




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