Schroders has announced new leadership appointments in its equities business and in its specialist private markets operation.
The $957 billion global investment firm has appointed an industry veteran with 25 years of experience, Alex Tedder, as co-head of its equities business with a specific focus on the global, quantitative and developed market investment desks. Rory Bateman continues to oversee Asian and emerging markets teams. Simon Webber becomes head of global equities and Mark Lacey is head of thematic equities.
Meanwhile, in the private markets focused Schroders Capital, there are two senior appointments in the private debt and credit alternatives business.
Jason Kezelman has been hired as head of US private debt and credit alternatives sales within Schroders Client Group. Based in California, he will represent the business across all US markets including the expansion of the business with existing clients and prospects.
Kezelman joined the firm from TPG Angelo Gordon, where he was managing director and strategy specialist in the Client Partnership Group. Previous experience includes roles at Artisan Partners, two decades at Pimco, Merrill Lynch, MetLife, and Commonfund.
Also based in California is Loren Sageser, who has joined the private debt and credit alternatives team as senior product strategist, having been managing director and product specialist at Nuveen. Previously he was with Pimco, Barings Capital, Wells Fargo, and Franklin Templeton Group.
“We are truly excited to have Jason and Loren join our team,” said Michelle Russell-Dowe, co-head of PDCA, Schroders Capital. “The US market and US client base are critically important to our PDCA business plan. The appointment of Jason and Loren, two seasoned veterans with brilliant experience focused on credit and alternatives, is an important cornerstone to our development plans.”
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound