Schroders Announces Strategic Changes to U.S. Distribution Team

Global asset manager Schroders today announced new hires and leadership changes to the American distribution team. The announcement is part of Schroders’ strategy to drive continued growth and further align with evolving client needs.

Tiffani Potesta will be taking on the role of Head of U.S. Distribution, overseeing strategy and implementation for distribution across regions. Potesta will continue serving in her current role as Chief Strategy Officer, in which she oversees marketing, product and sustainability.

“As Chief Strategy Officer, Tiffani Potesta has played a key role in the firm’s growth, leading us in streamlining and finding synergies among core areas of our business,” said Phil Middleton, CEO, North America. “I am thrilled to have her expertise and strategic thinking guide our already strong and growing distribution team.”

As part of the growth ambition, Schroders has bolstered the consultant and sales teams with 2 industry veterans.

Mike Swinney has joined Schroders as Consultant Relations Director, reporting to Marni Harp, Head of Consultant Relations. Mike brings nearly two decades’ experience in the financial services industry, most recently a Consultant Director at Thompson, Siegel & Walmsey, and prior to 2016, a Senior Vice President at Callan Associates and Investment Consultant at Aon Hewitt in Atlanta, Georgia.

Andrew Higginson has joined as Institutional Sales Director, reporting to Matt Balanda. He has worked in institutional investing since 2006, managing distribution and business development at firms such as Muzinich & Co. and GAM.

Additionally, Jennifer Horne, who previously served as Head of U.S. Strategic Clients, will take on a new role as Regional Head of institutional in the Tri-State region and Pennsylvania. Nick Thompson, previously Alternatives Institutional Director, has been promoted to Head of Private Asset Sales, reporting to Potesta. Joel Schiffman will take on the role of Head of Strategic Partnerships, where he will focus on driving new revenue opportunities across strategic areas of growth with distribution partners. He will report to Tiffani Potesta.

“Today’s announcement is a key component in executing on our North American growth strategy,” added Middleton. “The demand for private assets and customized solutions in the market will only increase, and ensuring we have the right leadership team and structure within U.S. Distribution is mission critical in being able to grow our business and better serve our clients. We look forward to what Tiffani and her team can accomplish over the long run.”

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Schroders plc

Founded in 1804, Schroders is one of Europe’s largest independent investment management firms by assets under management. As of 30 June 2022, assets under management were £773.4 billion (€898.4 billion; $939.2 billion). The founding family remain a core shareholder, holding approximately 48% of the firm’s voting shares. Schroders has continued to deliver strong financial results. It has a market capitalisation of circa £7.7 billion and employs over 5,800 people across 38 locations.

Schroders has benefited from the most diverse business model of any UK asset manager by geography, by asset class and by client type. Schroders offers innovative products and solutions across their five business areas of solutions; institutional; mutual funds; private assets & alternatives; and wealth management. Clients include insurance companies, pension schemes, sovereign wealth funds, endowments and foundations. They also manage assets for end clients as part of their relationships with distributors, financial advisers and online platforms. Schroders’ Wealth Management offering reflects their strategic ambition to provide wealth management and financial planning services to clients across the wealth spectrum.

Schroders’ strategic aims are to grow their asset management business, build closer relationships with end clients and expand their private assets and alternatives business. Schroders’ purpose is to provide excellent investment performance to clients through active management. The business channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we deliver for Shareholders and other stakeholders.

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Important Information: All investments involve risk, including the loss of principal. The views and opinions contained herein are those of Schroder Investment Management North America Inc.’s (SIMNA Inc.). These views and opinions are subject to change. This communication is intended to be for information purposes only and it is not intended as promotional material in any respect. SIMNA Inc. is registered as an investment adviser with the US Securities and Exchange Commission and as a Portfolio Manager with the securities regulatory authorities in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec and Saskatchewan. It provides asset management products and services to clients in the United States and Canada. Schroder Fund Advisors LLC (SFA) markets certain investment vehicles for which SIMNA Inc. is an investment adviser. SFA is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker dealer with the Financial Industry Regulatory Authority and as an Exempt Market Dealer with the securities regulatory authorities in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. SIMNA Inc. and SFA are indirect, wholly-owned subsidiaries of Schroders plc, a UK public company with shares listed on the London Stock Exchange. Further information about Schroders can be found at www.schroders.com/us or www.schroders.com/ca. Schroder Investment Management North America Inc., 7 Bryant Park, New York, NY, 10018-3706, (212) 641-3800.

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