Schroders to Expand Asia Wealth Management Team
Wealthy families across Asia will gain greater access to global portfolio expertise as the firm grows its local team.
Updated on Oct. 23, 2026 in Financial Planning
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Schroders Wealth Management plans to expand its discretionary portfolio management and recruitment operations across Asia over the next 12 months. The firm aims to bolster its client coverage team to meet rising demand from wealthy families for diversified investment strategies.
Why it matters
The move reflects a growing need for sophisticated, diversified portfolio construction among wealthy Asian families. As younger generations with international education take more active roles in family wealth management, firms are shifting their service models to provide global investment expertise.
The firm is targeting a 12-month window for increasing its regional client coverage staff. This expansion follows the integration of its UK-based investment expertise into Asian portfolios and a business combination with Nuveen to enhance alternative investment capabilities.
The players
Schroders Wealth Management
A division of the Schroders group that provides discretionary investment and portfolio management services to private clients.
Evonne Tan
The CEO of Schroders Wealth Management, Asia, who oversees the consolidation of regional teams and the firm's growth strategy.
Nuveen
An asset management firm that entered a business combination with Schroders to expand alternative investment capabilities.
The details
Schroders Wealth Management plans to grow its team by focusing on recruits who demonstrate strong cultural alignment and professional quality. The business is centralizing its regional team structure under the leadership of its Asia CEO to streamline how it delivers global investment strategies to local private clients. This strategy connects the firm's existing UK-based asset management capabilities more directly to the diversified portfolio demands of wealthy families in the region.
Timeline
The firm will expand its client coverage team over the next 12 months.
Money Landscape
This move follows a broader industry trend where financial institutions are scaling regional capacity to meet the demands of wealthy Asian families for global diversification. It sits within a wider cycle of firms integrating international expertise to serve clients who are increasingly influenced by global educational and financial standards.
Investors currently working with or considering wealth management firms in Asia should review their portfolio’s exposure to alternative assets and international markets. You should speak with a qualified financial professional to determine if your current strategy aligns with the evolving, multi-generational wealth services offered by firms in your region.
The takeaway
Wealthy families are increasingly prioritizing globally diversified portfolios to meet their long-term financial goals. Individuals should periodically review their own investment objectives with a qualified financial professional to ensure their current strategy remains aligned with their long-term risk profile.
Further reading
For more insight on managing complex estates and multi-generational assets, explore our guide to Financial Planning.
Source note: This article includes information reported by Hubbis.
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