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Articles by Gillian Hepburn, UK Intermediary Solutions Director, Schroders
Gillian Hepburn, Head of UK Intermediary Solutions, Schroders
Gillian has over 30 years' experience in financial services. Prior to joining Schroders, she had an extensive career at Standard Life followed by consultancy positions with a range of platform providers, asset managers and financial advisers. She also founded DISCUS, a business which provided research, insight and educational content for financial advisers about the outsourced investment market and spent time as Head of Strategic Partnerships at the Embark Group. Gillian is responsible for outsourced investment solutions for the UK Intermediary market including model portfolios on platforms and multi-asset funds.
An early Christmas gift?
Dec 16, 2021
It’s planning time again! As we reach the end of the year, we reflect in many ways but also start to look to the following year - planning holidays, special occasions, thinking about a ‘stress-free’ Christmas and perhaps even some business planning!
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Has TikTok set the clock ticking on your business?
Nov 16, 2021
On the face of it, the millennial generation may not appear to offer much to your business as potential clients. However engaging with the next generation of investors could prove to be an important factor in ensuring your future prosperity - and conversely leaving this engagement too long, could mean that you’re too late.
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Are women key to your future business?
Oct 20, 2021
Over the past three years I’ve spent time with financial advisers discussing their wealth transfer strategies and how these impact their businesses. What has become apparent is that perhaps instead of wealth transfer we should refer to wealth retention, because in addition to helping families to understand how wealth will move across the generations, the challenge can be retaining that wealth within an adviser business.
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‘Financial Lives 2020’ – does it have messages for savings and investment?
Apr 13, 2021
The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.
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Intergenerational wealth transfer – Opportunity or challenge?
Nov 09, 2020
Research shows that over the next decade £1 trillion of assets will flow to future generations - a significant business opportunity. However not many advisers are facilitating family conversations to help manage this transfer.
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Five myths about ESG investing
Aug 11, 2020
Tackling the five myths of ESG investing: is it a fad or is it really here to stay? HINT: 68% of advisers would pay more attention to the ESG risks associated with investments and 88% agreed that the crisis reinforced the importance of stewardship.
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