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Hargreaves manager joins Schroders Personal Wealth

Hargreaves manager joins Schroders Personal Wealth

Schroders Personal Wealth has made two senior appointments as the business prepares to launch to the wider market later this year. 

Jessica Miller will join the financial planning joint venture between Lloyds and Schroders as its head of proposition this month, leaving her role as lead investment proposition manager at Hargreaves Lansdown.

Ms Miller ends a seven-year stint at Hargreaves Lansdown where she also spent time in product innovation and investment proposition. 

Claire Walsh will take up the position of head of advice strategy later this month. She joins from her role as personal finance director at Schroders, which owns a 49.9 per cent stake in the joint venture. 

A chartered financial adviser, Ms Walsh previously worked at Aspect8, part of Benchmark Capital. 

Both recruits will report to the company's chief commercial officer David Lawrence. 

Mr Lawrence said: I am delighted to further strengthen my team with these two exceptional hires.

"Jessica’s passion lies in helping people understand savings and investments. She has a deep understanding of client needs and proven experience in both product development and innovation.

"Claire has first-hand knowledge and experience of personal finance, both from the adviser and client perspective.

"She is passionate about delivering an excellent service to clients and is an industry advocate in promoting the value of financial planning."

Mr Lawrence said he hoped the two hires would help in designing a "fresh and transparent" financial planning service at Schroders Personal Wealth. 

The service is set to launch to the wider market later this year, after going live in June to launch to existing customers and with 500 employees transferring to the business.  

It will target investors with a minimum of £100,000 investable assets.

rachel.mortimer@ft.com 

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