Articles by Gillian Hepburn, UK Intermediary Solutions Director, Schroders
Gillian Hepburn, UK Intermediary Solutions Director, 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.
‘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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Multi-asset fund or Model portfolio?
Jan 13, 2021
What does your Centralised Investment Proposition (CIP) look like? Following the introduction of the PROD regulations in January 2018, many financial advisers reviewed their client segmentation and then ensured that appropriate products and services were being delivered to their client groups... but are all bases covered?
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Oh no, not another survey…but can research help with my 2021 business plan?
Dec 08, 2020
We have all been inundated with research and surveys this year. Are they simply something to read to relieve the Zoom fatigue or can they assist financial advisers with their business planning for 2021?
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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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