Core Viewpoint - Nuveen has agreed to acquire U.K. asset manager Schroders for $13.5 billion, enhancing its European presence with a historic London investment firm [1][2] Group 1: Deal Overview - The acquisition is part of a trend among active money managers to compete with passive investment giants like BlackRock and Vanguard [2] - The deal will end the independence of one of London's last major financial dynasties, following a wave of acquisitions by American and European banks in the late 20th century [2] - The combined entity will manage nearly $2.5 trillion in assets, positioning it as the 10th largest globally by the end of 2024 [3] Group 2: Strategic Implications - The acquisition allows Nuveen to access Schroders' client base in Europe, the Middle East, Africa, and Asia, while Schroders can market its funds to Nuveen's American clients [5] - Nuveen plans to maintain the Schroders brand in London, indicating a strategy to leverage brand equity [5] - The combined assets will have approximately 17% in private markets, with a goal to increase this share, as private investments typically yield higher fees [6] Group 3: Financial Details - Schroders' shareholders will receive up to £6.12 (approximately $8.34) per share, reflecting a 34% premium over the closing price prior to the announcement [7] - The stock price of Schroders increased by about 29% in early trading following the announcement of the deal [7] - The acquisition has received support from the Schroder family, indicating alignment among key stakeholders [8]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. (Bloomberg) -- Nuveen is buying Schroders Plc in a £9.9 billion ($13.5 billion) deal, creating one of the world’s largest active asset managers with nearly $2.5 trillion of assets. The move ends more than two centuries of independence for the UK’s largest standalone asset manager, one of the few remaining vestiges of an age when the City of London’s merchant bankers ruled finance. The Schroders ...

21世纪经济报道记者 余纪昕 2月12 日，据新浪财经等多家媒体报道，美国资产管理公司Nuveen宣布，已同意以99亿英镑（约合135亿美元）的价格收购英国施罗德投资集 团，此次合并后，双方管理的资产总额将接近2.5万亿美元。 根据协议，施罗德的股东每持有一股将获得590便士现金，此外还可获得最高22便士的股息。 施罗德集团首席执行官理查德·奥尔德菲尔德在交易完成后将继续领导该集团，而伦敦将成为合并后集团的非美国总部所在地，两家公司表 示。 公开资料显示，施罗德于1804年创立于英国伦敦，在伦交所已连续上市66年。截至2025年10月，集团AUM（资产管理规模）约8167亿英镑 （折合人民币超过7.6万亿元）。其亚洲AUM为1180亿英镑，占比16%，为第三大利润池，仅次于欧洲和北美。新加坡管理规模约210亿英镑 想，占亚洲区18%，为区域运营与注册中心。 此后，施罗德不断深化在华布局：2019年，其在中国设立全资子公司以开展人民币基金业务；2022年，与交通银行合资成立的施罗德交银理财 有限公司正式开业，成为第三家中外合资理财公司；2023年6月，施罗德基金管理（中国）有限公司获批开业，成为外商独资公募基金 ...

本次交易仍需获得相关监管机构批准，预计在满足各项前提条件后于2026年第四季度正式完成。 Nuveen历史可追溯至1898年，最初以市政债券承销业务起步，目前管理公共及私人资产规模达1.4万亿 美元，本次收购是其迄今为止规模最大的一笔交易。 作者：观察君 根据交易条款，施罗德股东每股可获得合计612便士对价，其中包含590便士现金以及22便士股息，现金 对价较公告前最后一个交易日收盘价溢价约29%。交易完成后，合并资管规模将接近2.5万亿美元，跻 身全球头部主动管理型资管机构行列。 施罗德品牌将予以保留，伦敦将作为合并集团的非美国总部及最大办公地点，现有约3100名伦敦员工团 队保持稳定运营。施罗德首席执行官Richard Oldfield将继续担任原职，并加入Nuveen执行管理团队，首 席投资官Johanna Kyrklund也将留任原岗位。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 2026年2月12日，美国教师保险与年金协会旗下投资管理公司Nuveen宣布，将以99亿英镑（约135亿美 元）收购拥有222年历史的英国老牌家族资管企业施罗德 ...

Nuveen agreed to buy Schroders in a £9.9 billion ($13.5 billion) deal that will propel it into the ranks of the world’s largest active money managers, with $2.5 trillion of assets https://t.co/mRO2Im4KKl ...

TOM: IT IS THURSDAY THE 12TH. A TRUMP TARIFF TANTRUM AND ANOTHER MEGA EARNINGS DAY. GUY: IN MACRO LAND NOTHING IS HAPPENING AND THAT IS INTERESTING.EURO-DOLLAR TRADING AT 11862. WHY ISN'T THE DOLLAR STRONGER ON YESTERDAY'S PAYROLL NUMBER. REALLY FASCINATING.EQUITIES WENT NOWHERE YESTERDAY. BELOW THE SURFACE, HUGE, INTERESTING MOVES. EVERYBODY HAS TO BE A BOTTOM-UP ANALYST.LENOVO THIS MORNING DOWN BY 5.2% PERCENT BECAUSE MEMORY PRICES ARE UP. IT'S MARGINS ARE GETTING SQUEEZED. SIMILAR FOR CISCO OVERNIGHT AND ...

It's 5AM in New York City. Good morning. I'm Vonnie Quinn with your Bloomberg Brief.Let's get you set up for the day. Traders paring back rate cutbacks following that payrolls report. Jobless claims up next.Stocks recovering from another scare trade while anthropic inching closer to a deal that would value the farm at $350 billion. And midterm anxieties rise for President Trump as the House passes a bill targeting his levies on Canadian imports. So futures are pointed higher today.Now, yesterday, we had ano ...

ANNOUNCER: NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING, EVERYONE, WELCOME TO "THE PULSE." I’M FRANCINE LACQUA IN LONDON.THE REPUBLICAN LED U.S. HOUSE HAS PASSED LEGISLATION AIMED AT ENDING PRESIDENT TRUMP’S TARIFFS ON CANADA. THE VOTE SIGNALS GROWING ANXIETY OVER THE ECONOMIC AGENDA BEFORE MIDTERM ELECTIONS FOCUSED HEAVILY ON AFFORDABILITY. TRUMP IS ALMOST CERTAIN TO VETO ANY BILL CALLING FOR A REPEAL OF TARIFFS.WE’RE BOUND BY BRENDAN MURRAY, THE MAN WHO NE ...

Core Viewpoint - The historic British company Schroders has agreed to be acquired by Nuveen, a subsidiary of the American Teachers Insurance and Annuity Association (TIAA), marking a significant change in ownership for the 222-year-old firm [1][5]. Group 1: Acquisition Details - Nuveen will acquire all issued and to-be-issued shares of Schroders for cash, with shareholders entitled to receive up to 612 pence per share, which includes a cash consideration of 590 pence and a maximum dividend of 22 pence [2][6]. - The cash offer represents a premium of approximately 29% over the closing price of Schroders shares on February 11, 2026, the last trading day before the announcement, with the total transaction value estimated at around £9.9 billion, equivalent to approximately ¥932 billion [2][6]. Group 2: Post-Acquisition Structure - Upon completion of the acquisition, the merged entity will manage approximately $2.5 trillion in assets, positioning it as a leading player in active asset management globally [3][7]. - The Schroders brand will be retained, with London serving as the non-U.S. headquarters and largest office of the merged group. Richard Oldfield will continue as CEO of Schroders, and Johanna Kyrklund will remain as CIO [3][7]. Group 3: Regulatory Approval - The completion of the transaction is subject to regulatory approval and is expected to take effect in the fourth quarter of 2026, provided all conditions are met [4][7].

U.S. asset manager Nuveen agreed to buy Schroders for $13.49 billion, taking over a storied U.K. company with roots dating back more than two centuries https://t.co/2ThyNzpe1q ...