Wealth investment
Search documents
Schroders and Apollo partner on wealth investment products in UK
Yahoo Finance· 2026-02-10 12:17
Core Viewpoint - Schroders and Apollo have formed a partnership to create investment solutions targeting the wealth and retirement markets, leveraging their combined expertise in public and private markets [1][3]. Group 1: Partnership Details - The collaboration will focus on developing new products that integrate public and private fixed income assets, aiming to provide UK clients with enhanced diversification and risk-adjusted returns [2]. - The first joint product is anticipated to be launched later this year [2]. - Apollo manages approximately $908 billion in assets and specializes in asset management and retirement services [2][6]. Group 2: Strategic Goals - The partnership aims to address the growing societal need for reliable income solutions by developing innovative hybrid products [3][5]. - Schroders plans to allocate funds managed for certain clients to Apollo, focusing on investment strategies that complement Schroders Capital's offerings [3][6]. Group 3: Future Developments - A Collective Investment Trust is being prepared for the defined contribution pension sector in the US, scheduled for launch in the second quarter of 2026, utilizing resources from both Schroders Capital and Apollo [4]. - The partnership is expected to deliver better outcomes for clients, offering unique investment solutions across the wealth and retirement landscape in both the UK and the US [5].