Schroders Personal Wealth
Alan Goodman has a diverse work experience spanning over several decades. Alan most recently held the position of Chief Investment Officer (ACD) at Schroders Personal Wealth starting in 2023. Prior to that, they worked at St. James's Place from 2020 to 2023, where they held a dual role as Director of Alternatives & Private Market and Deputy CIO of Discretionary Fund Management. Alan oversaw a large team of investment professionals and was responsible for the oversight and development of fund products. From 2018 to 2020, they served as the Chief Investment Officer for the GEC 1972 Pension Plan at GEC Pension Plan. Alan managed the investment strategy and ensured the full hedging of liabilities. Alan's experience also includes working as a Senior Portfolio Manager at Pension Protection Fund from 2008 to 2016, where they oversaw alternative and non-traditional investments. Alan also held positions at Bank of New York Mellon, Northern Trust, Morgan Stanley, and Invesco Ltd.
Alan Goodman has a MSc in Finance from the University of London. Prior to that, they obtained a BSc in Pure Mathematics from the University of Reading. Alan attended Maidstone Grammar School earlier in their education. In addition, Alan has achieved certifications such as Chartered Financial Analyst (CFA) from the CFA Institute, Fellow of Securities & Investments Institute (FCSI) from the Securities & Investment Institute, and Financial Risk Manager (FRM) from the Global Association of Risk Professionals.
Schroders Personal Wealth
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Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.