Schroders Personal Wealth
Stephen Mann is an experienced investment professional currently serving as the Director of Investments at Schroders Personal Wealth since June 2019. In this role, Stephen leads a team of Investment Specialists, providing strategic guidance and technical investment input to advisers and clients, while also focusing on client retention and business development. Previously, Stephen held positions as Head of Investment Specialists and Senior Investment Specialist at the same firm, and was a Senior Portfolio Specialist at Lloyds Bank Private Banking. Earlier career experiences include managing key client relationships at Aberdeen Standard Investments and serving as an Investment Specialist at Scottish Widows Investment Partnership, along with a long tenure at Lloyds TSB Private Banking in various managerial roles. Stephen's educational background includes studies at Elgar High School in Worcester.
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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.