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Schroders Eyes More Distribution Hookups

Tom Burroughes

17 April 2019

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"We are in conversations with other distribution partners on investIQ," Han said.

Her colleague, Rosalind Bazany, who is relationship director in the Private Banks and Global Financial Client Group, Asia, Schroders, elaborated on what is specific about the Citibank partnership.

Unlike other investIQ distribution deals, the Citi one is co-branded. The deal with the US bank is exclusive in select markets for six months (those markets don't cover China, because it is covered by the Ant Financial agreement), she said. 

The latest move reflects how behavioural finance continues to gain attention, the Schroders managers said. 

"We are aware that behavioural finance has been around for a while. The difference here is that Schroders has developed a tool that applies behavioural science that can be accessed digitally by end-clients and is also fun to do," Bazany said. The insights gathered from the tool will inform our distribution partners of their clients’ behavioural traits and guide their clients to make better investment decisions,” she added.