CST Wealth Management Competitors

As a global active asset and wealth manager, we believe better outcomes come from asking better questions. By combining research, data and judgement, we make deliberate investment decisions and focus on the risks that matter. We don’t simply follow. We ask better questions, challenge assumptions and apply active insight to pursue better outcomes for our clients. On 1 October 2026, Schroders and Nuveen joined forces to create one of the world’s leading active asset and wealth managers, with approximately US$2.6 trillion* in assets under management. Our capabilities span public and private markets, supported by the long-term strength of our parent company, TIAA. For more than 220 years, our approach has helped clients navigate changing markets and pursue their long-term goals. Today, our investment specialists around the world combine global expertise with local insight to identify opportunities across equities, fixed income, multi-asset, alternatives, private markets and wealth management. We work with institutions, intermediaries and private investors, taking the time to understand their objectives and partnering with them to build resilient, long-term solutions. We create prosperity - together. Note: On 1 October, 2026, Nuveen, LLC completed its acquisition of Schroders plc. AUM shown reflects the combined assets of both entities as of 30 June 2026 Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: reportscams@schroders.com

Established in 2003, M&G India serves as the strategic innovation and digital hub for M&G. At M&G India, teams work with colleagues worldwide to drive transformation, build digital capability and support sustainable growth across the Group. By leveraging technology, AI, automation and process excellence, our people bring new ways of thinking to improve outcomes for both customers and colleagues, modernising how we work. Grounded in a vibrant culture with strong foundations, we are central to how M&G is transforming as a business. M&G India operates under the legal entity M&G Global Services Private Limited. About M&G plc M&G plc is a leading international savings and investments business. Our active asset manager M&G Investments and our savings and retirement business M&G Life, manage money for around 4.2 million retail clients and more than 1,000 institutional clients from 38 offices worldwide. As at 31 December 2025, M&G had £375.9 billion of assets under management and administration. M&G has 175 years’ experience of managing investments, supporting saving, providing financial advice and offering retirement solutions – to help give people and businesses the confidence to put their money to work.

In a world full of information, personal financial advice helps people find the answer that's right for them. At St. James’s Place, we combine the power of personal relationships with the expertise, strength and scale of the UK's leading financial advice firm, to help our clients move towards their financial goals. We help people see their wealth differently by bringing clarity to complexity, uncovering opportunities and supporting confident financial decisions. Because when you gain a different perspective, you can create a different future. See your wealth differently. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership in the UK represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP. Registered in England Number 4113955. SJP Approved 09/10/2026