Schroders appoints Equities investment director


Anne-Sophie Williams

Schroders has appointed Anne-Sophie Williams as investment director to its Equities product team. She will report to head of product and solutions, Natalie Morcos, and will be based in Sydney.

In this role, Ms Williams will engage with clients to represent Schroders’ equity funds and strategies, highlighting their performance, positioning and investment approach. She will lead product strategy efforts to design customised equity-based solutions in partnership with the Investment and Solutions teams, including accelerating Schroders’ Australian equities biodiversity strategy and SMA development.

Ms Williams has 12 years’ experience in the financial services industry across investment management, client relations and strategy. She joins from BlackRock, where she was an active equities product strategist – a position she held for four years.

Prior to this, Ms Williams was an investment writer at Magellan Financial Group and worked in investment communications at QBE Insurance. She started her career in financial services as an investment specialist at AXA Investment Managers in London and Paris.

Ms Morcos said: “Anne-Sophie’s proven experience across product strategy, distribution, product development, and client engagement at both a local and global level was particularly attractive to Schroders.

“Her extensive asset class experience, in Australian equities as well as global equities, fundamental and quantitative equities, fixed income, listed infrastructure and investment solutions, make her a good fit for the team,” Ms Morcos said.

The appointment follows the launch of the Schroder Australian Equity Long Short Fund last year and the April 2022 appointments of Adam Alexander and Ben Chan to head the concentrated growth Australian equities strategy. It also coincides with a period of strong performance for the Schroder Wholesale Australian Equity Fund and Schroder Equity Opportunities Fund[1].

Ms Williams has a Master of Commerce, with a major in applied finance, from École Supérieure de Commerce Et de Management (ESCEM) in France and has an Investment Management Certificate from CFA UK.


[1] Over the 12 months to 30 April 2022 the Wholesale Classes of units in the Schroder Wholesale Australian Equity Fund and the Schroder Equity Opportunities Fund returned 16.3% and 19.7% respectively (after fees).

You must be logged in to post or view comments.