Schroders and Apollo to deliver next generation investment solutions in ambitious multi-channel partnership
Rhea-AI Summary
Schroders (LON: SDR) and Apollo (NYSE: APO) announced a strategic multi‑channel partnership on Feb 9, 2026 to develop hybrid public‑and‑private market wealth and retirement solutions. Key items: a UK product launching later in 2026, a US Collective Investment Trust targeted for Q2 2026, and an ambition for multi‑billion dollar annual flows.
The partnership pools Schroders’ public markets and Schroders Capital private capabilities with Apollo’s private markets and alternative credit scale to offer enhanced income and diversification across the credit spectrum.
Positive
- Collective Investment Trust targeted for launch in Q2 2026
- First joint product expected to launch later in 2026
- Schroders reported >$1 trillion assets under management
- Apollo manages approximately $908 billion of assets under management
- Schroders Capital manages more than $38 billion in private debt and credit alternatives
- Partnership cites a multi‑billion dollar per annum market opportunity
Negative
- No committed or contractually guaranteed multi‑billion flows disclosed; described as potential
- Key product availability and commercial scale depend on future launches and client adoption in 2026
Market Reaction
Following this news, APO has gained 4.05%, reflecting a moderate positive market reaction. Our momentum scanner has triggered 8 alerts so far, indicating moderate trading interest and price volatility. The stock is currently trading at $138.42. This price movement has added approximately $3.13B to the company's valuation.
Data tracked by StockTitan Argus (15 min delayed). Upgrade to Silver for real-time data.
Key Figures
Market Reality Check
Peers on Argus
APO is up 5.51% while key asset-management peers show modest, mixed moves (e.g., BAM -0.25%, BN +0.60%, ARES +0.68%, KKR +0.62%, AMP +0.58%), pointing to a stock-specific reaction to the Schroders partnership.
Previous Partnership Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 24 | Retail access partnership | Positive | +0.1% | Collaboration to distribute Bridge-managed vehicles via Axxes retail platform. |
| Nov 19 | Energy development tie-up | Positive | +2.3% | Strategic partnership to finance and develop U.S. battery and generation projects. |
| Sep 08 | Grid JV commitment | Positive | +2.2% | €3.2B JV with RWE backing Amprion stake and German grid expansion. |
| Jun 05 | Renewables partnership | Positive | -0.0% | Strategic Smart Solar partnership focused on agrivoltaics and land use. |
| Apr 11 | Commercial solar JV | Positive | +1.6% | Apollo funds commit up to $400M in new commercial solar venture. |
Partnership-related headlines for APO have typically produced modestly positive moves, averaging about 1.23% with mostly aligned price reactions.
Over the past year, Apollo has frequently used partnerships and joint ventures to expand its platform, from commercial solar and German grid investments to broader collaboration deals. These partnership-tagged events have generally led to small positive stock moves, with an average ±1.23% reaction across 5 prior cases. Today’s Schroders alliance similarly targets distribution and product innovation, fitting a pattern of Apollo leveraging partners to deepen reach and broaden income-focused offerings.
Historical Comparison
In the past year, APO’s 5 partnership headlines averaged a ±1.23% move. Today’s +5.51% response to the Schroders deal stands out as a materially stronger reaction than prior partnership updates.
Recent partnership news has spanned energy transition, infrastructure, and distribution platforms. The Schroders alliance continues this pattern by extending Apollo’s reach into UK wealth and US retirement channels.
Market Pulse Summary
This announcement details a broad strategic partnership between Apollo and Schroders targeting UK wealth and US retirement channels, including a new Collective Investment Trust expected in Q2 2026. It underscores Apollo’s ongoing use of collaborations to broaden access to private and hybrid income solutions, supported by its roughly $908 billion AUM and Schroders’ $1,064.2 billion AUM. Investors may watch forthcoming product launches, actual flow levels, and any follow-on regulatory or capital-markets actions tied to this initiative.
Key Terms
collective investment trust financial
private markets financial
fixed income financial
assets under management financial
AI-generated analysis. Not financial advice.
Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients
LONDON and NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Schroders (LON: SDR) and Apollo (NYSE: APO) today announce a strategic partnership to develop a next generation of innovative wealth and retirement investment solutions aimed at enhancing client choice and outcomes.
The partnership brings together two global leaders, combining Schroders’ active management pedigree in public markets and specialist capabilities across private markets, through Schroders Capital, with the expertise of Apollo’s private markets platform focusing on complementary strengths.
Key initiatives include accelerating and deepening the firms’ offering in the UK wealth market, through the co-creation of new investment products blending public and private market fixed income exposures from across Schroders, Schroders Capital and Apollo. These will seek to provide enhanced income solutions for UK wealth clients, with improved diversification and excess return per unit of risk across the full credit spectrum. The first product is expected to launch later this year. In addition, Schroders will have the opportunity to allocate to Apollo from certain existing client portfolios, with a focus on capabilities that complement Schroders Capital and with the potential to improve client outcomes.
Meanwhile in the US, a Collective Investment Trust for the defined contribution pension market is being prepared for launch in Q2 2026, combining complementary exposures across Schroders Capital and Apollo.
The partnership reflects growing demand globally for hybrid solutions that harness the best of both public and private markets, to help meet growing savings and retirement needs. Successful market testing with potential clients, along with potential flows from existing clients, point to a multi-billion dollar per annum opportunity.
Schroders Group Chief Executive, Richard Oldfield, said:
“This partnership is highly complementary, delivering the best of Schroders and Apollo to deliver better outcomes for our clients. It has the potential to offer clients something truly different; innovative investment solutions with the potential to deliver robust, resilient returns, encompassing offerings across the wealth and retirement landscape in the UK and the US.
“We have always said that we would only pursue partnerships which enhance our existing offering and it is clear that this agreement with Apollo meets that criteria. We cannot wait to get started together.”
Apollo Global Management CEO, Marc Rowan, said:
“Schroders is a storied institution with deep investment expertise and a reputation for delivering excellent client outcomes. Our complementary capabilities can help address a large and growing societal need for reliable income solutions. Together we look forward to developing the next generation of hybrid products.”
Schroders is a
Apollo is a leading global asset management and retirement services business. It has approximately
| For further information, please contact: Andy Pearce, Head of Media Relations | +44 20 7658 2203 | Andy.Pearce@Schroders.com |
| Jennifer Manser, Head of Corporate Communications and Business Management, North America | +1 (212) 632-2947 | jennifer.manser@schroders.com |
For Apollo: Noah Gunn Global Head of Investor Relations +1 (212) 822-0540 IR@apollo.com | ||
Joanna Rose Global Head of Corporate Communications +1 (212) 822-0491 Communications@apollo.com / EuropeanMedia@apollo.com |
Note to Editors
To view the latest press releases from Schroders visit: https://www.schroders.com/en/global/individual/media-centre/
Schroders plc
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions, with
Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. The company offers innovative products and solutions through four core business divisions: Public Markets, Solutions, Wealth Management, and Schroders Capital, which focuses on private markets, including private equity, renewable infrastructure investing, private debt & credit alternatives, and real estate.
Schroders aims to provide excellent investment performance to clients through active management. This means directing capital towards resilient businesses with sustainable business models, consistently with the investment goals of its clients. Schroders serves a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular updates by e-mail please register online at www.schroders.com for our alerting service.
Schroders Capital
Schroders Capital provides investors with access to a broad range of private market investment opportunities, portfolio building blocks and customised private market strategies. Its team focuses on delivering best-in-class, risk-adjusted returns and executing investments through a combination of direct investment capabilities and broader solutions in all private market asset classes, through comingled funds and customised private market mandates. The team aims to achieve sustainable returns through a rigorous approach and in alignment with a culture characterised by performance, collaboration and integrity.
With
*Assets under management as at 30 June 2025 (including non-fee earning dry powder and in-house cross holdings)
About Apollo
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of September 30, 2025, Apollo had approximately
FAQ
What did Apollo (NYSE: APO) and Schroders announce on February 9, 2026?
When will the Apollo (APO) and Schroders Collective Investment Trust for US defined contribution plans launch?
What product launches should investors expect from the Schroders‑Apollo partnership in 2026?
How large is the market opportunity cited by Apollo (APO) and Schroders for their partnership?
