Schroders at a glance

At Schroders, we focus on helping our clients achieve their financial goals and build future prosperity.

As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals.

For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty.

We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business.

As an active investment manager we believe that we have an important role to play in driving better outcomes for our clients and society as a whole. We bring together people and data to identify the trends that will shape the prosperity of individuals, businesses and future generations.

We have a strong financial position

At 31 December 2016, shareholders’ equity was £3.2 billion. Maintaining a strong financial position enables us to take a long-term view of growth opportunities. We have no debt and hold capital significantly in excess of regulatory requirements.

Profit before tax and exceptional items £644.7m (2015: £609.7 million))

Profit before tax £618.1m (2015: £589.0 million)

Basic earnings per share
Before exceptional items
186.3p (2015: 176.9 p)

Total dividend per share 93p (2015: 87 p)

Investment capital £1.1bn (2015: £942 million)

Shareholders’ equity £3.2bn (2015: 2.8 bn)

Engagements on ESG issues 761 (2015: 495)

For more information on our approach to environmental, social and governance issues see chapter Environmental, social and governance.

We have a diversified business across client channels, asset classes and regions.

Clients

We manage assets on behalf of institutional clients and retail investors, financial institutions and high net worth individuals from around the world. No single client accounts for more than 2% of revenues.

Assets under management and administration.
Breakdown of assets under management and administration – Clients

Assets

We invest in a broad range of asset classes across equities, fixed income, multi-asset, alternatives and real estate, as well as Wealth Management. In addition to institutional segregated mandates, we manage more than 610 funds domiciled in 19 countries.

Assets under management and administration.
Breakdown of assets under management and administration – Assets

Geography

We operate from 41 offices in 27 countries, managing local and international investment strategies and solutions on behalf of local and international clients.

Assets under management and administration.
Breakdown of assets under management and administration – Geography

Assets under management and administration £397.1bn (2015: £313.5 billion)

Assets under management* £386.0bn (2015: £313.5 billion)

Our people

We have more than 4,100 employees who are essential to our success. They are based around the world, close to our clients and to the markets in which we invest.

Our people (graphic)

94%
of employees are proud to be associated with Schroders
(2015: 93%)

92%
employee satisfaction
(2015: 89%)

Employees by length of service

Employees by length of service (bar chart)

Award highlights of 2016

  • Funds Europe Awards 2016 winner (logo)

    European Marketing Campaign of the Year for incomeIQ and European Digital Brand of the Year

    Funds Europe Awards 2016 winner
  • Asset Manager of the Year 2016 (logo)

    Asset Manager of the Year 2016

    Global Investor ISF Awards
  • Digital Marketing Campaign, winner (logo)

    Digital Marketing Campaign, winner

    Investment Week, Investment Marketing and Innovation Awards 2016
  • Private Bank of the Year (logo)

    Private Bank of the Year

    Citywealth 2016 Magic Circle Awards
  • Finalist, Britain’s Most Admired Companies 2016/17 (logo)

    Finalist, Britain’s Most Admired Companies 2016/17

    Management Today

Our values

We strive for

Excellence

We want to excel at what we do. We continually strive for better.

We work with

Innovation

We challenge how things are done and anticipate future opportunities.

Teamwork

We work as one team for our clients. We value the contribution of individuals and encourage healthy debate.

We have

Passion

We demonstrate enthusiasm for what we do through the dedication and energy we bring to servicing our clients.

Integrity

We build strong relationships based on
trust and confidentiality.

* See glossary.
† The investment in Benchmark Capital brought £11.1 billion of assets under administration.