Why Schroders Wealth Management?
Experienced and talented people
We recognise that a sophisticated client base such as ours requires a wide range of knowledge and skills. We are able to attract and retain talented and motivated people who enjoy working in an environment where lines of communication are short and where the sole focus remains on our client’s interests. Read more about our people.
Pursuit of excellence
Our primary objective is to build long-term relationships with our clients, rather than simply pursuing short-term corporate objectives. This approach allows us to offer a tailored service and to structure portfolios according your individual requirements, rather than simply using generic models. Integrity is at the heart of everything we do.
Proven investment expertise
Each of our clients has specific financial needs and preferences, but all have a common objective – to preserve and grow their wealth for the long-term. We believe that no firm can expect to excel in every investment area, therefore we access the best fund and investment products from around the world. We have a layered investment approach drawing on the depth and breadth of global expertise from within the Schroders Group and some of the world’s leading external investment specialists.
Building a trusted relationship with you is as important to us as the successful management of your wealth. Not only will we take the time to understand your investment objectives, we will also take the time to understand you. At Schroders Wealth Management, you will be supported by a dedicated team led by an experienced portfolio manager. We understand the need for genuine flexibility to accommodate change and the unexpected, and will work with you to meet your requirements.
Multi-jurisdictions and different legal entities
We have experience in dealing with clients living in multiple jurisdictions and investing in structures which are also domiciled in a number of different countries. We offer a highly personalised and bespoke service which ensures your investment strategy is effectively deployed.
Responsible investment management
As a responsible wealth manager, we take corporate governance and sustainability seriously and integrate social, environmental and ethical research into our mainstream investment process.
The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.