Overview of our services
For individuals with substantial assets, the range of options can be overwhelming. We understand that and we appreciate the importance of selecting the right solutions that not only grow your wealth and unlock new opportunities, but also preserve what you have for the long term.
Building a relationship of trust 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 have a layered investment approach drawing on the depth and breadth of global expertise from the wider Schroders Group and those of some of the world’s leading external investment specialists.
Portfolio management is provided on a discretionary basis. Our teams are supported by various committees of experts looking at asset classes and the opportunities within them.
Charity fund management
We have a long history of providing investment services to a wide array of charities and foundations. Our investment services are designed to offer comprehensive and customised support to the full breadth of the voluntary sector. As evidence of our success, our first client gained in 1936 remains with us today.
The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.