How to invest with us

Before any investment, it’s worth getting clarity on what you want to get out of it. Different people have different goals, time frames and risk/reward tolerances, for starters. If you’re unsure of what’s best for you, a financial adviser should be your first port of call. They’ll give you independent advice based on your specific situation, and help you choose the products that best fit your needs. (If you need help finding one, you can look at the link below.)

If you’ve chosen a fund to invest in independently and don’t require advice, there’s the option of investing through an online UK platform. We’ve listed some of the websites below. (Note that we’re not recommending or endorsing these companies, who are completely separate to us, and we’re not responsible for anything you might find on their websites.)

• Hargreaves Lansdown
• Interactive investor
• Fidelity
• AJ Bell
• Vanguard

Benchmark Capital

Some firms offer a service. We offer a promise. We know that every one of our clients is unique – we’ll look at the big picture, and find what’s right for you. You might be buying your first home or about to retire. Along the way, you’ll want to make sure your loved ones have everything they need. As you navigate life’s journey, we’ll be right beside you for those with investiable assets of £150,000 or above.

Discover the Benchmark difference

Cazenove Capital

Looking for investment advice as a high net worth individual for those with portfolios over one million or more? Cazenove Capital tailors their bespoke service to fit each unique clients’ needs. They know your wealth is your future, which is why they always listen to your individual needs before curating their service around you. They’ve helped business owners, professionals, families, charities and individuals from across the globe, and their expertise can ensure your wealth creates the future that you want.

Find out more

Below you can find information on Schroders’ products, charges and other useful information.

Charges: Schroders' investment fund charges are designed to be transparent, so that investors have a clear understanding of what costs they will incur when investing in one of its funds. This is crucial to any investor as charges can impact on financial returns.   

Historical ongoing charges: Schroders funds incur a range of ongoing charges. A detailed breakdown of the charges and costs of our funds is available here. 

Non-trading days : Schroders' funds which are registered and priced in the UK will not be priced on days classified as legal holidays in England and Wales.

My account: Access your online account with Schroders or find out how to open one.

Returning unclaimed client money: We hold client money in respect of clients of Schroder Investment Management Limited and Schroder Unit Trusts Limited with whom we have lost contact or who have not cashed redemption and distribution cheques previously sent to them.

Application forms: Forms required to be completed to allow you to invest, open a new account or amend the details on your existing account.