Private markets for private clients
Capturing the growth of private markets
The number of publicly listed companies is falling globally, and indices are becoming highly concentrated. Investors will need to explore private markets options to capture the growing private investable universe.
At the same time, private markets are becoming more accessible. This shift, driven by regulatory changes, advancements in technology, and new product structures, is facilitating the next phase of private markets growth.
Schroders Capital is at the forefront of this innovation, working with private investors globally to support their objectives.
Why Private Markets for private clients?
Private markets investments can provide unique benefits that are not available in public markets. They can provide private clients with potentially higher returns, diversification benefits, and the ability to invest in assets that more closely align with their personal values and interests.
For these reasons, private markets can represent a key part of strategic asset allocation for a private investor, provided necessary consideration is given to individual risk tolerances and investment time horizons.
Access for UK intermediaries
In the UK, the majority of investors have been able to use investment trusts for exposure to private markets. New regulatory developments and product innovation within the UK market, underpinned by growing investor demand, are creating new complementary product structures. This evolving ecosystem can meet a broader range of client investment preferences.
Schroders Capital Wealth Solutions - your partner for private markets
In the UK, Schroders has a long heritage of working with private client businesses, which makes us uniquely placed to support you in building your private markets program.
As the private markets investment division of Schroders, Schroders Capital leverages the financial strength, network, infrastructure and resources of the wider group and its 200 year history. Schroders Capital has a deep and long-standing understanding of private markets, viewed through the lens of intermediaries. This means we can offer tailored solutions, across risk, return and liquidity profiles that meet the needs of your private wealth clients.
*data as at 31 December 2024
$96bn
in assets under management*
680+
employees dedicated to private assets
Breadth
of perspective and the scale to build holistic solutions
Semi-liquid funds
Unlike investment trusts that offer a fixed number of shares, semi-liquid funds can grow or shrink in line with investors' subscriptions or redemptions, like a traditional mutual fund. In the same way, the manager will use those investor flows to buy assets, and investors seeking to make subscriptions or redemptions will do so at certain periods through the calendar.
LTAFS
The Long-Term Asset Fund (LTAF) is an FCA authorised fund, which is open-ended, evergreen and specifically designed to provide a broader set of investors with the access to invest efficiently in private markets. LTAFs present a new opportunity for UK savers with longer-term horizons to invest in illiquid assets whilst retaining access to their investment.
Schroders Capital announced it received regulatory approval for its first Wealth focused Long Term Asset Fund (LTAF) in 2024, a significant milestone as the firm focuses on providing investors with a broader selection of access points to private markets.
Investment Trusts
One of the most popular for the wealth manager community in the UK, has been the investment trust vehicle, also known as listed closed-end funds, or investment companies. These are funds that issue a fixed number of shares through an IPO or capital raise.
Discover an investment solution that resonates in our Investment Trust range.
Schroders Capital
Our dedicated private assets business, Schroders Capital, draws on a vast array of assets and global network of experts to craft forward-thinking strategies.