Our history

Two centuries of investing for the future

Our evolution in international finance

For over 200 years, Schroders has shaped international finance, consistently placing clients at the heart of all we do. Our story is one of enterprise, resilience and evolution, reflecting the development of global markets themselves. We are proud that many of our client relationships span decades.

Explore over 200 years of Schroders in this whistle-stop tour.

Merchant beginnings

In 1804, the year of our foundation, a young Johann Heinrich Schröder went into partnership in London with his elder brother.  Over the next 80 years, Schroders became one of London’s leading merchant banks, arranging bonds for transformative infrastructure across Europe, the Americas and Asia. We also backed visionary initiatives – recognising Japan’s potential by issuing a bond in 1870 to support the country's first railway.

In 1924, we formed our first investment trust and started managing investments for clients, with the Investment Department being created in 1926. Our listing on the London Stock Exchange followed in 1959. The share offering was oversubscribed eighteen times, and the Schroder family retained a significant holding, preserving our long-term outlook and stable ownership structure, which continues to this day.

In 2000, we sold our investment banking arm to specialise in asset and wealth management. Today, we’ve also expanded into private markets, opening up a new dimension to our clients. 

Investing to grow

Acquisitions have always been part of our growth story, adding key capabilities and helping us to meet the evolving needs of our clients and drive growth in an ever-changing world. 

With more than a dozen transactions since 2016 alone, we’ve expanded our expertise in private assets, from real estate to infrastructure financing. We’ve expanded our wealth management offering, including a market-leading offering for financial advisers.

Our secret to success? We only make acquisitions that fit with our overall culture and values. It’s about adding to our expertise, rather than simply buying for growth.

Embracing change and innovation

Innovation has been a constant driver of our evolution. We’re always thinking of new ways to use active management to get our clients where they want to go.   

Like winning our first pension fund mandate in the UK in 1947. Or launching our first property fund in 1971 to access the world of alternative products. We offered the first of our diversified growth strategies in 2006.  A year later we introduced our Global Climate Change Equity fund. And in 2009 we launched GAIA, a platform designed to give investors easier access to hedge fund expertise. 

Today, our multi award-winning sustainability investment framework - designed in-house - is embedded into our investment processes. And our data scientists bring cutting edge insights to our investment teams, so we’re at the forefront of active investing. We have continually adapted to meet changing client needs and have expanded our reach in major global markets, positioning ourselves close to our clients. 

A global network of partnerships

Partnerships have further broadened our horizons, coupling our investment expertise with our clients’ distribution networks, to meet the needs of their customers. Our partnership strategy gives us access to new distribution opportunities around the world, including some of the world’s highest growth markets. 

Like our 2005 joint venture with the Bank of Communications in China, our 2012 partnership with India’s Axis Asset Management, our relationship with Hartford Funds in the US with ten sub-advised strategies tailored for US customers, and our strategic partnership with Nippon Life in Singapore. In 2024, we announced a strategic partnership with Phoenix Group to launch Future Growth Capital in the UK, a new private markets investment manager.

Answering clients’ sustainability needs

We’re proud to say that our commitment to sustainability is well established; we published our first responsible investment policy in 2001.

Our role as an active investment manager gives us the ability to drive significant change through engaging with companies on strategic capital allocation decisions, seeking to protect and enhance our clients’ capital. In 2019 we acquired a majority stake in BlueOrchard, a leading impact investment manager and pioneer in microfinance. And a year later, we integrated environmental, social and governance – or ESG – analysis into our investment strategies.   

These moves support our ongoing strategy of helping our clients meet their investment and climate goals.

Creating prosperity together

Today, our focus is on active asset management – responding to changing dynamics with an intelligent investment approach that enables us to help clients achieve their ambitions in a complex world.

Private markets and wealth management remain integral to Schroders, forming a core part of our ability to serve individuals, families and family offices globally. Our approach is rooted in values shaped by centuries of family stewardship: we believe in serving our clients with the same care, continuity and personal commitment that have long defined the Schroders family way.

We are proud of our heritage and remain inspired by our purpose: “creating prosperity together” – with our clients, people and society – for generations to come. As we look ahead, we draw confidence from our past and remain committed to navigating the future – together.

Schroders in Hong Kong

A long and trusted heritage

With a history dating back to the mid-nineteenth century, Schroders continues to be one of the 100 largest companies on the London Stock Exchange where we have been listed since 1959.

The cornerstone of our success is our ability to create value in line with evolving client and shareholder needs by identifying the opportunities most suited to our style of working during times of market change.

  • 2024

    Establishes the Schroders Capital Infrastructure Asia Team, the majority of whom are based in Hong Kong. The team is responsible for scaling up the firm’s renewable infrastructure investment capabilities and assets in Mainland China, which is among the leading renewable energy markets globally, among other markets.

    2021

    Schroders launches the Schroder Global Multi-Asset Thematic Fund in Hong Kong. Celebrates 50th Anniversary in Hong Kong.

    2020

    Schroders completes the acquisition of a majority stake in direct real estate asset manager Pamfleet.

    2018

    Schroders in Mainland China launched its first domestic private fund, which invests primarily in China’s A-share market by leveraging its on-the-ground research capabilities.

    2017

    Schroders launches the Schroders Advanced Beta series that is specifically tailored for the Default Investment Strategy (“DIS”) under the Mandatory Provident Fund (“MPF”) regime, the first-of-its-kind for the MPF market in Hong Kong by investment approach. Completes acquisition of Adveq, a leading asset manager investing in private equity globally.

    2016

    Schroders enters a strategic relationship with Sun Life Hong Kong for its Mandatory Provident Fund (MPF) business.

    2011

    Schroders launches its flagship Schroder Asian Asset Income Fund, a multi-asset product that aims to generate stable long-term income for investors by focusing on assets that provide sustainable yields. The fund reinforced Schroders’ position as a pioneer in multi-asset income investment.

    2008

    Standardises Schroders’ Chinese name to “Shi Luo De” (施羅德投資).

    2007

    Launches the Schroder Alternative Solutions Commodity Fund in Hong Kong, the first commodity futures and options funds on the market.

    2001

    Launches Schroder Guaranteed Return Fund in Hong Kong, the first of its kind on the market.

    2000

    With the introduction of the compulsory retirement plan, Mandatory Provident Fund (MPF), in Hong Kong, Schroders launches the Schroder MPF Master Trust, which offers scheme members a wide choice of up to 10 MPF portfolios (constituent funds) to suit each individual member's risk profile.

    Schroders is the plan sponsor and investment manager, and is responsible for client servicing and investor education for members. The administration and trustee function are managed by HSBC Provident Fund Trustee (Hong Kong) Limited and BestServe Financial Limited, who are responsible for the administration and members' record keeping.

  • 1996

    Launches Schroder Provident Plan (SPP), a pooled retirement product that meets regulatory requirements under the Occupational Retirement Schemes Ordinance (ORSO) in Hong Kong.

    1995

    Schroders was incorporated to conduct investment management services in Hong Kong.

    1976

    Wins first pension fund mandate in Hong Kong.

    1974

    Schroders begins providing retirement and surplus fund services in Hong Kong. Began to advise on investments across all major asset classes in developed and emerging countries; hedge funds, equities and bonds, money markets, private equities, and property.

    1972

    Asset management business commences in Hong Kong.

    1971

    Schroder Investment Management (Hong Kong) Limited was established. Schroders Hong Kong originally conducted investment banking activities.