Discretionary portfolio management

Our approach

We know that investing successfully takes time and dedication. Even with significant knowledge and experience, managing your own financial affairs can be a complicated, lengthy and laborious process. That’s why you can rely on our team of experts, with long-standing experience of advising clients, to take charge of the day-to-day decisions involved in managing your portfolio of investments.

Our partnership with our clients is always based on trust. We take the time to understand their specific circumstances and work with their existing advisers so that the management of their wealth is seamless.


Award-winning investment management that delivers results

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A dedicated team that understands your personal objectives

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Access to the research capabilities of the entire Schroders Group


Spanning social and financial investments, sustainable investing covers a broad range of environmental, social and governance (ESG) topics. For many of our clients, considering ESG issues is becoming fundamental in helping them ensure that their investments shape better outcomes for society, as well as drive long-term performance.

Central to our sustainable investment approach is the understanding that those companies that can adapt and thrive in a climate of rapid social and environmental change will be more successful in growing their business. Careful consideration of material ESG issues allows us to potentially mitigate risks that could arise from these issues as well as identify opportunities. We work with an extensive team of sustainability specialists as well as proprietary tools from the Schroders Group to help us appraise the companies that we invest in.

Our sustainable investment solutions combine our tailored wealth services with the depth and breadth of expertise at Schroders and our best ideas from across the market. We work with you to understand your values and how to best reflect them in your investment strategy.

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.