Private individuals

You will have access to experts, who will invest the time it takes to understand you, your financial position and your hopes for the future. Our recommendations will be clear and realistic about what is achievable and what is advisable.​

We provide clients with customised investment strategies across public and private markets. This can be delivered on an advisory and discretionary basis covering equity, fixed income, multi-asset, private assets and alternative investments.​

Each person’s requirements are different and you may need only specific services from us, but in most cases, our clients approach us for help on planning and implementing a strategy that can meet their wider goals. ​

We carry out an in-depth review of your financial circumstances, objectives and risk tolerance. We will also ask whether you want your investments to reflect specific personal values in relation, for example, to environmental or social factors.​

What sets us apart

  • You will receive a bespoke and boutique level of service, backed by the institutional expertise of the Schroders group
  • We provide an open-architecture and multi-custodial approach to client advice
  • We are a recognised leader in sustainable investment, helping clients meet a wide range of sustainability objectives and understand the impact of their investments on society and the planet
  • Our ‘buy-side’ investment expertise ensures the full alignment of our services to your interests
  • You will benefit from our access to research from major banks and research houses as well as the institutional proprietary research and tools of our Schroders Asset Management colleagues
  • Our Relationship Managers have considerable industry experience and offer independent and impartial advice
  • Clients can view their investments through consolidated web and app reporting
  • We’re global, with major offices in Asia, Continental Europe and UK
  • We offer an alternative to the traditional private banking model.

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.