We understand the impact your wealth has today and for generations to come. That’s why we work with you to help your investments create the future you want. We listen to you and build our service around your vision.
We are the high-net-worth wealth management division of Schroders, the global investment firm. Our services start at £1 million or USD equivalent for discretionary services or £20 million or USD equivalent for advisory services, and we work with individuals, families, intermediaries, and institutions.
Our clients benefit from the resources and expertise of our parent company as well as our relationships with specialist investment partners around the world. Schroders’ founding family remains the firm's largest shareholder, providing us with stability and allowing us to take a long-term perspective.
Request a call back below
Who we help
We support Americans living in the US and UK, whether they need tax planning, investment management or philanthropy. While your situation is unique, it is likely that we have helped someone facing the same challenges that you are.
What we offer
We can offer you holistic wealth management, or fit in around your existing advisers, to help you reach your financial ambitions.