Investing management and advice

We have a proven track record of success thanks to our diversified and long-term approach, combined with active management. By partnering with us, you are backed by the resources and expertise of Schroders.

Discretionary portfolio management

Many people hand over the day-to-day responsibility of managing their portfolio to a manager to make investment decisions on their behalf. We can inform you of any changes as often, and in as much detail, as you like.

We offer you:

  • Active portfolio management in line with your defined strategy
  • Individual investment restrictions
  • Regular portfolio monitoring
  • Regular portfolio reviews and meetings
  • Regular monitoring of your risk profile


Our advisory service generates a flow of investment ideas for clients who wish to retain responsibility for investment decisions.

If you want to manage your portfolio yourself, our advisory service can support you with advice and expertise.

We offer you:

  • Advice on your portfolio structure
  • Expert advice from asset and industry specialists
  • Regular monitoring of your portfolio and investment strategies
  • Frequent portfolio meetings and reviews
  • Recurring monitoring of your risk profile

Investing tax efficiently

We always aim to create long-term value for our clients. That is why our teams always consider the entire range of tax-efficient structures for US persons residing in the UK. We are careful that the structures we choose in each case match our clients’ objectives and needs.

We offer bespoke and fully US tax friendly portfolios for US Dollar, Euro and sterling based clients.  We understand the complex regulatory requirements of US tax reporting and work closely with your tax advisers to ensure a seamless process.

Download the brochure

Find out more about how we can support those with US connections, helping them to navigate regulatory and tax regimes across borders.

Our minimum sum for investment management

Our services start at £1 million or currency equivalent for discretionary services or £10 million or currency equivalent for advisory services.

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.