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Our business

An active approach to building long-term future prosperity

We manage investments for institutions and individuals to help them meet their financial goals and prepare for the future. As the world changes, so do our clients’ needs. That’s why we have a long history of adapting to meet the challenges of the times, keeping our focus on what matters most to our clients. From pension funds and insurance companies to individuals and charities, we work with a wide range of clients, whose needs are as diverse as they are.

A sustainable business designed to deliver positive outcomes for stakeholders over the long term

 

What we offer

We actively manage investment solutions to help build future prosperity for our clients. In doing so, we are able to deliver positive outcomes for our other stakeholders, including our shareholders, our people and society.

We offer innovative products and solutions across a wide range of asset classes, including equities, fixed income, multiasset, private assets and alternatives.

Within our Asset Management business, we work with institutional clients, including pension funds, insurance companies and sovereign wealth funds. We also work with a variety of intermediaries, including financial advisers, private wealth managers and online platforms.

We offer a wide range of wealth management services, which focus on preserving and growing our clients’ wealth. Our wealth management offering reflects our strategic ambition to provide wealth management and financial planning services to clients across the wealth spectrum.

We differentiate ourselves from our competitors through:

  1. A strong financial position. Our ownership structure and strong capital base enables us to take a long-term perspective. It means we can remain focused on our strategy and take advantage of opportunities in any market environment.
  2. Close, lasting relationships. We focus on developing strong relationships with our clients, which give us an in-depth understanding of their financial needs. We use these insights to identify and build solutions that help our clients to achieve their financial goals.
  3. A diversified business. Our business is genuinely diversified by asset class, geography and client type. This means that we are more resilient to changes in client demand or economic cycle and can focus on delivering for our stakeholders.

How we do it

Our clients are at the centre of our business. Our ongoing success is built on our understanding of their evolving needs. We partner with them and construct products and solutions that help them meet their changing financial goals. We are proud of our track record of delivering performance for clients.

What we deliver

Our client-led approach to maintaining a successful business model allows us to deliver for other stakeholders, including our shareholders, people, society as a whole, regulators and suppliers.

We manage investments for institutions and private investors throughout the client life cycle.

Our institutional clients include local authorities, pension schemes, insurance companies and sovereign wealth funds. We also manage assets for end clients as part of our relationship with distributors, financial advisers and online platforms.

We believe that the key to delivering better outcomes lies in gathering highly talented people who bring a diverse range of thoughts and ideas. Our 42 investment teams in 19 global locations actively manage investments across a range of asset classes. Our approach allows us to channel our insights into the right outcomes for our clients.

Our client service teams build lasting relationships, which allow us to develop a clear view of our clients’ needs and how these may change over time.

By combining these client relationships with market insights and our strong investment capabilities, we can design bespoke products and services. These solutions are designed to fit our clients’ needs and are rigorously tested to ensure that they are fit for purpose.

We provide a wide range of wealth management services, which focus on preserving and growing our clients’ wealth. There will soon be three key components to supplement our existing wealth management offering, which reflects our strategic ambition to provide wealth management and financial planning services to clients across the wealth spectrum.

Cazenove Capital (in the UK and Channel Islands) and Schroder Wealth (outside the UK) offer bespoke discretionary and advisory investment services to private clients, family offices and charities.

Benchmark Capital provides technology-led regulatory and administrative services for a network of independent financial advisers, as well as providing platform services.

We have announced our plans to create a joint venture with Lloyds Banking Group in the UK. The business will be named Schroders Personal Wealth and will address the growing gap in the advice market by offering personalised financial planning and investment services to affluent customers.