Just as every client is unique, so is the service we build around them. We offer a fully open product and service platform in order to meet our clients’ individual requirements. Consulting not only our in-house investment specialists but also leading external professionals allows us to present our clients with an independent and unbiased choice of the most suitable and competitive products and services. Achieving our clients’ financial goals remains at the centre of everything we do.
Wealth Management is about more than meeting short-term personal financial goals; it is the all-encompassing challenge of matching long-term financial planning with the demands of an individual’s lifestyle. Our focus is on understanding your objectives. We take the time to get to know your circumstances, priorities and ambitions. You and your family are at the centre of our attention. We use over 200 years experience and expertise to choose the investment solutions to best deliver continued prosperity, responsibly and securely.
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 is 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.
We offer a fully open product and service platform, providing a wide variety of products and services to meet your unique requirements. Our own in-house funds compete with the very best available and are subject to the same scrutiny and rigorous testing. Because we work with not only our in-house investment specialists but also leading external professionals, you enjoy an independent and unbiased choice of the most suitable, competitive products and services.
Prudent investment lies at the heart of creating and preserving wealth. This requires considerable time, experience and expertise. Our discretionary portfolio management centres on each individual client’s needs, short and long-term goals and risk profile. Understanding these in depth shapes the nature and structure of your individual portfolio.
In discretionary asset management, we are responsible for each individual step of the strategy implementation, from investment decisions to portfolio administration.
Your advantage: You select one of our strategies (cautious, balanced, or growth) or create your own bespoke strategy for your wealth to be managed in line with our market expectations and tuned to your personal strategy. At least once a year, the strategy is reviewed and confirmed or adapted if your requirements change. We provide you with a regular analysis of your account and performance of your assets which you can view at any time via our online services.
Wealth Management means more than just managing client assets. It is about providing a comprehensive package of advice from professional expertise to empathy and understanding. Our advisory mandate centres on your needs, short and long-term goals and your personal risk profile. These factors always determine the nature and structure of your portfolio.
Many Schroders Wealth Management clients base their investment decisions on advice given by their dedicated private banker. We provide clients with extensive and comprehensible information on our entire range of products and services, as well as an exclusive selection of third-party products analysed and selected by us.
Your advantage: You decide how and when you shape your portfolio by selecting from our cautious, balanced and growth strategies. At your request, your relationship manager or the advisory team will provide you with independent advice customised to your personal strategy and needs.
State of the art portfolio tracking is supplied by our banking system. We provide you with a periodic analysis of your account and performance of your assets and you can access up-to-date performance data at any time via our online services.
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.
Our sustainable investment approach is set out in full in our Responsible Investment Policy.
We are expert in the needs of UK clients who live abroad, non-domiciled clients who live in the UK and UK resident clients. As part of the Schroders Group, a truly global asset manager, we access a wealth of world-class investment expertise, as well as our long-standing knowledge of the structures needed to best serve them.
From offices in Switzerland, the UK, the Channel Islands, Germany, Hong Kong and Singapore, our specialists create solutions tailored to the specific needs of non-domiciled clients and expatriates. Whether you live overseas or are a non-domiciled client currently in the UK, our portfolio management and relationship management teams will collaborate closely to ensure that your investments are managed efficiently, generating income and growing in value.
In the UK, Schroders is a market leader in investment services for charities and foundations. Switzerland with more than 13,000 foundations is an equally important market. We, therefore, focus on providing sustainable wealth management solutions and associated services to support charitable entities preserve and grow their capital.
Our additional services are carefully focused on meeting tailor-made needs as well as delivering added-value to our clients.
Our personalised services are designed to complement your existing arrangements and deliver peace of mind. Diverse and varied, they are a way for us to ensure that every aspect of your wealth is looked after with care and attention.
Our financing solutions are tailor-made and set up to suit your personal needs. Not only do we take great care of your assets, but we also offer financing and guarantees secured by pledged assets held at the bank.
Our experts are able to provide secured financing in the form of fixed term loans or current account overdrafts at short notice in all standard currencies under favourable terms. With secured lending (Lombard lending) you retain your portfolio investments while increasing your financial flexibility. You may wish to leverage your portfolio in pursuit of higher investment returns, for diversification reasons or to meet short-term liquidity needs.
In order to help you to achieve your objectives, we also support you with finding solutions for complex security structures.