01FEB 2023
Contact Schroders Wealth Management
To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact:


19JUL 2022
Zurich, Switzerland, Europe & Middle East
19JUL 2022
Zurich, Switzerland, Europe & Middle East
13JUL 2022
Zurich, Switzerland, Europe & Middle East
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.
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.
To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact:
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Issued by Schroder & Co Bank AG, regulated by FINMA, with registered head office at Central 2, 8001 Zurich and a branch in Geneva.
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