We help meet clients’ investment needs throughout various phases of the economic and market cycle in public markets. Retail clients can access our mutual funds through intermediaries and investment platforms. Model portfolio services allow wealth managers to benefit from our investment expertise while retaining control of their clients' assets. Our solutions business helps institutional clients address their most complex investment challenges at scale. We have also developed innovative new services for institutional clients, such as a Managed Indices service that tracks the general movements of an index while allowing us to modify their portfolios and seek enhanced returns or risk reduction through active management.

Schroders Capital offer investors the opportunity for diversification and the potential for additional sources of returns in assets that are not available through public markets. Private equity, private debt and credit alternatives, real estate and infrastructure investments – the four pillars of our private markets business – have historically only been available to institutional investors and ultra-high-net-worth clients. We have a differentiated private markets offering, such as in private equity where we specialise in buyouts of small and medium sized enterprises and in real estate where we are recognised for operation of hotels across Europe. Through new strategic partnerships and collective investment vehicles we are making investment opportunities in private markets available to a wider range of clients.

We partner with other leading firms, including BOCOM in China, Nippon Life in Japan, Axis in India and Phoenix Group in the UK, with whom we recently launched Future Growth Capital. These partnerships provide access or greater reach in markets with high potential.

Four wealth management businesses – Cazenove Capital, Schroders Wealth Management, Benchmark and Schroders Personal Wealth (see Associates and joint ventures) – position us to meet the needs of a wide spectrum of clients. Cazenove Capital serves high- and ultra-high-net-worth clients, family offices and charities in the UK. Schroders Wealth Management serves these client segments in the Channel Islands, Switzerland and Singapore. Benchmark Capital offers financial planning and advice to a broad range of clients and provides an investment platform used by financial advisers across the UK to help them meet the needs of their clients. Wealth clients benefit from the core investment expertise in public and private markets from our Asset Management segment.

Our joint venture with Lloyds Banking Group, Schroders Personal Wealth, offers financial advice and discretionary management for clients.