Nuveen and Schroders have joined forces to establish one of the world’s leading active asset and wealth managers.

Together, Nuveen and Schroders have truly global reach combined with on-the-ground presence built up over decades in more than 40 markets around the world. With approximately $2.6 trillion in assets under management and scale across the full spectrum of public to private markets, we have a powerful platform to seamlessly deliver the outcomes our clients want.

We are equipped to build tailored solutions to meet the needs of every type of client. The dynamic changes in the marketplace today are demanding new investment solutions. Whether that is across retirement, insurance or wealth, the expanded range of capabilities and tools we bring as one firm enable us to help our clients respond to their most complex challenges.

We have centuries of experience and a shared commitment to delivering outstanding performance for the long-term. The patient capital and stability of our parent company, TIAA, underpins our ability to invest in the future and focus on the needs of our clients today and for the generations to come.

Hear more from Schroders Group CEO, Richard Oldfield and Group CIO, Johanna Kyrklund.

Offer updates

De-listing and cancellation of trading of Schroders shares
Scheme of arrangement becomes effective and leadership changes
Court sanction of scheme of arrangement
Update on conditions, expected scheme timetable and anticipated board changes

Court and General Meetings

Voting results from the Court and General Meetings
New Articles of Association
Shareholder Q&A – Court and General Meetings 2026

Scheme documentation

Scheme document
Supplementary information
Share plan letters
Rule 2.7 Announcement
Co-operation Agreement
Clarification of Nuveen and Bidco's intentions regarding its non-US headquarters

Consent letters

BNP Paribas Consent letter
Wells Fargo Consent Letter
Barclays Consent Letter
JPM Consent Letter

Client presentation and factsheet

Client Presentation
Schroders and Nuveen Factsheet

Financing documents

Credit agreement
Engagement letter
Fee Letter

Director irrevocables

Claire Fitzalan Howard Director Irrevocable Undertaking
Elizabeth Corley Director Irrevocable Undertaking
Ian King Director Irrevocable Undertaking
Johanna Kyrklund Director Irrevocable Undertaking
Leonie Schroder Director Irrevocable Undertaking
Matthew Westerman Director Irrevocable Undertaking
Meagen Burnett Director Irrevocable Undertaking
Rakhi Goss-Custard Director Irrevocable Undertaking
Richard Oldfield Director Irrevocable Undertaking

NDA, CTA & JDA

Mutual NDA
Clean Team Agreement
Confidentiality and Joint Defence Agreement

Half Year Results 2026

Half Year Results 2026

Annual Results 2025

Annual Results 2025 Press Release
Annual Results 2025 and Recommended Offer from Nuveen

2.11 statements

Employee letter
Letter to shareholders and others
E-comms to shareholders and others
Letter to Trustees of the UK Defined Benefit Schroders pension scheme

Form 8 Disclosures

Form 8 (OPD) Schroders plc - 25 February 2026
Form 8 (DD) – Schroders plc (Richard Oldfield) - 3 March 2026
Form 8 (DD) – Schroders plc (Johanna Kyrklund) - 3 March 2026
Form 8 (DD) – Schroders plc (Meagen Burnett) - 3 March 2026
Form 8 (DD) – Schroders plc (Richard Oldfield) - 11 March 2026
Form 8 (DD) – Schroders plc (Johanna Kyrklund) - 11 March 2026
Form 8 (DD) – Schroders plc (Meagen Burnett) - 11 March 2026
Form 8 (DD) – Schroders plc (Richard Oldfield) - 13 April 2026
Form 8 (DD) – Schroders plc (Johanna Kyrklund) - 13 April 2026
Form 8 (DD) – Schroders plc (Meagen Burnett) - 13 April 2026
Form 8 (DD) – Schroders plc (Richard Oldfield) - 24 April 2026
Form 8 (DD) – Schroders plc (Johanna Kyrklund) - 24 April 2026
Form 8 (DD) – Schroders plc (Meagen Burnett) - 24 April 2026
Form 8 (DD) – Schroders plc (Richard Oldfield) - 12 May 2026
Form 8 (DD) – Schroders plc (Johanna Kyrklund) - 12 May 2026
Form 8 (DD) – Schroders plc (Meagen Burnett) - 12 May 2026
Form 8 (DD) – Schroders plc (Richard Oldfield) - 11 June 2026
Form 8 (DD) – Schroders plc (Johanna Kyrklund) - 11 June 2026
Form 8 (DD) – Schroders plc (Meagen Burnett) - 11 June 2026
Form 8 (DD) – Schroders plc (Richard Oldfield) - 13 July 2026
Form 8 (DD) – Schroders plc (Johanna Kyrklund) - 13 July 2026
Form 8 (DD) – Schroders plc (Meagen Burnett) - 13 July 2026
Form 8 (DD) – Schroders plc (Richard Oldfield) - 11 August 2026
Form 8 (DD) – Schroders plc (Johanna Kyrklund) - 11 August 2026
Form 8 (DD) – Schroders plc (Meagen Burnett) - 11 August 2026
Form 8 (DD) – Schroders plc (Richard Oldfield) – 21 August 2026
Form 8 (DD) – Schroders plc (Johanna Kyrklund) – 21 August 2026
Form 8 (DD) – Schroders plc (Meagen Burnett) – 21 August 2026
Form 8 (DD) – Schroders plc (Richard Oldfield) – 11 September 2026
Form 8 (DD) – Schroders plc (Johanna Kyrklund) – 11 September 2026
Form 8 (DD) – Schroders plc (Meagen Burnett) – 11 September 2026

Other documents

Principal shareholder group documents