Schroders Wealth Management has been designed to meet the needs of our clients. Our attitude to managing wealth is measured and intelligent, with a consistent focus on preserving capital and delivering strong risk-adjusted returns.
Building a relationship of trust with you is as important to us as the successful management of your wealth. Not only will we take the time to understand your financial requirements, as well as your investment objectives, we will also take the time to understand you. At Schroders Wealth Management, you will be supported by a dedicated team led by an experienced portfolio manager. We understand the need for genuine flexibility to accommodate change and the unexpected, and we will work with you to meet your requirements.
You will have access to experts who will take the time to understand your financial position. Our recommendations will be clear and realistic about what is achievable and what is advisable. We have a layered investment approach drawing on the depth and breadth of global expertise from the wider Schroders Group and those of some of the world’s leading investment specialists.
You have your own unique requirements and may choose to access only specific services from us. As part of your service with us, we will:
- Recommend an appropriate strategic asset allocation and select the most suitable managers and investments within each asset class.
- Provide on-going tactical asset allocation, monitoring and reporting.
Our investment philosophy is unburdened by strict models, so we are open to pursue the best opportunities for you across global investment markets.
The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.