We offer an investment-led wealth management service that applies independent and tailored client advice across an open architecture platform. This approach is supported by the institutional buy-side investment expertise of the Schroders group and enhances our position in working alongside clients as their trusted advisers.
WEALTH MANAGEMENT PROFESSIONALS
For existing Wealth Management Professionals looking for an open architecture and multi-custodial platform through which you can offer independent advice to your clients, we offer this differentiated approach and can help you make this transition.
We work flexibly with family members, often across generations, as well as their family offices and advisers to manage their investments and more. As well as meeting their financial objectives, many clients look to us for advice on wider goals including purpose-led investment and sustainability.
Your wealth will play a pivotal part in your future. By guiding your investments and helping you plan, we can ensure you achieve your ambitions.
To discuss your wealth management requirements, or to find out more about our services, please contact us.