Our services

Focused on what matters to our clients

We understand and appreciate the importance of selecting the right solutions that not only grow your wealth and unlock new opportunities, but also preserve what you have for the long term.

Building a relationship of trust with you is as important to us as the successful management of your wealth. At Schroders Wealth Management, you will be supported by a dedicated team led by an experienced portfolio manager. We have a layered investment approach drawing on the depth and breadth of global expertise from within the Schroders Group.

Private Client Investment Management

Our first investment is in understanding your objectives. We take the time to get to know our clients’ circumstances, priorities and ambitions. We use our long-standing experience and expertise to choose the investment solutions best able to deliver continued prosperity, responsibly and securely.

Award-winning investment management that delivers results
A dedicated team that understands your personal objectives
Access to the research capabilities of the entire Schroders Group

At A Glance

Our Private Client Investment Management At A Glance

Our approach

We know that investing successfully takes time and dedication. Even with significant knowledge and experience, managing your own financial affairs can be a complicated, lengthy and laborious process. That’s why you can rely on our team of experts, with long-standing experience of advising clients, to take charge of the day-to-day decisions involved in managing your portfolio of investments.

Our partnership with our clients is always based on trust. We take the time to understand their specific circumstances and work with their existing advisers so that the management of their wealth is seamless.

We gather an experienced team around each of our clients. Together, they agree an investment approach that ensures your assets are invested in a way that balances risk and reward in order to achieve your goals.

We focus on preserving your wealth but never rely on strict models to do this. Instead our talented team use the intelligence, ideas and strategies of Schroders Group to structure your investments to meet your individual objectives.

We are always searching for the best outcomes for our clients, so we monitor each portfolio, measuring ourselves on how well we preserve and grow our clients’ wealth.

For those wishing to invest in individual stocks or bonds in addition to funds, we offer a separate segregated mandate service.

Our segregated service also allows us to screen your investments in depth, creating a strong and unique portfolio in line with your values. If you have specific ethical concerns and want to avoid particular sectors, we will design a portfolio that reflects your personal principles.

We believe that by investing responsibly and committing to social and environmental goals we can create long-term value for our clients.

Family office services

With 200 years of heritage behind us, we understand the complexities of working with families spanning generations as well as jurisdictions. Many of the families we work with have been clients for generations, building deep relationships, trust and personal understanding.

Our family office service is as individual as the families we serve. We offer fully bespoke investment strategies, extensive benchmarking and access to world-class expertise from Schroders Wealth Management and across the wider Schroders Group to ensure that family wealth is preserved and grown.

With homes and business interests across the world, we understand that families may span many jurisdictions. We offer access to our extensive experience of handling wealth in a wide variety of currencies, as well as competitive foreign exchange rates.

Leaving a lasting legacy is an important concern for many clients, and our specialists can tailor a solution that suits family interests and future plans effectively and efficiently.

Advisory and Execution Only services

We are able to offer professional investors access to Schroders specialist investment solutions under our execution only and advisory licenses (Type 1 and 4).

This service enables us to work with clients and family offices in providing access to specific Schroder Group funds as part of their own asset allocation process. For example, we offer a broad range of solutions for investors looking to access UK and European real estate.

Sustainability

Spanning social and financial investments, sustainable investing covers a broad range of environmental, social and governance (ESG) topics. For many of our clients, considering ESG issues is becoming fundamental in helping them ensure that their investments shape better outcomes for society, as well as drive long-term performance.

Central to our sustainable investment approach is the understanding that those companies that can adapt and thrive in a climate of rapid social and environmental change will be more successful in growing their business. Careful consideration of material ESG issues allows us to potentially mitigate risks that could arise from these issues as well as identify opportunities. We work with an extensive team of sustainability specialists as well as proprietary tools from the Schroders Group to help us appraise the companies that we invest in.

Our sustainable investment solutions combine our tailored wealth services with the depth and breadth of expertise at Schroders and our best ideas from across the market. We work with you to understand your values and how to best reflect them in your investment strategy.

Our sustainable investment approach is set out in full in our Responsible Investment Policy.

More information

DFM for Financial Advisers

The Discretionary Fund Management Service is a bespoke portfolio management service for advisers with clients with assets of $700,000+ to invest.

This service is for advisers looking to outsource the day-to-day asset allocation and fund selection decisions, allowing more time to focus on clients' financial planning requirements.

At A Glance

Our DFM for Financial Advisers At A Glance

Our approach

Risk monitoring

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We work with you and your client to determine which of our four risk categories is most suitable for them, these can be found in DFM risk profiles. Within each risk category we have optimal asset allocations from which we can offer detailed guidance on the potential volatility of our portfolios to help you with the outcomes of your own risk profiling.

Portfolio construction

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Our specialist investment team draw on research from the wider Schroders Group and external investment community in seeking to construct portfolios which aim to achieve strong risk-adjusted returns. Our four risk categories serve as starting points and are tailored to meet individual client requirements.

Manager selection/de-selection

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Our manager selection team conduct in-depth research with fund managers, testing not only that their views are consistent with our own, but that the structure of their funds appropriately reflect their stated strategies.

Ongoing active management

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Portfolios are constantly reviewed and altered as appropriate to keep them aligned with developing market conditions and client objectives which may, of course, change over time.

Business cycle investing

DFM risk profiles

What are the risk categories?

The four risk categories below serve as starting points which are then tailored for each individual client.

Source: Schroders Wealth Management.

*Range is defined as the expected return in any given year with a 90% confidence. Based on our projected volatility and returns, there is a 5% chance of returns being lower than the lower bound of the range, and a 5% chance of returns being higher than the higher bound of the range. The expected returns are forecasts and not a reliable indicator of future performance. The “Long-term returns and risk assumptions” slide provides the assumptions the above numbers are based on.

All forecast performance figures are exclusive of commissions, fees and other charges which will have an effect on final performancefigures.

Long-term returns and risk assumptions

Forward looking return assumptions for high level asset classes (USD)

	Expected long-term return p.a.	Expected volatility p.a.	Comments
North American equity	7.75	16.5	Assumption of 3.75% equity risk premium over expected returns from government bonds (4%)
Developed market ex-NA equity	7.70	17.0	Assumption of 3.7% equity risk premium over expected returns from government bonds (4%)
Emerging market equity	10.00	23.0	Emerging market premium over developed equities expected to reward investors for higher risk and higher anticipated nominal growth rates
Government bonds (North America)	4.00	7.5	Returns on government bonds close to expected, long run nominal GDP growth (real growth 2%, inflation 2%)
Investment grade corporate bonds (North America)	5.00	8.5	Returns derived by adding expected credit spread, net of anticipated losses due to defaults, to government bond yields (credit spread 1.1%, default losses 0.1%)
High yield bonds	6.00	11.0	Returns derived by adding expected credit spread, net of anticipated losses due to defaults, to government bond yields (credit spread 5%, default losses 3%)
Property	6.00	8.3	Returns expected to lie between the returns realizable from government bonds and equities
Target absolute return	6.00	8.3	Returns expected to lie between the returns realizable from government bonds and equities
Commodities	6.50	19.0	Commodity returns a function of global growth and commodity specific supply demand balances
Cash (USD)	3.75	0.5	Derived from deduction of anticipated term premium (25 bps) from benchmark government bond yield

Source: Schroders Wealth Management.

The expected returns are forecasts and not a reliable indicator of future performance. Illustrative ten year performance for a normal business cycle. Income reinvested with no capital withdrawals. Underlying assumptions and calculations available on request.

Reasons to invest

Tailored portfolios: expertly managed to provide strong risk-adjusted returns in line with your clients' risk category

Dedicated portfolio manager: you and your client will have direct access to a portfolio manager, as well as a dedicated support team

In-house investment expertise: a team of highly experienced portfolio managers and dedicated specialists with real expertise in some of the more complex areas of investments

Depth of investment resource: we can draw on the global investment research capabilities of the Schroders Group as well as external specialists

Proven long-term track record: strong risk-adjusted returns with the average Cautious, Balanced Asset, Steady Growth and Equity Risk portfolios with a proven track record

Other tax-efficient structures

If you are interested in any of the below, please get in touch to discuss how we can help further.

General Investment Account

Offshore Investment Bond

Other Vehicles/Structures

More information

Charity Portfolio Management Service

Our portfolio management service is designed for charities with assets in excess of $1.5 million and offers:

A tailored investment portfolio
Direct investment or best of breed pooled funds
Ongoing support and excellent service from our specialist charity team
Bespoke quarterly investment reports and valuations
Attendance at trustee meetings and invitations to events
Safe custody and access to our cash management products

At A Glance

Our Charity Portfolio Management Service At A Glance

Understanding your objectives

While charities differ in their requirements, there are four broad stages to our advice:

Carrying out an in-depth review of the charity’s financial position, objectives and risk appetite as expressed in a written investment policy
Recommending an appropriate strategic asset allocation
Tactical asset allocation and investment selection through the business cycle
Ongoing monitoring and reporting. This includes reviewing any changes in the charity’s financial circumstances or charity legislation and responding accordingly

Our portfolio management service, for charities with over $1.5 million to invest, provides a tailored investment solution capable of meeting a broad range of objectives including those looking to protect against inflation, generate income or with specific ethical requirements.

Strategy

Building an investment portfolio suitable for your charity

Investment strategy is at the heart of any portfolio. We aim to identify the appropriate long-term mix of asset classes that best achieves your charity’s particular investment objectives. In doing so we consider the following factors:

Return objective
Income requirements
Inflation protection
Risk tolerance: risk of capital loss over a particular period, risk of not achieving return or income targets
Time horizon
Liquidity requirements
Ethical policy

Asset allocation

Knowledge and expertise allowing us to position your portfolio competitively

What is tactical asset allocation?

Having established the appropriate strategic asset allocation, the next step is to construct the portfolio, taking into account the range of assets and the relative attraction of each asset class in the prevailing market conditions compared to others. By making short-term overweight or underweight adjustments to the strategic asset allocation in a particular asset class or market, it is possible to take advantage of expected variations in asset performance.

Investment selection

Accessing the best investments for your charity

Once we have finalised the strategy and asset allocation, we select the most appropriate underlying investments. We have the flexibility and depth of research to invest across all asset classes. Our charity clients adopt a variety of strategies, some invest directly in equities and bonds, others focus on diversification through pooled funds. We include external products and managers alongside funds managed by Schroders.

We favour pooled funds over direct assets for the following reasons:

Greater diversification across investments and managers
Access to markets which may not otherwise be available
Improved liquidity where underlying assets may be relatively illiquid
Access to a broader range of investments
Reduced accounting burden

We achieve diversification by selecting a blend of funds across a range of investment styles. We have a successful, established track record of strong performance across a broad range of assets and we feel that we can often provide our clients with in-house investment vehicles to meet their needs.

We have the flexibility to include external products and managers. Indeed, we advocate exposure to third party funds in order to achieve greater diversification and improved projected performance. We believe that access to third party fund managers improves our flexibility and range of suitable funds which is an integral part of our approach to portfolio construction.

We are also able to manage investments on a directly invested basis, where required or preferred by clients.

Sustainability

Schroders Wealth Management believes that companies have the ability to enhance their long-term performance through an understanding of the environmental, social and governance (ESG) issues affecting their business.

In an increasingly dynamic environment where legitimacy and credibility in the market place are important indicators of corporate performance, a thorough awareness of ESG issues enables companies to potentially mitigate risks and liabilities that could arise from these issues as well as realise opportunities.

Central to responsible investment is our belief that it is in our clients' best interests to consider a company's management of, and exposure to, ESG issues. Companies that combine good governance and corporate responsibility will tend to deliver long-term shareholder value over time.

More information

Contact Schroders Wealth Management

To discuss your wealth management requirements, or to find out more about Schroders Wealth Management and our services, please contact:

Robert Ridland

Head of Wealth Management, Hong Kong

Telephone:

+(852) 2843 7852

robert.ridland@schroders.com

Jelmer Kattevilder

Portfolio Director

Telephone:

+(852) 2843 7854

jelmer.kattevilder@schroders.com

Our services

Meet the team
- Portfolio Management
- Investment Specialists

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Issued in Hong Kong by Schroder & Co. (Hong Kong) Limited. Registered office: Level 54, Hopewell Centre, 183 Queen’s Road East, Hong Kong. Company number 1814730. Licensed and regulated by the Hong Kong Securities and Futures Commission.

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

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Our services

Focused on what matters to our clients

Private Client Investment Management

At A Glance

Our Private Client Investment Management At A Glance

Our approach

Family office services

Advisory and Execution Only services

Sustainability

DFM for Financial Advisers

At A Glance

Our DFM for Financial Advisers At A Glance

Our approach

Risk monitoring

Portfolio construction

Manager selection/de-selection

Ongoing active management

Business cycle investing

DFM risk profiles

Forward looking return assumptions for high level asset classes (USD)

Reasons to invest

Other tax-efficient structures

General Investment Account

Offshore Investment Bond

Other Vehicles/Structures

Charity Portfolio Management Service

At A Glance

Our Charity Portfolio Management Service At A Glance

Understanding your objectives

Strategy

Building an investment portfolio suitable for your charity

Asset allocation

Knowledge and expertise allowing us to position your portfolio competitively

What is tactical asset allocation?

Investment selection

Accessing the best investments for your charity

Sustainability

Contact Schroders Wealth Management

Robert Ridland

Jelmer Kattevilder

Hong Kong site