About wealth management
We provide a complete wealth management service by delivering tailored portfolio management and wealth planning, together with banking and treasury services. 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. 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 within the 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, in particular you may have your own wealth planning adviser, but we will usually provide five broad stages of advice as part of your service with us. We will:
- Carry out an in-depth review of your financial position, objectives and risk tolerance.
- Recommend and establish the most tax-efficient structures through which to hold your assets.
- Recommend an appropriate strategic asset allocation.
- 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 most suitable opportunities for you across global investment markets.