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. This is led by a portfolio manager and, where applicable, a wealth planner. 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.
Our approach to wealth management ensures that investments are structured tax-efficiently, and that we create bespoke portfolios which help to reduce the tax liability on your estate.
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 Wealth Management and the wider 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.
