Wealth management, minimum sum for investment management

Our minimum sum for investment management

We take great care to construct global portfolios with the potential to perform well and believe we can best obtain results from a starting sum of GBP 1m (or USD equivalent) for discretionary portfolios.

Our minimum for advisory portfolios is USD 5m (or GBP equivalent).

Contact the Americas Team

To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact:

Martin Heale

Portfolio Director

Telephone:

+44 20 7658 3602

martin.heale@schroders.com

Janette Saxer

Portfolio Director

Telephone:

+44 20 7658 1245

janette.saxer@schroders.com

Martin's virtual business card

Janette's virtual business card

Select a region

Select a location

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Private Investor

Real Estate

Asset management