Our services

Focused on what matters to our clients

Just as every client is unique, so is the service we build around them. We work together to deliver our clients’ financial goals and invest heavily in understanding our clients’ expectations and priorities, so they enjoy a long and personal relationship with our teams.

Investment Management and advice

Investment management can be provided on a discretionary and advisory basis.

Discretionary

Investment management can be provided on a discretionary basis. Once a suitable approach has been agreed, most of our clients hand over the day-to-day responsibility for managing their portfolio to their manager who will take investment decisions on their behalf. Clients are then kept informed of changes according to the detail and frequency they prefer.

Active management of your portfolio according to the defined investment strategy
Individual investment restrictions
Regular monitoring of the portfolio
Regular portfolio review and meetings
A recurring monitoring of risk profile

Advisory

Our advisory service generates a flow of investment ideas for clients who wish to retain responsibility for investment decisions.

Advice on portfolio structure
Investment advice
Regular monitoring of the portfolio/investment strategies
Regular portfolio review and meetings
Recurring monitoring of risk profile

At A Glance

Our Investment Management and advice At A Glance

Our wealth management 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 to 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 the 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.

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.

Sustainability

More information

Custody and tax reporting

As a global wealth manager experienced in dealing with complex client needs across multiple jurisdictions, there is much that we can offer US persons - wherever they live.

Our London-based team provides:

Deep knowledge of US tax and other regulatory reporting requirements
Understanding of the rules applying to non-domiciled UK residents (“non-doms”)
Experience of dealing with complex family structures
Custody of assets in Jersey, in the Channel Islands, which is offshore to both the US and the UK
US and UK compliant tax reports
Introductions to a trusted network of lawyers and accountants operating in London and elsewhere, experienced in dealing with the affairs of US persons, should you need further professional advice.

At A Glance

Our Custody and tax reporting At A Glance

Investing tax efficiently

We always aim to create long-term value for our clients. That is why our teams always consider the entire range of tax-efficient structures for US person residing in the UK. We are careful that the structures we choose in each case match our clients’ objectives and needs.

We offer bespoke and fully US tax friendly portfolios for US Dollar, Euro and sterling based clients. We understand the complex regulatory requirements of US tax reporting and work closely with your tax advisers to ensure a seamless process.

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 across 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.

More information

How we work with you

Our award-winning London team has many years’ experience of working with dual UK/US citizens as well as American clients based in the UK, the US and elsewhere.

Our service will fit around you and your needs. We will:

Travel to meet you in the US, if appropriate
Tailor our investment and tax reporting to suit you
Bring to all of our conversations and dealings with you our knowledge of the special requirements of US persons

At A Glance

Related downloads

Client relationship summary

Our How we work with you At A Glance

Overseas clients and non-UK residents

We are expert in the needs of UK clients who live abroad and non-domiciled clients who live in the UK. As part of a truly global asset manager, the Schroders Group, we access a wealth of world-class investment expertise, as well as our long-standing knowledge of the structures needed to best serve them.

Wherever our clients are in the world, our London-based team take the time to understand what matters most to them. We are a leader in wealth management in the UK and have a strong presence in the Channel Islands and Switzerland. Primarily serving the needs of high net worth individuals from America, we also cover the Caribbean, Singapore and Hong Kong.

Whether you live overseas or are a non-domiciled client currently in the UK, our investment management and wealth management teams will collaborate closely to ensure that your investments are managed tax-efficiently, generating income and growing in value.

Because relationships drive everything we do, we understand that every client has different needs. We take the time to understand your objectives, timescale and future plans. We have our own global network of expert intermediaries, and can also work with your existing advisers to ensure the best outcomes.

We always consider factors such as your domicile, residence, income and tax status when dealing with clients. We’re also able to deal with investor visas for international clients and can run a portfolio consistent with stringent visa requirements.

Managing charity investments

As a leading investment manager for charities in the UK, we work closely with organisations that our private clients are often associated with as trustees and members of charity boards.

Our charity team consists of 24 specialists, each skilled in helping charitable organisations meet their objectives, preserve their capital and help it to grow.

Find Out More About Managing charity investments Find Out More

More information

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

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Our services

Focused on what matters to our clients

Investment Management and advice

Discretionary

Advisory

At A Glance

Our Investment Management and advice At A Glance

Our wealth management approach

Sustainability

Custody and tax reporting

At A Glance

Our Custody and tax reporting At A Glance

Investing tax efficiently

Family office services

How we work with you

At A Glance

Related downloads

Our How we work with you At A Glance

Overseas clients and non-UK residents

Managing charity investments

Contact the Americas Team

Martin Heale

Janette Saxer