Our services

Focused on what matters most to you

We build our services around your needs. We can offer you holistic wealth management or fit in around your existing advisers, to help you reach your financial ambitions.

View our minimum investment amount

Investing management and advice

If you have roots in more than one country, managing your financial affairs can be complicated – even with significant experience.

We have a proven track record of success thanks to our diversified and long-term approach, combined with active management. By partnering with us, you are backed by the resources and expertise of both Schroders and Cazenove Capital.

Our expert investment managers will take the time to define your goals and priorities before creating an approach that reflects your values, that is structured for tax-efficiency.

Our clients’ portfolios are aligned to their values and objectives. As such, we have been growing our sustainable investment offering since 2002.

We operate as one of the few SEC-registered investment advisers in the UK, offering discretionary and advisory services to US clients. We are authorised and regulated by the UK’s Financial Conduct Authority (FCA). You will get compliant tax reports as part of our service.

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

Discretionary

Many people hand over the day-to-day responsibility of managing their portfolio to a manager to make investment decisions on their behalf. We can inform you of any changes as often, and in as much detail, as you like.

We offer you:

Active portfolio management in line with your defined strategy
Individual investment restrictions
Regular portfolio monitoring
Regular portfolio reviews and meetings
Regular monitoring of your risk profile

Advisory

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

If you want to manage your portfolio yourself, our advisory service can support you with advice and expertise.

We offer you:

Advice on your portfolio structure
Expert advice from asset and industry specialists
Regular monitoring of your portfolio and investment strategies
Frequent portfolio meetings and reviews
Recurring monitoring of your risk profile

BROCHURES

	Wealth Management from London, for Americans Find out more about how we support US clients, or those with ties to the US who potentially fall within the US regulatory and tax regime. Read

At A Glance

More information

Custody and tax reporting

The US imposes complex custody and tax rules on its citizens, whether they live in America or abroad.

We can support you with:

A deep knowledge of tax and other regulatory requirements in the US and for UK non-domiciled residents
Expertise in supporting complex family structure
Custody of assets in Jersey, in the Channel Islands
US and UK-compliant tax reports
Introductions to a trusted network of lawyers and accountants operating in London and beyond, experienced in dealing with the affairs of US persons.

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

BROCHURES

	Wealth Management from London, for Americans Find out more about how we support US clients, or those with ties to the US who potentially fall within the US regulatory and tax regime. Read

At A Glance

More information

Third-party banking

We can connect you to third-party banking services for any additional banking support. This includes:

Deposit accounts
Cash administration services
Loans secured on portfolios or property
Bridging loans
Foreign exchange services

BROCHURES

	Wealth Management from London, for Americans Find out more about how we support US clients, or those with ties to the US who potentially fall within the US regulatory and tax regime. Read

At A Glance

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 most to you

Investing management and advice

If you have roots in more than one country, managing your financial affairs can be complicated – even with significant experience.

At A Glance

Custody and tax reporting

The US imposes complex custody and tax rules on its citizens, whether they live in America or abroad.

At A Glance

Third-party banking

We can connect you to third-party banking services for any additional banking support. This includes:

At A Glance

Martin Heale

Janette Saxer

Select a region

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Select a site

Retail Investors

Retirement Services

Mutual fund investment

Private Investor

Real Estate

Asset management

Wealth management

Select a region

Select a location

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Private Investor

Real Estate

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Schroders in the US

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Our services

Focused on what matters most to you

Investing management and advice

If you have roots in more than one country, managing your financial affairs can be complicated – even with significant experience.

At A Glance

Custody and tax reporting

The US imposes complex custody and tax rules on its citizens, whether they live in America or abroad.

At A Glance

Third-party banking

We can connect you to third-party banking services for any additional banking support. This includes:

At A Glance

Martin Heale

Janette Saxer