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:


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 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.
Our advisory service generates a flow of investment ideas for clients who wish to retain responsibility for investment decisions.
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.
Our advisory service generates a flow of investment ideas for clients who wish to retain responsibility for investment decisions.
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.
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.
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.
Our service will fit around you and your needs. We will:
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.
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.
To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact: