Director
UHNW Wealth Managers
London
Investment management
Portfolio management
Tax planning
Wealth management
Families
Family offices
Investors
Non-domiciles
UHNW
Financial Services
Wealth Management & Private Banking
United Kingdom
United States
Spear’s Review
Emily Kidd advises two sets of clients: American clients and UK-based clients with a US nexus. ‘At Schroders Wealth Management US, we’ve made it a strategic priority to look after American clients and do it well,’ she says.
The portfolio director is UK/US dual-qualified and says that the firm is regulated by both the FCA (Financial Conduct Authority) in the UK and the SEC (Securities and Exchange Commission) in the US.
She tells Spear’s that her UK-based clients have different concerns regarding their portfolios than American clients. ‘UK clients are focusing on planning as opposed to inheritance,’ she says, underscoring the anxieties relating to inheritance tax. ‘American clients are focusing on the economy and how the US elections might shape it.’
Rank: Recommended
Recommended 2024, UHNW Wealth Managers
Top 100
Schroders Wealth Management
Power List
London
Top 100 2024 Power List
Recommended
Schroders Wealth Management
HNW Wealth Managers
Singapore
Recommended 2024 HNW Wealth Managers
Recommended
Schroders Wealth Management
UHNW Wealth Managers
London
Recommended 2024 UHNW Wealth Managers
Recommended
Schroders Wealth Management
HNW Wealth Managers
Dubai
Recommended 2024 HNW Wealth Managers
Recommended
Schroders Wealth Management
UHNW Wealth Managers
London
Recommended 2024 UHNW Wealth Managers
Recommended
Schroders Wealth Management
UHNW Wealth Managers
London
Recommended 2024 UHNW Wealth Managers
Recommended
Schroders Wealth Management
HNW Wealth Managers
Singapore
Recommended 2024 HNW Wealth Managers
Notable
Schroders Wealth Management
Power List
Singapore
Notable 2024 Power List