Company
Position
Director
Index
UHNW Wealth Managers
Location
London
Advice type
Investment strategy
Philanthropy
Succession planning
US-UK tax
Wealth management
Client type
Expats
Families
International UHNWs
Trusts
UHNW
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Geographical focus
United Kingdom
United States
Janette Saxer
Spear’s Review
‘We call ourselves “the quarterback”,’ says Janette Saxer, a portfolio director at Schroders Wealth Management. Leading her team and clients towards success, she works predominantly with UHNWs – specifically Americans who have an international dimension to their wealth.
The London-based adviser tells Spear’s that she often assists divorcées with their portfolio planning. This can be particularly complex when one of the couple is American and the other is from another country. ‘When it comes to divorce settlements, what one party would be receiving wouldn’t work for the American.’
She is a chartered fellow of the Chartered Institute of Securities & Investment and a registered investment adviser with the US Securities and Exchange Commission.
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