Company
Position
Director
Index
UHNW Wealth Managers
Location
London
Advice type
Cross-border
Investment management
Investment strategy
Wealth management
Asset Class
Alternative assets
Client type
HNW
Family offices
Non-domiciles
Trusts
UHNW
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Geographical focus
United States
Michael Greenwood
Spear’s Review
Michael Greenwood joined Schroders Wealth Management’s US business as a portfolio director in 2017. Working with clients possessing complex portfolios and wealth distributed across the UK and US, he takes responsibility for the overarching solutions the firm delivers to clients with an American connection.
Regulated by the Securities and Exchange Commission (SEC) and Financial Conduct Authority (FCA), the Schroders team is adept at ‘providing investment objectives and constructing tailored solutions to meet [clients’] needs’.
Prior to joining Schroders, Greenwood was an investment director at RBC Wealth Management. He is a CFA charter holder and a member of the Chartered Institute for Securities & Investment. He is also a registered investment adviser with the SEC.
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