Schroders Wealth Management

Schroders Wealth Management has been serving the diverse needs of high-net-worth individuals and families, intermediaries and institutions for over 200 years. 

Being majority-owned by the Schroder family, we are a FTSE 100 company delivering a broad range of investment solutions with the culture of a family business. Wealth management is a strategic priority for our parent company, Schroders Group, a London-based global asset manager. 

We draw upon the business's international investment expertise while offering personalised and impartial advice. The way we direct capital not only shapes our clients' financial returns but also impacts the companies we invest in on your behalf. Understanding the impact that these companies can have on society and the planet is crucial in assessing their ability to deliver risk-adjusted profits. 

For clients desiring specific outcomes, we can offer sustainable investment solutions, impact investing and philanthropy services. We take the time to define your goals and priorities before creating an approach that reflects your values. 

By partnering with us, you are backed by the resources and expertise of a global asset manager. We are always happy to work with advisers and clients' wider networks in the most effective way for them. 

Schroders Wealth Management is headquartered in London, with offices in Zurich, Geneva, Singapore and Hong Kong where we advise high-net-worth individuals and family offices as well as clients wanting to book their assets offshore in those locations. We advise high-net-worth individuals, families and charities under the Cazenove Capital brand across the UK and Channel Islands. 

Schroders Wealth Management US  

The US imposes complex rules on its citizens, whether they live in the US or abroad. We are fully committed to serving the needs of our American clients living across the globe. This can prove challenging when managing your wealth, from assembling an investment strategy to tax reporting. At Schroders, we've taken the time to build a team with the skills and expertise focused on these exact circumstances. 

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. 

As part of Schroders Group, with its global network of analysts conducting proprietary research, we have a global perspective on investments and markets. Our clients are also backed by the resources and expertise of a global asset manager. 

Wealth management is a strategic priority for our parent company, Schroders Group, a London-based global asset manager. We draw upon the business's international investment expertise while offering personalised and impartial advice. 

We have a proven track record of investment success thanks to our diversified and long-term approach combined with active management. For clients desiring specific outcomes, we can offer sustainable investment solutions, impact investing and philanthropy services. We take the time to define your goals and priorities before creating an approach that reflects your values.