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Wealth management at Schroders

Wealth management is a core business and strategic priority within the Schroders group. Together, we look after £98.1 billion* of assets for our clients worldwide, drawing upon the international investment expertise of Schroders while offering personalised and impartial advice.

We provide a full range of services to help you achieve your aims and ambitions, from offices in the UK, Channel Islands, Switzerland, Singapore and Hong Kong.

The value of investments and the income from them are not guaranteed. Investors may not get back the amount originally invested.

*as at 31 December 2022
How we can help
Individuals & families
Financial advisers
Charities
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In the UK and Channel Islands, we are a leading adviser to high net worth individuals, family offices and charities under the Cazenove Capital brand. Internationally, Schroders Wealth Management has 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.

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Schroders Personal Wealth is our joint venture with Lloyds Banking Group which offers financial planning and investment services for the UK affluent segment, drawing on client referrals from Lloyds Banking Group, the investment expertise of Schroders and the platform of Benchmark Capital.

 

 

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Benchmark Capital provides network, platform and investment services to UK financial advisers. It also has its own team of financial planning advisers for the UK affluent segment, operating under the Aspect 8 brand.

 

 

 

Click to find out about the services we provide for:

Individuals and families  Financial advisers         Charities       

 

Contact Schroders

Schroders is a world-class asset manager operating from 38 locations across Europe, the Americas, Asia, the Middle East and Africa.




Worldwide locations

For any further questions, please contact us.

Contact us

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. All investments involve risks including the risk of possible loss of principal.

To the extent that you are in North America, this content is issued by Schroder Investment Management North America Inc., an indirect wholly owned subsidiary of Schroders plc and SEC registered adviser providing asset management products and services to clients in the US and Canada.

For all other users, this content is issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

© Copyright 2023 Schroders plc