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.
Charity investment funds
Our range of five Charity Authorised Investment Funds (CAIFs) is designed specifically for charities in the UK. Minimum investment £1,000.
Charity portfolio service
Our portfolio management service provides tailored investment portfolios for charities in the UK with assets in excess of £1 million.
Our wealth management services are provided by Cazenove Capital, Schroders Wealth Management, Schroders Personal Wealth and Benchmark Capital.
Schroders is a world-class asset manager operating from 38 locations across Europe, the Americas, Asia, the Middle East and Africa.