Our services

How we support you

We have supported Americans living all over the world for decades, whether they need business advice, tax planning or investment strategies. While your situation is unique, it is likely that we have helped someone facing the same challenges that you are.

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Private individuals

We take time to understand your unique circumstances.

We mold our services around your needs and ambitions, whether you require tailored portfolio management or third-party banking services. We can then provide you with an in-depth financial plan to make sure you are on track. Our recommendations will always be clear and realistic.

You can benefit from:

In-depth review of your financial circumstances, objectives and risk tolerance
Investments structured for tax-efficiency
A personalised long-term investment strategy
The most suitable investments within each asset class
A portfolio that reflects your values, which can include sustainable or socially responsible investments
Regular reporting
Close monitoring and re-balancing of your portfolio to take advantage of shorter-term shifts in the economic cycle

BROCHURES

	Wealth Management from London, for Americans Find out more about how we support US clients, or those with ties to the US who potentially fall within the US regulatory and tax regime. Read

At A Glance

More information

Family offices

With 200 years of heritage behind us, we understand the complexities of working with families across generations.

Our family office service is as individual as the families we serve.

We offer fully bespoke investment strategies, extensive benchmarking and access to world-class expertise from across Schroders Group to ensure that your family wealth is preserved and grown.

Our specialists can tailor tax-efficient solutions that suit your family values and future plans.

With homes and business interests across the world, we understand that families may live across different countries. We are experienced in handling wealth in a wide variety of currencies and offer competitive foreign exchange rates.

BROCHURES

	Wealth Management from London, for Americans Find out more about how we support US clients, or those with ties to the US who potentially fall within the US regulatory and tax regime. Read

At A Glance

More information

Business owners and entrepreneurs

Close to 40% of our clients have generated their wealth through their business interests.

Our experience of helping generations of successful wealth creators teaches us that no two entrepreneurs are alike – but many have similar needs.

One of the most important decisions in your career will be when you come to sell all or part of the business you nurtured through time. This is where years or decades of effort, ingenuity and courage are crystallised.

Getting this right takes planning.

Considerations include tax efficiency, income replacement, safeguarding your capital, making provision for ongoing business interests and ensuring that your wishes for others, including your family, are taken into account.

BROCHURES

	Wealth Management from London, for Americans Find out more about how we support US clients, or those with ties to the US who potentially fall within the US regulatory and tax regime. Read

At A Glance

More information

Contact the Americas Team

To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact:

Martin Heale

Portfolio Director

Telephone:

+44 20 7658 3602

martin.heale@schroders.com

Janette Saxer

Portfolio Director

Telephone:

+44 20 7658 1245

janette.saxer@schroders.com

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Janette's virtual business card

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Our services

How we support you

Private individuals

We take time to understand your unique circumstances.

At A Glance

Family offices

With 200 years of heritage behind us, we understand the complexities of working with families across generations.

At A Glance

Business owners and entrepreneurs

Close to 40% of our clients have generated their wealth through their business interests.

Getting this right takes planning.

At A Glance

Martin Heale

Janette Saxer

Select a region

Select a location

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Private Investor

Real Estate

Asset management

Wealth management

Select a region

Select a location

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Private Investor

Real Estate

Asset management

Wealth management

Schroders in the US

Schroders Globally

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Our services

How we support you

Private individuals

We take time to understand your unique circumstances.

At A Glance

Family offices

With 200 years of heritage behind us, we understand the complexities of working with families across generations.

At A Glance

Business owners and entrepreneurs

Close to 40% of our clients have generated their wealth through their business interests.

Getting this right takes planning.

At A Glance

Martin Heale

Janette Saxer