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

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

Martin's virtual business card

Janette's virtual business card

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