Wealth management is a core business and strategic priority within the Schroders group. Together, we look after £96.0 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.
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.
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.
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.