Experienced and talented people

We recognise that a sophisticated client base such as ours requires a wide range of knowledge and skills. We are able to attract and retain talented and motivated people who enjoy working in an environment where lines of communication are short and where the sole focus remains on our client’s interests. Read more about our people.

Pursuit of excellence

Our primary objective is to build long-term relationships with our clients, rather than simply pursuing short-term corporate objectives. This approach allows us to offer a tailored service and to structure portfolios according your individual requirements, rather than simply using generic models. Integrity is at the heart of everything we do.

Proven investment expertise

Each of our clients have specific financial needs and preferences, but all have a common objective – to preserve their wealth for the long-term. We believe that no firm can expect to excel in every investment area, therefore we access the best fund and investment products from around the world. We have a layered investment approach drawing on the depth and breadth of global expertise from within the Schroders Group and some of the world’s leading investment specialists.

Personal service

Building a trusted relationship with you is as important to us as the successful management of your wealth. Not only will we take the time to understand your financial requirements, as well as your investment objectives, we will also take the time to understand you. We understand the need for genuine flexibility to accommodate change and the unexpected, and will work with you to meet your requirements.

Multi-jurisdictions

We have experience in dealing with clients living in multiple jurisdictions and investing in structures which are also domiciled in a number of different countries. We offer a highly professional and tailored service which ensures your investment strategy is effectively deployed.

Responsible investment management

As a responsible wealth manager, we take corporate governance and sustainability seriously and integrate social, environmental and ethical research into our mainstream investment process.