Who we help

We help our clients - including families, entrepreneurs and charities - plan for a successful financial future. What you want your investments to achieve will be unique. It may involve your family, your business or other interests - as well as the social or environmental causes you are passionate about.

Private individuals

Your wealth will play a pivotal part in your future. By guiding your investments and helping you plan, we can ensure you and your family achieve your ambitions.

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Professional advisers, lawyers and accountants

If you are representing clients in need of wealth management services, we can help. We are also highly experienced in helping professional advisers with their own planning and investing.

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Business owners and entrepreneurs

Two in five of our clients have built their wealth through their business interests. If you are managing, growing or thinking of selling your business, we have the skills and experience to help you.

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Financial advisers

We can partner with you to provide investment management for your clients, leaving you to focus on your clients’ other needs.

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As a leading UK charity investment manager, our specialist team provides a range of services to help charities meet their goals and an education programme for trustees.

Go to Cazenove Charities website

Family offices

Many of our clients are large, often multi-generational families. We work flexibly with family offices, advisers and individual family members to manage their investments and help them meet their wider goals including purpose-led investment and philanthropy.

Go to Schroders Family Office Service website

US citizens living in the UK

We serve Americans in the US, the UK and around the world, however complex their needs are.

Go to Schroders Wealth Management US website

Contact us

To discuss your wealth management requirements, or to find out more about our services, please contact us below.

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