We build your family wealth over the long term, while helping you achieve your wider goals. To do this, we work closely with families and their advisers to create tailored solutions that reflect your individual circumstances. We design investment portfolios that match your requirements and bring you additional services that protect and grow your wealth.
Schroders is majority-owned by the family who founded it over 200 years ago.
We also acquired the London-based family office Sandaire in 2020. The founder, Alex Scott, has remained with the business and taken the role of Chair of Schroders Global Family Office Service. As a family office service founded by prominent families, we will always be deeply empathetic to the challenges you face and are committed to facilitating your vision of successful stewardship.
Your family is unique, as is mine, but the challenges we face and the choices we make have been navigated by other families before.
Complex requirements call for strong governance and expert, discreet and flexible services that can adapt to your family’s evolving circumstances.
We can help your generation to achieve its ambitions and leave a lasting legacy. As such, we offer a wide range of sustainable investments, covering environmental, social and governance concerns.
We’ve reviewed the various options for families who are considering how best to manage and oversee their assets. If you would like to receive a copy of our brochure, please contact a member of the team.
The pandemic has had an impact on economic and market forces and on society as a whole. In the first survey of its kind, our family clients reveal their priorities – and their anxieties.
CASE STUDY
We bring a range of services to a UK family office who have appointed us to manage the family’s liquid investments. We provide the family office and the individual family members with customised reporting and administration. Some members of the family live overseas and many are involved with a family charitable trust.
CASE STUDY
Following the sale of a family-owned business, our client came to us for advice on estate planning and investment structuring. We helped them plan for the efficient transfer of wealth to their children and charity, while providing a high degree of flexibility and minimising complexity.
To discuss your wealth management requirements, or to find out more about our services, please contact us or leave your details here and we can contact you.
