Schroders Investment Management: Your Trusted Wealth Partner

Schroders is a British multinational asset management company with a history spanning over 200 years. The company has a presence in 38 locations across the world and offers a diverse range of investment opportunities for its clients. As an active investment manager, Schroders aims to deliver sustainable returns by carefully navigating investment risks and opportunities. The company provides access to a global range of strategies, allowing investors to diversify their investments, manage risks, and maximise returns. Schroders also offers bespoke investment solutions and works closely with insurance clients to help them achieve their goals. With a commitment to transparency and accountability, Schroders has established itself as a trusted name in the investment management industry.

Longevity and history

Schroders plc is a British multinational asset management company headquartered in London, England. The company was founded in 1804 and currently employs over 6,000 people worldwide in 38 locations across Europe, America, Asia, Africa, and the Middle East.

The history of Schroders began in 1804 when Johann Heinrich Schröder (John Henry) became a partner in J.F. Schröder & Co, a London-based firm founded by his brother, Johann Friedrich (John Frederick), in 1800. In 1818, J. Henry Schröder & Co. was established in London. The company's longevity can be attributed to its ability to adapt to changing times and its focus on building principled partnerships with clients, putting them at the center of everything they do.

Throughout its history, Schroders has been involved in several key events that have shaped its development. During the American Civil War, the company issued £3 million in bonds for the Confederacy in 1863. In 1923, the company established the J. Henry Schroder Banking Corporation ('Schrobanco') as a commercial bank in New York. Schroders went public in 1959, offering its shares on the London Stock Exchange, and acquired Helbert, Wagg & Co, a leading issuing house, in 1962.

In the 1980s, Schroders played a significant role in the UK Government's privatization efforts and experienced rapid growth under Winfried Bischoff, who took over as CEO in 1984. In 1986, the company disposed of its commercial banking arm, Schrobanco, and acquired 50% of Wertheim & Co., a mid-tier New York-based investment bank. In 2000, Schroders sold its investment banking division to Citigroup for £1.3 billion.

More recently, in 2013, Schroders purchased the capital management arm of Cazenove, and in 2020, it acquired the London-based Sandaire Investment Office. Schroders also launched the Schroders Capital brand in 2021 to unite its specialist private assets capabilities.

Today, Schroders is a trusted name in investment management, known for its broad expertise across public and private markets and its commitment to delivering sustainable returns for its clients. The company's longevity and history are a testament to its ability to navigate changing markets and its focus on client-centric partnerships.

Broad expertise

Schroders is an investment manager with broad expertise across public and private markets, investing on behalf of savers and investors globally. The company has been building principled partnerships with its clients for over 200 years, always putting them at the centre of everything they do.

Schroders offers a distinctive range of global investment strategies through its lineup of mutual funds, allowing investors to diversify their investments, manage risk and seek to maximise their investment objectives. As an active investment manager, the company believes its ability to navigate investment risks and opportunities thoughtfully allows it to deliver sustainable returns for its clients.

The company works with insurance clients in a range of different ways, from key pooled vehicles across asset classes to fully bespoke models, including SAA and actuarial support. Expert teams from across the Schroders group can support clients to achieve their goals and objectives.

Schroders also collaborates with universities, such as Imperial College London, to further its research and investment strategies.

Client-centric approach

Schroders is a client-centric organisation, with a 200-year history of building principled partnerships with its clients, putting them at the centre of everything it does. The company's active investment management strategy is focused on delivering sustainable returns for clients by thoughtfully navigating investment risks and opportunities.

Schroders' client-centric approach is evident in its commitment to transparency and accountability. The company expects the same standards from the businesses it invests in, demonstrating its dedication to ethical and responsible investment practices. As a global asset and wealth manager, Schroders offers a diverse range of investment options tailored to meet the unique needs of its clients, including individuals, intermediaries, institutions, and non-residents.

The company's investment strategies cover a wide array of asset classes across multiple regions, enabling investors to diversify their portfolios, effectively manage risk, and maximise their returns. Schroders' expertise spans both public and private markets, and its teams work closely with insurance clients to develop bespoke models that align with their specific goals and objectives.

Additionally, Schroders provides access to standout opportunities in private markets, empowering investors to respond to changes and lead innovation. The company's client-centric approach is further reinforced by its commitment to delivering beyond expectations. Schroders continuously seeks ways to exceed client expectations and help them achieve their long-term financial goals.

Overall, Schroders' client-centric approach is characterised by its long-standing dedication to building strong partnerships, its focus on delivering sustainable returns, its commitment to transparency and accountability, and its ability to provide diverse investment options that meet the unique needs of its global clientele.

Sustainable returns

Schroders is a British multinational asset management company headquartered in London, England, with a history spanning over 200 years. The company has a strong focus on delivering sustainable returns for its clients, which is achieved through its active investment management approach.

As an active investment manager, Schroders believes in navigating investment risks and opportunities in a thoughtful and careful manner. This involves considering a range of factors, including environmental, social, and governance (ESG) criteria, to make informed investment decisions. By integrating ESG factors into their investment process, Schroders can identify sustainable investments that contribute to long-term value creation.

The company offers a diverse range of global investment strategies, enabling investors to access a wide array of asset classes across multiple regions. This diversification helps investors manage their risk effectively and maximise their returns over the long term. Schroders' expertise spans both public and private markets, allowing them to provide tailored solutions to meet the specific needs and goals of their clients.

In addition to their investment expertise, Schroders is committed to transparency and accountability in their business practices. They expect the same standards from the companies in which they invest, ensuring alignment with their values and contributing to sustainable returns. The company's long-standing presence in the industry and its focus on client partnerships have earned them the trust of individuals, corporations, and institutions alike.

Schroders' ability to adapt to changing market conditions and identify emerging trends further enhances their ability to deliver sustainable returns. By combining their historical knowledge with a forward-thinking approach, they position their clients' investments for long-term success. The company's research capabilities and global presence enable them to stay at the forefront of market developments, benefiting their clients' portfolios.

Global presence

Schroders plc is a British multinational asset management company headquartered in London, England. It was founded in 1804 and has since grown to employ over 6,000 people in 38 locations across Europe, America, Asia, Africa, and the Middle East. Schroders' global presence is a key strength, enabling it to offer a diverse range of investment opportunities and strategies to its clients.

In the United States, Schroders operates as Schroder Investment Management North America Inc. ("SIMNA"), providing asset management services to clients. SIMNA is an SEC-registered investment advisor, demonstrating its commitment to regulatory compliance and client protection. It also has a subsidiary, Schroder Fund Advisors LLC ("SFA"), which is a limited-purpose broker-dealer registered with FINRA and Canadian securities regulatory authorities. This allows Schroders to offer its investment products and services to a diverse range of clients in the US and Canada.

Schroders' global footprint extends beyond North America, with a significant presence in Asia-Pacific. In 2023, the company announced an internal restructuring to drive growth in this region, appointing Chris Durack and Karine Szenberg as co-heads of its client groups. Schroders offers a range of investment opportunities in Asia-Pacific, including real estate and private equity. The company's job postings also reflect its global presence, with positions available in Singapore, Luxembourg, and Paris, showcasing its commitment to talent acquisition worldwide.

Additionally, Schroders has a long history of international collaboration. In 1923, it established a commercial bank in New York, and in 1986, it acquired 50% of a mid-tier New York investment bank, Wertheim & Co. This expansion into the US market mirrored the activities of its London business, strengthening its global presence. Schroders has also played a significant role in UK privatizations in the 1980s and continues to seek strategic acquisitions and collaborations to expand its global reach.

Overall, Schroders' global presence is a key differentiator, enabling it to offer diverse investment opportunities, maximize returns, and provide clients worldwide with access to its broad range of asset classes and investment strategies. With its commitment to regulatory compliance and talent acquisition across regions, Schroders solidifies its position as a leading global investment manager.

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