Schroder Wealth Management (US) Limited is an investment advisory firm based in London that manages investment portfolios for U.S. residents, U.S. persons living abroad, and clients with U.S. connections. Backed by its parent company Schroders plc, the firm offers both discretionary and non-discretionary investment management tailored to each client's individual risk tolerance, goals, and benchmark. Schroder Wealth Management (US) Limited constructs diversified portfolios across major asset classes—including equities, fixed income, cash, and alternative investments—using a top-down approach based on the economic business cycle and in-house market research. The firm primarily serves high-net-worth individuals, entrepreneurs, corporate directors, professionals, trusts, charitable foundations, and retirement plans, typically requiring a minimum portfolio size of £1 million.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $8.0M | 0.70% |
| $8M+ | 0.50% |
Fees generally range from 0.50% to 0.90% per annum and are agreed individually in writing. Some clients may agree to a flat rate charging structure.