Schroder Wealth Management (US) Limited
Firm details
- Headquarters
- London,
- CRD number
- 289151
- Registered since
- August 1, 2017
- Website
- www.schroders.com
- Custodians
- ROYAL BANK OF CANADA (CHANNEL ISLANDS) LIMITED, BANK PICTET & CIE (EUROPE) AG, LONDON BRANCH
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.64%
- Corporations / Businesses30.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Schroder Wealth Management (US) Limited is a corporation registered with the SEC in 2017 that provides fee-based portfolio management to individuals, families and institutional clients. The firm reports a percentage-of-AUM fee model and describes its advisory work as portfolio management for individuals/small businesses and for businesses or institutions. Ownership is listed as a mix of a foreign entity and an individual. The adviser is not designated as a capital allocator, is not a multi-state adviser, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Private Funds21%
- Sovereign Bonds11%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3
Toby Glover
Chief Executive OfficerCRD 7787064
Benedict Noah
Chief Compliance OfficerCRD 7357333
Tim Mccann
CFOCRD 8247042
Contacts
3 of 6
Janette Saxer
Portfolio DirectorCRD 5691600
Michael Greenwood
AssociateCRD 6132751
Emily Kidd
Portfolio DirectorCRD 7656630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$6.3B in ETFs
100%
$6.3B
<1%
$12.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $831M | 1,219,824 | 13.12% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- 1 London Wall Pl
- Office locations
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