Schroder Wealth Management (US) Limited

Overview

Schroder Wealth Management (US) Limited is a corporate adviser that registered with the SEC in 2017. The firm serves both individual and institutional clients and charges fees as a percentage of assets under management. Its advisory mandate covers portfolio management for individuals and small businesses as well as for businesses or institutional clients. Ownership is listed as a combination of a foreign entity and an individual, and the adviser is not marked as an active ESG investor, a pension consultant, a multi-state adviser, or a related adviser. The firm appears to operate as a traditional fee-based wealth manager that leans toward equity-oriented portfolios while leveraging external relationships (including banking institution affiliations) to support custody and investment execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices