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Schroders Wealth Management

Private Bank Investment Manager

The wealth management arm of a global investment powerhouse, this Hong Based office provide private clients, charities and institutions with independent investment solutions.

ABOUT

Schroders Wealth Management provides discretionary investment management services. Our attitude to managing wealth is measured and intelligent, with a consistent focus on preserving capital and delivering strong risk-adjusted returns.
Building a relationship of trust with you is as important to us as the successful management of your wealth. Not only will we take the time to understand your financial requirements and investment objectives, we will also take the time to understand you.
Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business. This combined with our range of services and the quality of our experts gives us an unparalleled ability to look after our clients’ financial futures.

Schroders Wealth Management

Sandy Dudgeon
Head of Wealth Management, Hong Kong

FACTS

Founded 1804
Ownership Listed
Presence Global
No. of employees -
Country of origin UK
Asia offices in HK, SG
Fee class $ $ $ $ $
Suitable for clients with US$1 - 10 mil

IN CONVERSATION

SERVICES

Advisory Investment Management

Fees are charged per transaction

Clients are charged a brokerage fee per trade.

A fixed fee is charged per annum

Clients can pay an all-in annual fee which includes transaction fees.

Advice can be provided using an online portal or app

Technology is available for clients to receive advice and ideas via an app or portal.

Advice provided is independent

Advice is not dependent on in-house products or in-house solutions.

Discretionary Investment Management

Lending

WEALTH'S OPINION

Employing over 4100 talented people and managing US$543 bn on behalf of institutional and retail investors, Schroders is a global asset management powerhouse,

We see that their investment strategies are undergirded with research and capabilities, this is their core strength here in Asia. With small yet growing teams in Singapore and Hong Kong, they offer pure investment pedigree when it comes to building portfolios and managing investment portfolios.

Why Schroders Wealth Management?

1

Asset Management

They are very strong when it come to markets research and investment options.

2

Boutique

The Asia offices maintain the friendliness and close service of a boutique.

3

Stable Ownership

Over 200 years and long-term thinking governs their approach to investing, building client relationships and growing their business.

WISDOM

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Schroders Wealth Management

The wealth management arm of a global investment powerhouse, this Hong Based office provide private clients, charities and institutions with independent investment solutions.

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