The Schroders Family Office Service team is delighted to have won Spears’ 2023 Family Office Services Provider of the Year award.
The team provides family offices and wealthy families with a wide range of services that encompass strategic advice on governance, succession, and philanthropy as well as financial structuring, portfolio management and reporting. They work closely with colleagues across wealth and asset management to deliver a comprehensive, personalised service.
Clare Anderson, Head of Schroders’ Family Office Service, commented:
"We are honoured to have won this prestigious award. It comes at the end of an exciting year for the business. We are working with an ever-growing number of clients and have continued to invest in our capabilities, building on our successful acquisition of multi-family-office Sandaire in 2020.”
Mary-Anne Daly, Global Head of Wealth Management for Schroders and Chief Executive of Cazenove Capital, said:
“I am delighted for the team. It is a testament to their commitment to clients and success over the past few years. Family offices are a key driver of growth in wealth management and an area of strategic focus for our business.”
The Schroder family’s significant ownership in Schroders plc resonates strongly with clients, many of whom still own, or have owned, businesses. The culture of family ownership runs through the Schroders business and allows for an exceptionally client-centric and long-term perspective. Schroders’ global presence also plays an important role in serving families with an international footprint.
Edwin Smith, Spears editor-in-chief commented:
“Our judging panel includes former award winners and leading experts on wealth management, private banking and family offices. The judges, together with the Spears Research Unit, reviewed hundreds of submissions. The quality of the winning entries reflects the exceedingly high calibre of the nominees overall.”
ENDS
For further information, please contact:
Estelle Bibby
Head of Marketing and Communications, Schroders Wealth Management
+44 20 7658 3431
Laura Keeble
Marketing Manager, Cazenove Capital
+44 20 7658 1615
laura.keeble@cazenovecapital.com
Note to Editors
About Wealth Management
As a long-established wealth manager with an absolute focus on preserving and growing our clients’ wealth, what matters most to our clients, matters most to us.
Private individuals, family offices, trusts, institutions and charities all rely on us to provide them with bespoke wealth management services. Skilled in investment management, wealth planning and banking services – we also offer discretionary fund management to external advisers and their clients, and we are the largest charity fund manager by assets under management in the UK.
For two centuries we have helped clients look forward to a successful future. With each client, we plan for the long term and invest the time to gain a detailed understanding of their unique circumstances, goals and ambitions. The majority of our clients, and many of our own people, work with us for years, decades and even generations. This creates relationships of unusual depth.
Our experience of navigating complex markets and adapting to change helps us balance risk and reward. The investment expertise we call upon as part of Schroders, a truly global asset manager, combined with our long-standing experience of advising clients, is what sets us apart.
Wealth Management office locations
Cazenove Capital: UK and Channel Islands. Schroders Wealth Management: Singapore and Switzerland.
Schroders Wealth Management, including Cazenove Capital, has £102.6 billion in assets under management globally across all Wealth Management offices (including Benchmark Capital, part of wealth management) as at 30 June 2023.
Further information about Cazenove Capital can be found at www.cazenovecapital.com.
Issued by Cazenove Capital which is part of the Schroders Group and is a trading name of Schroder & Co. Limited. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
When investing, your capital is at risk.
Fund performance is shown net of underlying fund fees and trading costs. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.
The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested. Cazenove Capital is a trading name of Schroder & Co. Limited. Registered Office at 1 London Wall Place, London EC2Y 5AU. Registered 2280926 England. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be recorded or monitored.