Our services

For two centuries we’ve been helping our clients look forward to a successful future. Wherever they are, and whatever they need, we’re always thinking of ways to deliver beyond expectations.

We have a clarity of purpose that has stood the test of time, focusing entirely on our clients and what matters most to them. 

Just as every client is unique, so is the service we build around them. We invest in creating a complete view of their circumstances, before tailoring our services to meet their evolving needs and ambitions.

Wealth management

We understand the impact your wealth has today and for generations to come. That’s why we work with you to help your investments create the future you want. We listen to you and build our service around your vision.

Family Offices

Your family is unique. It needs a unique set of services to help it reach its full potential.

Charitable investment

We understand that meeting charitable objectives can be challenging. As the largest charity investment manager in the UK, we are the trusted partner of over 1,700 charities and are confident that we can help your charity, whatever your size, purpose and investment objectives.


Empowers advisers to deliver the best outcomes to their clients through every stage of the business lifecycle.

Schroders Personal Wealth

Joint venture between Lloyds Banking Group plc and Schroders plc, providing financial advice to the UK affluent market.

Contact us

To discuss your wealth management requirements, or to find out more about our services, please contact us below.