Schroders Switzerland

Investment decisions globally are led by Group Chief Executive Peter Harrison, with regional discretion given to heads of the Swiss entity, such as Johannes Goetz. The firm's investment committee oversees strategy, while portfolio managers execute within Schroders' centralized research framework.

Schroders sources private asset deals through its global platform with dedicated teams in private equity, real estate, infrastructure, and private credit. The Swiss entity likely leverages the group's scale to access originate-to-own strategies and co-investments, though public detail on specific Swiss-facing initiatives is limited.

Schroders is a publicly listed asset manager on the London Stock Exchange, not a family office. However, the Schroder family maintains significant ownership and board control, giving the firm a long-term, stable governance structure more akin to a family-controlled entity.

Schroders Switzerland manages assets via funds and separate mandates across public markets and alternatives. For private assets, the firm may act as both a fund investor and co-investor through its private asset funds, though direct deal-level data for Switzerland specifically is not publicly disclosed.

Schroders targets a range of stages in private assets, including core and value-add real estate, infrastructure greenfield and brownfield, private equity growth capital, and direct lending. The firm's private credit arm focuses on senior secured and mezzanine strategies, consistent with its global approach.

Schroders does not publicly maintain a list of explicitly excluded sectors for its mainstream strategies, though it applies ESG screening and excludes certain industries for specific mandates. Tobacco and controversial weapons are typical exclusions in its sustainable range, but the firm invests broadly across sectors.

Schroders Switzerland is a wholly owned subsidiary of Schroders plc, the London-listed asset management group. It operates as a regulated entity under Swiss law, distributing and managing assets for Swiss and European clients while being fully integrated into the firm's global investment platform and research.