Schroder Wealth Management (US)

Investment management is conducted by dedicated portfolio managers and analyst teams within Schroders' global investment platform, led by Group Chief Investment Officer Johanna Kyrklund. The US wealth unit implements these strategies through discretionary mandates tailored to individual client objectives, drawing on the same research and asset-allocation resources that serve Schroders' institutional clients worldwide.

The firm relies on Schroders' global investment-research engine, which includes over 350 investment professionals covering public and private markets. For private-assets exposure, it leverages Schroders Capital, which sources direct investments, co-investments, and fund commitments across real estate, infrastructure, private equity, and private debt. This internal sourcing model differentiates it from independent US wealth managers that must negotiate external-manager access.

It operates as a traditional wealth manager — a US-registered investment adviser and wholly owned subsidiary of Schroders plc, a publicly traded UK asset manager. It is not a family office and does not serve a single family. Its client base includes high-net-worth individuals, families, and some institutional investors seeking private-client service levels.

Both. The firm constructs portfolios using Schroders' proprietary funds — including equity, fixed-income, and multi-asset strategies — while also allocating to third-party managers and Schroders Capital private-markets vehicles. Qualified clients access direct co-investment opportunities and closed-end fund commitments through the private-assets platform, depending on suitability and minimums.

Schroders applies a firm-wide exclusion policy that screens out investments in controversial weapons manufacturers and, for certain strategies, companies deriving significant revenue from thermal coal or tobacco. The US wealth unit follows these same exclusion frameworks unless a client specifically instructs otherwise through a bespoke mandate.

It is a direct, wholly owned subsidiary of Schroders plc, the London-listed asset manager. The US entity was established to serve private clients and operates under the group's global brand, compliance infrastructure, and investment platform, but maintains its own SEC registration and local New York-based management team.

The firm selectively pursues co-investments, primarily through Schroders Capital's existing general partner relationships in private equity, infrastructure, and real estate. Co-investments are typically offered to qualified wealth clients as part of broader private-markets allocations, with the parent organization's institutional leverage used to access opportunities that smaller standalone wealth managers cannot source independently.