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Schroder Wealth Management (US)
Schroder Wealth Management (US) Limited operates as the American private-client arm of Schroders plc, the publicly traded UK asset manager tracing its...
Schroder Wealth Management (US)
Schroder Wealth Management (US) Limited operates as the American private-client arm of Schroders plc, the publicly traded UK asset manager tracing its origins to 1804. The US entity registered with the Securities and Exchange Commission in 2009 and maintains its principal office in New York. Its parent, Schroders, reported approximately £750 billion in assets under management and administration across institutional, intermediary, and private-wealth channels as of 2024. The US wealth practice delivers discretionary portfolio management, advisory solutions, and multi-asset strategies to high-net-worth individuals and families. Its investment approach draws on Schroders' global research platform, which spans equity, fixed income, private assets, and alternatives. The firm favors in-house managed strategies — including its global equity, multi-asset income, and private-equity vehicles — while providing access to third-party managers for specialist exposures. Allocation preferences emphasize publicly traded securities, with growing appetite for private markets co-investment structures. Geographic exposure extends across developed markets in North America, Europe, and Asia-Pacific. The US business operates under Peter Harrison's group leadership, alongside a dedicated US wealth management team based in New York. Schroders maintains additional North American institutional offices in cities including Boston, Chicago, and San Francisco. The wider group also operates Schroders Capital, a private-assets division with over $90 billion in commitments across real estate, infrastructure, private equity, and private debt, accessible to qualified wealth clients through feeder structures. In early 2025, Schroders appointed Richard Oldfield as CFO designate, signaling refreshed executive oversight across all business lines including wealth. Schroders Wealth Management (US) sits at the intersection of a publicly listed parent and a boutique wealth-management mandate — an unusual structure among US private-client firms, where independence or bank ownership is more common. The platform benefits from the parent's capital base and global manager-research infrastructure while competing for advisor talent and client relationships in a fragmented US market. Its SEC registration as a standalone limited-purpose entity, rather than an RIA subsidiary of an operating company, reflects a deliberate regulatory architecture optimized for cross-border wealth flows and institutional-grade compliance standards.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Peter Harrison
Group Chief Executive
Sector focus
Frequently asked questions
Who runs investment decisions at 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.
How does Schroder Wealth Management (US) source proprietary deal flow?
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.
Is Schroder Wealth Management (US) structured as a single family office or a traditional wealth manager?
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.
Does Schroder Wealth Management (US) participate in fund commitments or only direct deals?
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.
Which sectors does Schroder Wealth Management (US) explicitly avoid?
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.
How is Schroder Wealth Management (US) related to Schroders plc?
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.
What is Schroder Wealth Management (US)'s known posture on co-investments alongside external GPs?
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.
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