Schroders Wealth Management
Schroders Wealth Management is a financial services company based in London, England. They specialize in fund management and investment services, providing clients with expert advice and support to help them achieve their financial goals. With a strong reputation for excellence in the industry, Schroders Wealth Management is committed to delivering the highest quality services to their clients.
Introduction to Schroders Wealth Management
Schroders Wealth Management is a financial services company that specializes in investment and fund management. Founded in 1804, the company has a long history of success and is known for its expertise in the industry. What makes Schroders Wealth Management unique is their personalized approach to wealth management, where they tailor their services to meet the specific needs of each client.Services & products
Schroders Wealth Management offers a variety of investment services, including portfolio management, retirement planning, and tax-efficient investing. They also provide access to a range of funds, including multi-asset funds, equity funds, and fixed income funds. Clients can work with their team of experts to create a customized investment plan that aligns with their goals and risk tolerance.Location
Schroders Wealth Management is located in the heart of London, in the Barbican area. The surrounding area is known for its bustling business district, with many financial services companies located nearby. Customers can expect to experience a fast-paced and dynamic environment when visiting the office. The closest public transportation options are Barbican Station (0.2 miles), Moorgate Station (0.3 miles), and Liverpool Street Station (0.6 miles).Benefits
Customers should choose Schroders Wealth Management because of their expertise in the industry and their personalized approach to wealth management. Their team of experts has a deep understanding of the market and can help clients make informed investment decisions. Additionally, their customized approach ensures that clients receive a tailored investment plan that aligns with their specific goals and risk tolerance.Good to know
Customers should be aware that Schroders Wealth Management is a high-end financial services company, and their services may not be suitable for all investors. It's important to carefully consider your financial goals and risk tolerance before investing with them.Reviews
Customers have had positive experiences with Schroders Wealth Management, praising their personalized approach and expertise in the industry. Many customers appreciate the customized investment plans that are tailored to their individual needs.FAQ
What is your minimum investment amount?
Our minimum investment amount varies depending on the specific investment strategy and product. However, we work with a wide range of clients and investment amounts, and we strive to find solutions that fit within each client's unique financial situation.Can you provide examples of past performance for your investment portfolios?
Yes, we can provide examples of past performance for our investment portfolios. We believe in transparency and we regularly publish our performance figures on our website. Additionally, our investment professionals are always available to discuss performance and answer any questions clients may have.What types of funds do you specialize in managing?
We specialize in managing a wide range of funds, including equity, fixed income, multi-asset, and alternative investment funds. Our investment professionals have extensive experience and expertise in these areas, and we work closely with clients to develop customized investment solutions that meet their specific needs and objectives.How do you ensure the security and confidentiality of my investments?
At Schroders Wealth Management, we take the security and confidentiality of our clients' investments very seriously. We employ a range of physical, technical, and procedural safeguards to ensure that client information and assets are protected at all times. Additionally, all of our employees are required to adhere to strict confidentiality and data protection policies.Can you provide references from current or past clients who have used your fund management services?
We respect the privacy of our clients and do not disclose their identities or personal information without their explicit consent. However, we are happy to provide references from current and past clients who have used our fund management services, as long as the clients have given us permission to do so. Clients can also find reviews and testimonials from other clients on our website.Reviews
-
Jon Mullin
29-04-2023
-
colin rw
Provides excellent advice and services
29-11-2022
-
sasha taylor
Company was fine, but a horrible experience with the ground floor receptionist. Not even a hello was given, sassy attitude, and overall unwillingness to understand a simple request.
29-11-2022
-
Alex Kondori
29-09-2022
-
James Ridout
29-09-2022
-
Luciana Ames
29-09-2022
-
Josephine Kinnah
29-05-2022
-
Marco Antonio DelaRosa
Nice view
29-05-2022
-
Mughees Asif
29-05-2020
-
Janine Pressley
Beautiful building
29-05-2020
