Schroders is an investment manager with broad expertise across public and private markets, investing on behalf of savers and investors globally.

As an investment manager we make decisions every day on behalf of savers and investors around the world. They depend on our broad investment expertise, across private and public markets to manage: £737.5 billion (€831.3 billion/$887.2 billion)* of wealth and investments. We help them achieve their long-term financial goals – and make a positive impact in the world.

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Articles & Research

7 February 2024

Using Your Investment Philosophy to attract new clients

Growing their business is one of the main focuses for many financial advisors and, as with any business, effective marketing is critical.…

Sophie Metcalfe
Account Manager at Schroders

6 February 2024

Adapting a singular investment philosophy to diverse client needs

Your investment philosophy is like a ‘north star’, a reference point for the investment decisions you make on behalf of your clients.…

Sophie Metcalfe
Account Manager at Schroders

11 August 2023

Aligning Your Investment Philosophy with Client Needs

Building a well-structured investment portfolio is crucial for achieving long-term financial success. However, different client demographics have unique…

Sophie Metcalfe
Account Manager at Schroders

Articles & Research

A special production

From Adviser to Philosopher

How to unearth, enunciate and implement an Investment Philosophy in your Advice Practice.

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