Janette Saxer is a financial advisor at Schroder Wealth Management (US) Limited with 16 years of industry experience. She holds a Series 65 designation and previously worked for 15 years at Royal Bank of Canada Investment Management (USA) Ltd/RBC. Schroder Wealth Management (US) Limited is a London-based SEC-registered investment adviser serving primarily high-net-worth US-connected clients, including entrepreneurs, corporate directors, trusts, charitable foundations, and retirement plans. The firm employs a top-down, business-cycle asset-allocation framework managed by an in-house Investment Committee and offers tailored portfolios through a combination of Schroders’ research and selected third-party managers.

Leshek Farthing is a CFP® and Series 66 credentialed advisor with six years of experience at Kinloch Capital, LLC and additional experience at Pruco Securities LLC. He currently works at Schroder Wealth Management (US) Limited, a London-based firm focused on serving high-net-worth US-connected clients, including entrepreneurs, corporate directors, trusts, charitable foundations, and retirement plans. Schroder Wealth Management provides discretionary and non-discretionary portfolio management and investment advice, employing a top-down, business-cycle asset allocation framework supported by Schroders’ research and selected third-party managers. The firm primarily serves US residents attracted to London as a global wealth center and US persons living abroad, managing substantial assets with a compact advisory team.

Michael Greenwood is a financial advisor at Schroder Wealth Management (US) Limited with 13 years of industry experience. He holds a Series 65 designation and previously worked at Royal Bank of Canada from 2009 to 2017. Schroder Wealth Management (US) Limited is a London-based, SEC-registered investment adviser serving primarily high-net-worth US-connected clients. The firm employs a top-down, business-cycle asset-allocation framework and offers tailored portfolios supported by Schroders plc research and selected third-party managers.

Emily Kidd is a financial advisor at Schroder Wealth Management (US) Limited with five years of industry experience. She holds a Series 65 designation and previously worked at JP Morgan, the University of Chicago, and Accenture. Schroder Wealth Management (US) Limited is a London-based, SEC-registered investment adviser serving high-net-worth US-connected clients. The firm employs a top-down, business-cycle asset allocation framework and offers tailored portfolios, focusing on US residents attracted to London as a global wealth center and US persons living abroad.

Martin Heale is a financial advisor at Schroder Wealth Management (US) Limited with 14 years of industry experience. He holds a Series 65 designation and has worked at RBC since 2011. Schroder Wealth Management (US) Limited is a London-based, SEC-registered investment adviser serving primarily high-net-worth US-connected clients. The firm uses a top-down, business-cycle asset-allocation approach and combines Schroders’ research with selected third-party managers to offer tailored portfolios and specialist mandates.