Janette Saxer is a financial advisor at Schroder Wealth Management (US) Limited with 17 years of industry experience. She holds a Series 65 designation and worked at Royal Bank of Canada Investment Management (USA) Ltd for 15 years from 2002 to 2017. Schroder Wealth Management (US) Limited provides discretionary portfolio management and non-discretionary investment advice to clients with U.S. connections, including high-net-worth individuals and related entities. The firm manages approximately £1.04 billion in client assets and employs a business-cycle driven asset allocation combined with a mix of in-house research, third-party managers, and passive funds, offering a range of model strategies including a sustainable portfolio aligned with UN Sustainable Development Goals.

Leshek Farthing is a financial advisor at Schroder Wealth Management (US) Limited with five years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Kinloch Capital, LLC and Pruco Securities LLC, as well as earlier experience at Longwood University. Schroder Wealth Management (US) Limited provides discretionary portfolio management and investment advice to U.S.-connected clients, including high-net-worth individuals, trusts, and charitable foundations. The firm employs a top-down, business-cycle driven asset allocation strategy governed by an Investment Committee and combines in-house research with third-party managers and passive funds, offering model strategies that range from cash preservation to aggressive growth.

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.