A complete list of active advisors currently associated with Schroder Wealth Management (US) Limited

Warmer can help you find a great advisor at Schroder Wealth Management (US) Limited or one who fits your needs even better.

Schroder Wealth Management (US) Limited provides discretionary portfolio management and non‑discretionary investment advice to clients with U.S. connections, including U.S. residents, U.S. taxpayers living abroad, high‑net‑worth individuals and their related entities such as trusts, charitable foundations and retirement plans. The firm reports managing approximately £1.04 billion (about $1.4 billion) in client assets and implements bespoke Investment Mandates tailored to each client’s objectives and risk tolerance. The firm’s investment approach is governed by an Investment Committee that sets a top‑down, business‑cycle driven asset allocation and draws on research and multi‑asset capabilities across the Schroders Group; portfolio construction combines in‑house views with a disciplined selection of third‑party managers and passive funds. Schroder Wealth Management offers a range of model strategies from cash preservation to aggressive growth, including a dedicated sustainable portfolio that screens holdings against Schroders’ sustainability criteria and targets sustainability outcomes tied to UN Sustainable Development Goals. What distinguishes the firm from many U.S. RIAs is its role as a non‑U.S. subsidiary within a global, listed asset manager and its operational links to a regulated banking affiliate in the Schroders Group, with shared research resources and governance arrangements intended to manage related‑party conflicts. The firm also emphasizes cross‑border servicing — relying on a small number of external custodians (it does not hold custody itself), serving institutional‑style clients such as foundations and retirement plans, and subjecting its fee calculations and controls to annual audit and internal compliance oversight.

To learn more about the advisors currently working at Schroder Wealth Management (US) Limited, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.