Schroders Personal Wealth
Schroders Personal Wealth offers financial planning solutions that include retirement planning, investment management, tax optimisation strategies, and estate planning.
- Estate planning
- Retirement planning
- Investment management
- Tax optimisation strategies
Locations
Digital Popularity
Competitors
Partners Wealth Management is a financial planning and investment advisory firm that focuses on building enduring relationships based on trust.
Apropos Wealth Management is dedicated to guiding clients towards a stable financial future through personalised service and advanced financial modelling.
Heron House provides financial planning and wealth management services to private individuals, families, businesses, entrepreneurs, and trustees.
Magus Wealth is a boutique financial planning firm dedicated to shaping clients' futures around their personal goals.
Company Details
Schroders Personal Wealth is operated by Scottish Widows Schroder Personal Wealth Limited and is a Active company incorporated on 11 December 2018 with the registered office located in London, City of London. Scottish Widows Schroder Personal Wealth Limited was registered 6 years ago.
Status
Active
Size
Large
Directors
6
Age
6 years old
Employees
814
Turnover
£121.27M
Total Assets
£103M
Cash in Bank
£60.96M
Total Liabilities
-£39.34M
Teams
642
370
274
87
62
51
12
Executive Business Manager - CEO Office • Joined Sep 2022
Chief Executive Officer • Joined Sep 2020
Executive Assistant To The CEO • Joined Jan 2023
Product Owner • Joined Jun 2022
Non Executive Director • Joined Mar 2023
Principal Business Analyst • Joined Jan 2024
Principal Salesforce Engineer • Joined Jan 2023
Head Of Manager Research • Joined May 2020
Independent Non-executive Director
Independent Non-executive Director • Joined Nov 2024
Chief Executive Officer • Joined Sep 2020
Executive Assistant To The CEO • Joined Jan 2023
Product Owner • Joined Jun 2022
Non Executive Director • Joined Mar 2023
Principal Business Analyst • Joined Jan 2024
Head Of Manager Research • Joined May 2020
Independent Non-executive Director
Independent Non-executive Director • Joined Nov 2024
Chief Client Officer • Joined May 2022
Chief Marketing Officer • Joined Jan 2022
Personal Wealth Manager • Joined Jun 2019
Personal Wealth Support Associate • Joined Jun 2022
Personal Wealth Support Associate • Joined Jan 2023
Personal Wealth Support Associate • Joined Mar 2023
Personal Wealth Support Associate • Joined Sep 2022
Personal Wealth Support Associate • Joined Oct 2022
Personal Wealth Support Associate • Joined Jan 2023
Personal Wealth Support Associate • Joined Mar 2023
Personal Wealth Support Associate • Joined Jun 2022
Personal Wealth Support Associate • Joined Jun 2022
Principal Business Analyst • Joined Jan 2024
Deputy Chief Investment Officer • Joined Oct 2023
Chief Risk Officer (CRO) • Joined Jul 2024
Tax Manager • Joined Nov 2021
Wealth Manager • Joined Mar 2021
Finance Manager • Joined Jan 2022
Risk Manager • Joined Nov 2020
Wealth Manager • Joined Jul 2019
Finance Director • Joined Jan 2025
Manager Research Analyst • Joined Jan 2020
Product Owner • Joined Jun 2022
DevOps Lead • Joined Jul 2024
Lead SmartCOMM Developer • Joined Feb 2024
Lead Salesforce Developer • Joined Mar 2024
Salesforce Lead Developer • Joined Oct 2022
Lead Salesforce Developer • Joined Jan 2023
Chief Information Security Officer (CISO) • Joined May 2022
Lead Business Analyst • Joined May 2020
Lead Business Analyst • Joined Apr 2020
Lead DevOps Engineer • Joined Sep 2022
Personal Wealth Manager • Joined Jun 2019
Head Of Client Support • Joined Dec 2021
Head Of Client Support • Joined Mar 2021
Support Associate • Joined Mar 2023
Client Services Associate • Joined Jul 2021
Advice Support Associate • Joined Jun 2019
Client Services Associate • Joined Feb 2025
Client Services Associate • Joined Dec 2022
Client Services Associate • Joined Dec 2020
Workplace Support Analyst • Joined Jul 2023
Executive Assistant • Joined Mar 2019
Executive Assistant • Joined Jan 2023
Human Resources Administrator • Joined Jan 2024
Client Engagement Associate • Joined May 2022
Client Engagement Associate • Joined May 2021
Customer Service Analyst • Joined Mar 2022
Client Support Analyst • Joined May 2024
Client Support Analyst • Joined Sep 2022
Human Resources Assistant
Client Services • Joined Mar 2024
View 642 members