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
885
Turnover
£100.62M
Total Assets
£84.4M
Cash in Bank
£45.42M
Total Liabilities
-£32.2M
Teams
642
274
247
108
87
44
15
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
Independent Non-executive Director • Joined Nov 2024
Independent Non-executive Director
Head Of Manager Research • Joined May 2020
Principal Business Analyst • Joined Jan 2024
Deputy Chief Investment Officer • Joined Oct 2023
Chief Risk Officer (CRO) • Joined Jul 2024
Risk Manager • Joined Nov 2020
Wealth Manager • Joined Mar 2021
Tax Manager • Joined Nov 2021
Wealth Manager • Joined Jul 2019
Finance Manager • Joined Jan 2022
Finance Director • Joined Jan 2025
Manager Research Analyst • Joined Jan 2020
Personal Wealth Manager • Joined Jun 2019
Personal Wealth Support Associate • Joined Jan 2023
Personal Wealth Support Associate • Joined Jun 2022
Personal Wealth Support Associate • Joined Nov 2021
Personal Wealth Support Associate • Joined Mar 2023
Personal Wealth Support Associate • Joined Nov 2022
Personal Wealth Support Associate • Joined Mar 2023
Personal Wealth Support Associate • Joined Oct 2022
Personal Wealth Support Associate • Joined Jun 2022
Personal Wealth Support Associate • Joined Jan 2023
Chief Executive Officer • Joined Sep 2020
Head Of Manager Research • Joined May 2020
Chief People Officer • Joined Sep 2022
Chief Of Staff • Joined Jul 2022
Deputy Chief Investment Officer • Joined Oct 2023
Chief Information Security Officer (CISO) • Joined May 2022
Salesforce Lead Developer • Joined Oct 2022
Lead SmartCOMM Developer • Joined Feb 2024
Lead Salesforce Developer • Joined Jan 2023
Lead Salesforce Developer • Joined Mar 2024
Principal Business Analyst • Joined Jan 2024
Human Resources Business Partner
Agile Delivery Lead • Joined Jan 2021
Manager Research Analyst • Joined Jan 2020
Head Of Transformation • Joined Nov 2023
Financial Planning Director • Joined Jan 2022
Financial Planning Director • Joined Jan 2022
Financial Planning Director • Joined Jan 2022
Financial Planning Director • Joined Jan 2023
Financial Planning Director • Joined Jan 2022
Chief Client Officer • Joined May 2022
Adviser Development Manager • Joined Jun 2019
Adviser Development Manager • Joined Aug 2022
Adviser Development Manager • Joined Nov 2021
Platform Services Manager • Joined Dec 2023
Adviser Development Manager • Joined Oct 2021
Platform Services Manager • Joined Jan 2024
Client Services Director • Joined Oct 2024
Head Of Client Support • Joined Mar 2021
Head Of Fund Services • Joined Nov 2019
Executive Assistant To The CEO • Joined Jan 2023
Executive Assistant • Joined Mar 2019
Executive Assistant • Joined Jan 2023
Data Delivery Lead • Joined Jan 2023
Regional Director • Joined May 2020
Senior Product Manager • Joined Jun 2019
Change And Release Manager • Joined Sep 2021
Operations Associate • Joined Feb 2023
Operations Associate • Joined Apr 2023
Senior Salesforce Administrator • Joined Sep 2023
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