About Schroders Personal Wealth
Schroders Personal Wealth is a company based in London (United Kingdom) founded in 2019. It operates as a B2C, and Advisory Services. Schroders Personal Wealth offers products and services including Financial Planning and Wealth Management. Schroders Personal Wealth operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Foster Denovo, Fidelius, Manchester Capital Management and Aspire Family Office, among others.
- Headquarter London, United Kingdom
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Sectors
Business ServicesFinancial Services
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Email
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Phone
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Website
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Social
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- Legal Name Scottish Widows Schroder Personal Wealth Limited
- Date of Incorporation 11 Dec, 2018
- Jurisdiction LONDON, UNITED KINGDOM
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Annual Revenue
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Employee Count
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Products & Services of Schroders Personal Wealth
Schroders Personal Wealth offers a comprehensive portfolio of products and services, including Financial Planning and Wealth Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers personalized plans for achieving financial goals
Manages savings and investments for long-term growth
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Personal Team
51 people
Finance and Accounting
24 people
Head Team
9 people
Leadership Team
7 people
Software Development Team
6 people
Legal and Compliance
6 people
Senior Team
6 people
Human Resources and Administration
5 people
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Funding Insights of Schroders Personal Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investments & Acquisitions by Schroders Personal Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Schroders Personal Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Schroders Personal Wealth Comparisons
Competitors of Schroders Personal Wealth
Schroders Personal Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Stonehage Fleming Family & Partners, Foster Denovo, Fidelius, Manchester Capital Management and Aspire Family Office, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Multi-family office services are provided to high-net-worth clients.
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Financial planning and advisory services are provided to clients.
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Provider of wealth management services
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| domain | founded_year | HQ Location |
Multi-family office services are provided for wealth management.
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| domain | founded_year | HQ Location |
Provides wealth management, off-market investments, and financial planning for high-net-worth clients.
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| domain | founded_year | HQ Location |
Wealth management and financial advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Schroders Personal Wealth
Frequently Asked Questions about Schroders Personal Wealth
When was Schroders Personal Wealth founded?
Schroders Personal Wealth was founded in 2019.
Where is Schroders Personal Wealth located?
Schroders Personal Wealth is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
What does Schroders Personal Wealth do?
Schroders Personal Wealth, part of Scottish Widows, delivers personalized financial planning and wealth management through advisers across the UK. They assist clients with retirement, protection, saving, investing, and estate planning. Based in London, the company focuses on helping individuals and families achieve long-term financial goals via tailored strategies and support teams. Services include free initial consultations and ongoing advice to ensure financial security.
Who are the top competitors of Schroders Personal Wealth?
Schroders Personal Wealth's top competitors include Stonehage Fleming Family & Partners, Foster Denovo and Fidelius.
What products or services does Schroders Personal Wealth offer?
Schroders Personal Wealth offers Financial Planning and Wealth Management.