Schroders Personal Wealth

London, United Kingdom Founded: 2019 • Age: 7 yrs
Provides financial advice, retirement planning, and investment services for individuals.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 9 Brand Intelligence

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
  • Sectors
    Business Services
    Financial Services
  • 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
Operational Areas
Business Services → Financial, Accounting & Compliance Services Unlock Sub-Sector Unlock Segment
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
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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.

Product name locked
Category locked
Primary

Offers personalized plans for achieving financial goals

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Manages savings and investments for long-term growth

People of Schroders Personal Wealth

Headcount 500-1000
Employee Profiles 147
Employee Profiles
People
Kayla White
Tax Analyst
People
Marvin Boakye
Personal Wealth Adviser
People
Bonnie Stevens Dippfs
Personal Wealth Adviser
People
James Tout Dippfs
Personal Wealth Adviser

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Funding Insights of Schroders Personal Wealth

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Detailed funding history for Schroders Personal Wealth

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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Investments & Acquisitions by Schroders Personal Wealth

Investments
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Investment portfolio details for Schroders Personal Wealth

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Financial Statements - Schroders Personal Wealth

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Detailed financials for Schroders Personal Wealth

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Schroders Personal Wealth Comparisons

Schroders Personal Wealth Primary company
Description
Provides financial advice, retirement planning, and investme...
Location
London, United Kingdom
Founded Year
2019
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Schroders Personal Wealth

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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.

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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Multi-family office services are provided for wealth management.
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Provides wealth management, off-market investments, and financial planning for high-net-worth clients.
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Wealth management and financial advisory services are provided to clients.
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Detailed competitors of Schroders Personal Wealth

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Latest news on Schroders Personal Wealth

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Complete news archive for Schroders Personal Wealth

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Frequently Asked Questions about Schroders Personal Wealth

Schroders Personal Wealth was founded in 2019.

Schroders Personal Wealth is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

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.

Schroders Personal Wealth's top competitors include Stonehage Fleming Family & Partners, Foster Denovo and Fidelius.

Schroders Personal Wealth offers Financial Planning and Wealth Management.

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