The service integrates directly into Schroders’ existing investment and family office capabilities. According to James Gladstone, head of wealth planning and advisory, the offering addresses the increasing sophistication of client needs across multiple jurisdictions and asset classes. To support this, the group has appointed veteran advisors Jonathan Brownlow and Ryan Thysse in London, with additional teams slated for Singapore and Switzerland later this year.
Schroders Targets Ultra-Wealthy Clients With New Global Advisory Service
Schroders Wealth Management has debuted a global advisory service tailored for ultra-high-net-worth individuals, marking a pivot toward complex, cross-border financial planning. The platform, which went live in the UK and Switzerland yesterday, aims to streamline intergenerational wealth transfer and tax-efficient structuring for the firm’s most affluent global clients.
This expansion aligns with a broader corporate restructuring. Earlier this week, Schroders announced the sale of its UK-based financial advice business, Benchmark, to the Swedish firm Söderberg & Partners. This divestment serves the group’s March 2025 mandate to simplify its operations. The strategic shift occurs against the backdrop of an impending acquisition of Schroders itself by Nuveen, the $1.4 trillion US asset manager owned by TIAA. That transaction remains subject to regulatory approval and is expected to close in the fourth quarter of 2026.
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