The Attraction The private bankers at Schroders make no assumptions about their clients. Starting with a blank canvas, they set out to gain a detailed understanding of their needs in order to provide the right financial solutions. The client base is broad-ranging, from established “old” wealth to entrepreneurs who have more recently come into their money. The service offering is broad and flexible enough to answer the needs of this broad client base. Entrepreneurs across Europe are increasingly attracted by the more innovative products and services on offer. Schroders recognises that the needs of private clients change according to life stage and that the emphasis often shifts from growth to wealth preservation. These requirements are carefully measured against risk and mapped out into a personalised approach for each client.
Summary Global business, family approach > Excellent reputation; well-established and highly exclusive brand > Traditional but also innovative and forward-looking > Minimum investment, £1 million investible assets; the average client in London has around £5 million > Careful alignment of bank’s interests with those of clients
SCHRODERS PRIVATE BANK
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