Schroders Wealth Management

In today’s unpredictable market, agility is key for wealth managers. In a recent interview with Hubbis, Vincent Ee, our Head of Investments, Asia, shared how we leverage deep research, a diversified investment approach, and innovative strategies to navigate uncertainty. Read the full interview here: https://okt.to/bekj6C When investing, your capital is at risk. #WealthManagement #InvestmentStrategy #MarketInsights #AI #Schroders

In the latest episode of our video series: In conversation with Mairi Mickel, Mairi shares her personal experiences navigating her family's business exit. Joined by Michael Magnay, Portfolio Director in the Business Owners Team, and James Gladstone, Head of Wealth Planning, they explore the complex considerations that lead families to sell their business and discusses strategies for successful exit. Watch the full video here: https://okt.to/r5ZtuM When investing, your capital is at risk.

“All investment should rest on deliberate decisions” says Richard Oldfield, Group CEO of Schroders, in a recent article looking at the pros and cons of active and passive investment approaches. Within wealth management, in-depth research and analysis always underpin our investment decisions, whether implemented through actively-managed funds, ETFs or individual stocks and bonds. Read more here: https://okt.to/wAz8e9 When investing, your capital is at risk. #ActiveInvesting #MarketTrends #InvestmentStrategy #FutureGrowth Caspar Rock Grace Lavelle Ahmet Feridun

We’re long-term investors but always keep our clients up to date with our latest thinking on markets and economics. In this month’s ‘Views at a Glance’, Alina Gregory, CFA, Investment Director, discusses how President Trump is reshaping global trade and defence relationships, the market impact and what we’re doing in portfolios. Read the full article here: https://okt.to/TLfn4w Please note, nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. Issued by Schroder Wealth Management (US) Limited, a firm authorised and regulated by the Financial Conduct Authority and registered as an investment adviser with the US Securities and Exchange Commission. #viewsataglance #investmentoutlook

Read our in-depth analyses on the evolving US economy, the impact of proposed tariffs, and the implications of global market dynamics. This month, we explore how an isolationist America could reshape investments and what it means for both consumers and equities. Don’t miss out – subscribe to our monthly insights now! When investing, your capital is at risk.

As more Americans, dubbed "Donald Dashers," look to the UK and beyond for new opportunities, understanding tax implications and investment restrictions is essential. Our wealth management US team stand ready to help. They bring deep expertise in American and international markets, offering tailored solutions to address the unique challenges that overseas Americans face. Learn more about our services and contact us here: https://okt.to/9pcaV2 When investing, your capital is at risk. Martin Heale Janette Saxer Emily Kidd

America's post-election stock market gains have been erased as the Trump administration announced plans to impose tariffs on imports from Canada and Mexico and raise them on Chinese goods. What's next for investors? Our latest analysis explores: ▪ What the highest US import duties since 1930 mean for the economy ▪ The changing global order and the implications for Europe ▪ Where we see opportunity amid the volatility (hint: look beyond the US and the Magnificent 7) Read more here: https://okt.to/BwdHSG When investing, your capital is at risk. Grace Lavelle Ahmet Feridun

In celebration of International Women’s Day this weekend, we hosted The Brilliant Breakfast ‘Change a Girl’s Life’ for The King's Trust in our London office, 1 London Wall to raise awareness and fundraise for this fantastic campaign. The morning began with a wonderful networking breakfast, followed by a panel discussion hosted by Cazenove Capital's Portfolio Director Emily Petersen, who welcomed Annoushka Ducas MBE, founder of The Brilliant Breakfast and Asia Mason, a King’s Trust Young Ambassador. Annoushka spoke about her passion for empowering females and why she formed The Brilliant Breakfast, which is a dedicated campaign to raising funds and empowering women through education, training, and confidence-building. She went on to talk about her career from suddenly having to take over her mother’s business selling fish to London restaurants to launching the jewellery brand Links of London and most recently launching the high-end jewellery designer Annoushka. We also heard from Asia who spoke about the importance of empowering young women from across the UK and the impact the initiative has made to her life and her journey to becoming a mid-wife.

Introducing our new video series: In conversation with Mairi Mickel, fourth generation owner of a family business owner and adviser to business-owning families. In the first episode, Mairi talks with Samuel Bosanquet of Schroders Family Office Service about succession. Listen to them unpack the intricate art of transitioning leadership in family enterprises. Mairi suggests that family, ownership and business should be thought of as three nested circles, and business owners need to carefully understand the dynamics in each as they approach succession. Watch the full video here: https://okt.to/qKRcWi When investing your capital is at risk.

The Schroders Wealth Management US team had a fascinating time at the International Bar Association's 30th Annual International Private Client Tax Conference, which centred on transforming (un)expected challenges into opportunities for the future. Key topics included 'The evolving landscape of tax-free regimes', 'Reflections on 30 years of private client planning' and 'Managing digital assets before and after death'. As the headline sponsor, we were delighted to contribute to these important discussions alongside the IBA Private Client Tax Committee and the IBA Family Law Committee. We look forward to more opportunities to drive progress in the wealth management sector. #InternationalPrivateClientTaxConference #TaxPlanning #WealthManagement #PrivateClientAdvisory Martin Heale Janette Saxer Emily Kidd