CRD: 289151
Schroder Wealth Management (US) Limited
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- Custodian
- Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2017
- Office Locations
- 1
Office Locations
About Schroder Wealth Management (US) Limited
Schroder Wealth Management (US) Limited serves high-net-worth individuals and families, plus intermediaries and institutions, with investment management and broader wealth planning. The team specializes in supporting Americans living in the US and UK, including cross-border tax planning/reporting and philanthropy, delivered holistically or alongside existing advisers. Portfolios are often implemented via ETFs alongside private funds and fixed income. Minimums: £1m discretionary; £20m advisory (or equivalent).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOMINIC PETER CORTI EMMERSON
--
- CRD
- --
- Ownership
- Less than 5%
Toby James Glover
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Leshek Julian Farthing
--
- CRD
- #7195491
MICHAEL GEOFFREY GREENWOOD
Director
- CRD
- #6132751
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,115,295,546 | $4,240,667 |
| Non-Discretionary | $287,301,616 | $31,922,402 |
| Total | $1,402,597,162 | $5,156,607 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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