Overview
Assets Under Management: $790 million
High-Net-Worth Clients: 208
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 208
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 179
Discretionary Accounts: 167
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 289151
Last Filing Date: 2024-03-28 00:00:00
Website: https://schroders.com