Schroders

What Schroders does

Schroders is a London-headquartered, publicly-listed global asset manager founded in 1804, operating across 38 office locations and serving institutional investors, wealth managers, family offices, financial advisers and high net worth individuals. The firm offers a diversified product platform spanning equities, fixed income, multi-asset, emerging markets, sustainable investing and private markets, with $112 billion in private markets AUM managed through Schroders Capital and a $42.8 billion Global Sustainability and Impact Product range. Wealth management is delivered through the Cazenove Capital brand in the UK and Schroders Wealth Management internationally, supported by the Benchmark adviser platform.

Schroders generates revenue primarily through management and performance fees on assets under management, with AUM of £814.4 billion as of Q1 2026. Distribution is executed via direct institutional sales teams, intermediary platforms and brand-specific wealth management channels, including a recent partnership embedding Schroders active equity into Vanguard's BlendedLife Dynamic model portfolio service. The firm's proprietary technology stack includes AI-powered GP screening tools within Schroders Capital, a Model Context Protocol integration linking proprietary data to large language models, and the SustainEx sustainability scoring framework that covers 91% of in-scope funds.

In February 2026, Nuveen (a TIAA subsidiary) agreed to acquire Schroders for £9.9 billion (~$13.4-13.5 billion), creating a combined entity managing approximately $2.5 trillion in AUM. Shareholders approved the deal in April 2026, expected to close in H2 2026. In parallel, Schroders has divested non-core geographies (Indonesia to Manulife, China fund business to Neuberger Berman) while expanding its AI capabilities and infrastructure verticals including biomethane and data-center-linked assets through Schroders Greencoat.

Name

Schroders

Legal name

Schroder Investment Management Limited

Website

https://schroders.com

Company type

Public

Founded year

1804

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Schroders is a London-headquartered global asset manager founded in 1804, offering active investment strategies across equities, fixed income, private markets and wealth management to institutional and intermediary clients across 38 countries, with £814.4 billion in AUM as of Q1 2026.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Private Client/High-Net-Worth Advisory (FSAEAAAN), Private Markets Fund of Funds (PE / VC / Private Credit FoF) (FSAHAKAF)

Keywords

• Asset management services
• Investment management solutions
• Private markets investing
• Wealth management advisory
• Sustainable investment strategies

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices39 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Schroders earns management fees based on assets under management (AUM) across its range of investment strategies including equities, fixed income, multi-asset, emerging markets, and sustainable investing. Fees are calculated as a percentage of AUM and represent the primary revenue stream.
2. Performance Fees: Some investment strategies generate performance fees when returns exceed specified benchmarks or hurdles, providing upside exposure to investment success.
3. Private Markets Management: Schroders Capital manages $112 billion in private markets including private equity, infrastructure, real estate, and alternative credit, generating fee income from institutional and qualified investor mandates.
4. Wealth Management Services: Cazenove Capital and Schroders Wealth Management generate fee income from providing comprehensive wealth management services to high net worth clients, family offices, and financial advisers.

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

Schroders delivers active asset management and advisory services across equities, fixed income, multi-asset, emerging markets, sustainable investing, and private markets strategies to institutional investors, wealth managers, financial advisers, and individuals. Through its divisions it manages public-market mutual funds and investment trusts, the $112B AUM Schroders Capital private markets business (private equity, infrastructure, real estate, private credit), wealth management for high net worth clients under the Cazenove Capital and Schroders Wealth Management brands, adviser tools under the Benchmark brand, and renewable energy investments through Schroders Greencoat. Revenue is earned primarily through management fees on £814.4 billion of Group AUM, supplemented by performance fees and wealth management service fees.

Product overview

Schroders operates as a diversified asset management platform with multiple divisions: the core Schroders Asset Management division offering equities, fixed income, multi-asset, and emerging markets strategies; Schroders Capital ($112 billion AUM private markets division covering private equity, private credit, infrastructure, and real estate); Schroders Wealth Management (including Cazenove Capital for UK high net worth clients); Benchmark (adviser tools); and Schroders Greencoat (renewable energy investments). The product portfolio includes actively managed investment funds across fixed income (Schroder Sterling Corporate Bond, Schroder High Yield Opportunities), equities (Schroder UK Mid Cap, Schroder Global Recovery), and specialist trusts (International Biotechnology Trust, Schroder Income Growth Fund). The firm emphasizes its Active Edge combining rigorous research, innovative thinking, and proprietary technology including AI tools for investment analysis.

Differentiator

Problem solved

Functional benefit

Brands

• Schroders Capital: Private markets division providing access to broad range of private asset investment opportunities with $112 billion AUM
• Schroders Wealth Management
• Cazenove Capital
• Benchmark

Products and services

• Schroders Asset Management Schroders' main asset management platform offering equities, fixed income, multi-asset, emerging markets, and sustainable investing strategies with an active management approach for institutional and individual clients.
• Schroders Capital Schroders Capital is the private markets division managing $112 billion AUM, providing access to private equity, private credit, infrastructure, real estate, and other alternative asset classes for qualified institutional investors.
• Schroders Wealth Management (incl. Cazenove Capital and Benchmark) Comprehensive wealth management service providing investment management, portfolio construction, and financial advice to high net worth clients, family offices, charities, and financial advisers across the UK and internationally through the Cazenove Capital and Benchmark brands.
• Schroders Greencoat Schroders Greencoat is the renewable-energy investment arm focused on data center-linked assets, biomethane, wind, solar, and other clean energy infrastructure investments as AI drives electricity demand.
• Schroder Sterling Corporate Bond Fund A UK-focused sterling corporate bond fund within Schroders' fixed income range offering exposure to investment-grade UK corporate debt for institutional and advised retail clients.
• Schroder High Yield Opportunities A high yield bond fund within Schroders' fixed income range offering exposure to below-investment-grade fixed income securities.
• Schroder UK Mid Cap Fund UK mid-cap equity fund focusing on undervalued FTSE 250 companies, providing access to UK domestic mid-cap exposure.
• Schroder Global Recovery Fund Global recovery-focused equity fund managed by Simon Adler, head of Schroders' value team, pursuing undervalued companies globally.
• International Biotechnology Trust (IBT) An investment trust that invests in biotech companies with clinically de-risked assets, targeting a 4% of NAV annual dividend distribution, co-managed by Ailsa Craig and Marek Poszepczynski with 30 years of combined management experience.
• Schroder Income Growth Fund Income-focused investment trust investing in UK companies with growing dividends, with a track record of consistently raising dividends.
• Schroders Capital AI Investment Tools (Long/Short List GP Screening) Proprietary AI investment tools developed by Schroders Capital for use in private equity and private markets decision-making, including the Long/Short List GP screening tool that screens approximately 1,000 US and European buyout managers for historical outperformance patterns.

Quantifiable outcome

• 91% of in-scope funds score better than benchmark on SustainEx sustainability measure
• +4 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature5 records

Partnerships

Six partnerships are on record, tiered core, minor and strategic.

• Neuberger BermancoreStrategic or Co-development Partner · 18 May 2026Schroders agreed to transfer its wholly-owned Chinese fund management business to Neuberger Berman, making it the first foreign manager to exit after establishing operations in China. The China unit managed 1.7 billion yuan ($249.89m) in mutual fund assets as of end of March 2026.
• Future Growth Capital (Standard Life and Schroders)minorStrategic or Co-development Partner · 22 March 2026Future Growth Capital, a private markets solutions business formed by Standard Life and Schroders, provided a £20 million senior loan to nLighten for UK edge data centre development alongside an £85 million facility led by Rivage Investment.
• VanguardstrategicChannel Partner/ Reseller/ Distributor · 24 February 2026Vanguard partnered with Schroders to include Schroders among active equity component providers in BlendedLife Dynamic model portfolio service for UK-based financial advisers. The partnership also includes Wellington, Lazard, MFS Meridian, Pzena, and Jennison.
• Wellington ManagementstrategicChannel Partner/ Reseller/ Distributor · 24 February 2026Wellington handles asset allocation in Vanguard's BlendedLife Dynamic MPS, with Schroders providing active equity components alongside other managers.
• Net Zero Asset Managers Initiative (NZAM)strategicStrategic or Co-development Partner · 20 February 2026Schroders rejoined the Net Zero Asset Managers initiative as a signatory, participating in the resurrected alliance that now positions itself as a voluntary forum for climate investing approaches.
• GRID (Guidance for Responsible Investment in Defence-related companies)minorStrategic or Co-development Partner · 20 February 2026Schroders joined LBP Asset Management, Amundi, and Skandia in rebranding their defence sector responsible investment initiative to GRID, developing global principles for responsible investment in defence-related companies.

Scale indicators15 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Columbia Threadneedle Investments: Columbia Threadneedle is a global asset manager combining US active equities with UK/European fixed income and multi-asset capabilities. It is a direct competitor in UK intermediary and US institutional active mandates with similar AUM scale.
• Man Group plc: Man Group is a UK-listed active quantitative and alternatives manager with significant private markets exposure. It overlaps with Schroders Capital's alternatives mandate and competes for institutional alternatives allocations.
• AllianceBernstein Holding L.P. AllianceBernstein is a global active asset manager serving institutional, retail, and private wealth clients across equities, fixed income, and alternatives. It is a direct competitor in active institutional fixed income and equity mandates at similar AUM scale.
• M&G plc: M&G is a UK-listed asset and wealth manager with broad capabilities across fixed income, equities, multi-asset, and private assets, serving institutional and retail clients. It is the most direct UK comparables to Schroders in scale, product breadth, and London listing heritage.
• abrdn plc: abrdn is a UK-listed global asset manager offering equities, fixed income, real estate, and private markets to institutional and intermediary clients. It competes head-to-head with Schroders in UK intermediary channels and European institutional mandates.
• Invesco Ltd: Invesco is a global independent active asset manager spanning equities, fixed income, ETFs, and alternatives, with comparable scale to Schroders and similar institutional/retail dual-channel distribution. Both firms face the same active management fee compression headwinds.
• Amundi SA: Amundi is Europe's largest asset manager offering active and passive strategies, multi-asset, and real assets to institutional and retail clients. It is a direct competitor to Schroders in European institutional mandates and adjacent in private markets through its BTP/real estate platforms.
• Legal & General Investment Management: LGIM is a major UK-based asset manager serving institutional pension clients and retail investors with index, fixed income, and active strategies. It is a direct competitor in UK pension advisory mandates and increasingly in private credit/alternative income.

Broad incumbents

• BlackRock Inc. BlackRock is the world's largest asset manager offering the full spectrum of active, passive, alternatives, and technology (Aladdin) services. It is a broad incumbent that competes with Schroders in virtually every institutional mandate and increasingly in private markets through Global Infrastructure Partners.
• Franklin Templeton: Franklin Templeton is a global asset manager with broad active, multi-asset, and alternatives capabilities following the Legg Mason acquisition. It competes with Schroders globally in institutional fixed income and alternatives but is much larger and more diversified.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/schroders
• Facebookfacebook.com/SchrodersIM
• LinkedInlinkedin.com/company/schroders

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A13 records

Investments25 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Schroders