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schroder investment management north america inc

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schroder investment management north america incnew york, NY

Additional Information

Global asset and wealth manager offering insight-led investing across public and private markets. Operates with £867.8 billion in assets under management across 37 locations globally with 5,419 employees worldwide.

AAA MSCI ESG RatingSEC registered adviserAuthorised and regulated by the Financial Conduct AuthorityLicensed under Banking Supervision (Bailiwick of Guernsey) Law 2020Regulated by Jersey Financial Services Commission

Specializes in

Active investment managementLong-term investment returnsSustainability and low-carbon economy transitionEmerging marketsMulti-asset portfolio rebalancing

Services

Equities investmentFixed income strategiesMulti-asset managementEmerging markets investmentSustainable investingAsset managementWealth management

Established Over 220 years · Team of 5419 employees worldwide · Serving Global, North America, UK, Channel Islands, Guernsey +1 more

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 212-641-3800

Website: http://www.schroders.com/us/home

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Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

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A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

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Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.