What Investment Capabilities and Asset Classes Does Schroders Offer?

Updated

Schroders is a global asset and wealth manager whose site presents four main capability areas: equities, fixed income, multi-asset, and private markets through Schroders Capital, alongside wealth management services. The right fit depends on whether you are an institution, an intermediary, or a private investor, and whether you want public markets exposure, private markets exposure, or a managed wealth relationship.

Equities

Schroders describes equities as a popular investment and frames its equities range around delivering long-term investment returns. The site notes that as times change, so does the way you need to invest — the implication being that the equity approach is not static.

This capability suits investors seeking long-term growth through public equity markets rather than short-term trading.

Fixed income

Schroders presents bonds as often perceived as lower risk, but argues that fixed income strategies need specialist knowledge to perform. It describes a platform of fixed income specialists and experts across the globe working to capitalise on a wide range of opportunities.

This area is relevant if you want bond exposure but recognise that credit selection, duration, and rate positioning require dedicated expertise rather than a passive allocation.

Multi-asset

Multi-asset combines different assets into a single portfolio. Schroders explicitly rejects a "set and forget" approach here: it says it constantly reviews, rebalances, and refines portfolios, using in-house proprietary tools to stress-test them against different scenarios.

This suits investors who want diversification across asset classes with active oversight, rather than assembling and monitoring the mix themselves.

Private markets and wealth management

Beyond the three public-market capabilities, the site references:

  • Schroders Capital — the private markets arm
  • Schroders Wealth Management — wealth services for private clients
  • Cazenove Capital — a wealth management brand within the group

These extend the offering from public markets into private markets and into direct wealth relationships.

Scale and context

The site states £867.8 billion in assets under management (data as at 30 June 2026), 37 locations globally, 5,419 employees worldwide, and an AAA MSCI ESG Rating. It also states that on 1 October 2026 Schroders joined forces with Nuveen, creating a combined active asset and wealth manager with approximately USD 2.6 trillion in assets under management, capabilities spanning public to private markets, and the long-term support of parent company TIAA. Schroders notes its approach has served clients for over 220 years.

How to decide

If you want… Relevant capability
Long-term public equity growth Equities
Specialist bond management Fixed income
Diversified, actively rebalanced portfolios Multi-asset
Private markets exposure Schroders Capital
A managed wealth relationship Schroders Wealth Management / Cazenove Capital

The site frames its audience as institutions, intermediaries, and private investors, and describes working alongside each. If you are unsure which capability matches your mandate, the distinction that matters most is public versus private markets, and whether you want a fund capability or an ongoing wealth relationship.