Schroders Wealth Management

As the US and UK governments scale back international aid, charitable giving is becoming more important than ever. Supporting reputable international charities and working with philanthropy advisers can both help ensure your contributions have real impact. Our recent article explores how you can balance today’s urgent needs with longer-term philanthropic objectives: https://okt.to/FyHagn When investing, your capital is at risk. Kate Rogers

Despite the market turbulence at the beginning of April, global equities actually rose in the first half of the year. In our recent webinar, our investment team shared how markets performed in Q2 and discussed our outlook for the remainder of the year. Watch the full webinar here: https://okt.to/PnkTvF When investing, your capital is at risk. Kate Leppard Caspar Rock Grace Lavelle

Our new CEO Oliver Gregson recently wrote to clients, describing his journey in asset and wealth management and his belief in “working with clients as partners in a shared mission.” The letter was published in the latest version of our client magazine, dialogue, and is available in full here: https://okt.to/KDFpVP

Family offices are growing more complex – and they expect more from their wealth managers. Jason Lai, CEO of Schroders Wealth Management in Asia, outlines how the industry must adapt to stay relevant. From comprehensive #investment capabilities and holistic offerings to robust technology infrastructure and relationship stability and continuity, wealth managers that recognise and proactively adapt to the evolving demands of #familyoffices will thrive in this new environment. More here: https://okt.to/d1Q6iG When investing, your capital is at risk. #wealthmanagement #SchrodersWealth #PrivateWealth #IntergenerationalWealth

Rising electricity demand, policy changes and new technology are putting nuclear power back in the spotlight. With low emissions and reliable output, it could play a vital role alongside renewables in the energy transition. Read more in our article here: https://okt.to/UOkind When investing, your capital is at risk. Jeremy Barker Joseph Young

“He’s a knucklehead, a stupid guy.” Markets largely shrugged off President Trump’s latest outburst against Fed Chair Jerome Powell - and the President’s suggestion that US interest rates be slashed to 1%. But such comments do little to inspire long-term confidence in the country’s economic stewardship. That’s one reason the dollar has suffered its worst start to a year since 1973, falling 11% against a trade-weighted basket of major currencies in the first half. How much longer will the weakness continue, asks Grace Lavelle? Read more here: https://okt.to/6ymjFB When investing, your capital is at risk.

We’ve responded to tactical opportunities this year, while ensuring portfolios remain resilient. Find out about the changes we’ve made, including adding to corporate bonds and tech stocks and diversifying outside the US here: https://okt.to/Mq81To When investing, your capital is at risk.

Are you a US citizen living abroad or planning an international move? Managing tax and reporting obligations in both the US and your country of residence can be complex, especially for those with investable assets. Our team have highlighted the seven most common tax traps Americans face overseas and how to navigate them. Read more: https://okt.to/XDrzCS When investing, your capital is at risk. Martin Heale Janette Saxer Emily Kidd

Global equities have reached new record highs, despite challenges such as tariffs, ongoing conflict in the Middle East, and fiscal uncertainty. What are our views for the remainder of the year? Find out here: https://okt.to/OIKo4v When investing, your capital is at risk. Alina Gregory, CFA

At the halfway point of 2025, our latest newsletter looks at the performance of markets so far this year and explains how we’re using AI to enhance our investment edge. Also, in an exclusive interview, former UK ambassador to the US, Lord Kim Darroch, shares his thoughts on President Trump’s second term. When investing, your capital is at risk.