Schroders Personal Wealth
Financial planning and advice
- B2C
- Sales-led purchase
About Schroders Personal Wealth
A joint venture providing transparent financial planning services in the UK, using technology to empower clients and build a strong future
Key facts
- Industry
- Financial Services
- Company size
- 251–1,000 employees
- Headquarters
- london, england, United Kingdom
- Founded
- 2019
- Revenue
- $37.2M – $436MTamtam estimate
- Website
- lloydswealth.com:443
- linkedin.com/company/spw-wealth
Schroders Personal Wealth in the news
- TheWealthNet - Schroders Personal Wealth: profitable with around 60,000 customers
Lloyds Banking Group fully acquired Schroders Personal Wealth, integrating its profitable 60,000-customer wealth management business into a larger insurance and pensions division.
- Schroders hits record $1tn AUM as private markets inflows strengthen
Schroders hit a record $1tn AUM in Q3 2025 driven by strong inflows in public and private markets and growth in wealth management.
- Lloyds Takes Full Ownership Of Schroders Personal Wealth
Lloyds has taken full ownership of Schroders Personal Wealth, strengthening its financial planning services.
- Lloyds Takes Full Control of Schroders Personal Wealth, to Rebrand as Lloyds Wealth
Lloyds Banking Group fully acquired Schroders Personal Wealth, rebranding it as Lloyds Wealth and aiming to expand integrated wealth services.
Schroders Personal Wealth at a glance
Schroders Personal Wealth is a B2C company in the Financial Services industry, headquartered in london, england, United Kingdom.
Schroders Personal Wealth was founded in 2019.
Schroders Personal Wealth has 251–1,000 employees.
Schroders Personal Wealth's revenue is $37.2M – $436M (Tamtam estimate).
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