| Banking |
Minimum |
Key Features |
| Cash Management |
£1 million |
- High yielding deposit service
- Access to some of the best rates in the market
- Cash-plus investment management including asset-backed securities
- Cheque book and charge card
- Online access to direct accounts
|
| Lending |
£250,000 |
- Fast, flexible and competitive
- Secured against UK-sited residential and commercial property
- Secured against investment assets
- Lending for tax-planning purposes
|
| Investment Management |
|
|
Discretionary
Advisory |
£1 million |
- Highly developed risk control techniques
- Access to Schroders’ investment expertise across all asset classes
- Independent research process
- Close work with a client’s tax advisers
- Specialist advisory service
|
| Specialist mandates in Individual asset classes (either individually or as part of a portfolio) |
Various |
- Traditional investments: equities, bonds
- Alternative investments: hedge funds, property, private equity, commodities
- Art advisory
|
| Structured Products |
|
|
| Investment: Structured Deposits/Notes |
£1 million |
- Exposure to asset class of choice
- Structures range from one month to five years
- Specified bands of capital protection or gearing
|
| Hedging: Options |
£1 million |
- Hedging strategies to insulate investors from adverse market fluctuations
|
| Asset Diversification |
£1 million |
- Strategies to enable holders of a single stock to diversify their risk into a broader range of assets
|
