Schroders PLC banner

Schroders PLC
Investor Relations

Schroders is a global asset manager. It invests money for pension funds, insurers, sovereign wealth funds, charities, family offices, and individual investors through active investment funds, discretionary portfolios, and wealth management services. The company makes money mainly by charging management fees for overseeing client assets and, in some cases, performance-based fees. Its core job is to pick investments and manage risk across stocks, bonds, private assets, and other markets. Clients hire Schroders because they want a specialist to run money on their behalf, build portfolios to match a stated objective, and handle research, trading, and ongoing portfolio oversight. Schroders also runs wealth management businesses that serve high-net-worth clients who want tailored advice and portfolio management. What makes Schroders different is its role in the financial system as a steward of other people’s capital rather than a lender or insurer. Its business depends on trust, long-term relationships, and investment skill, so the firm’s value comes from attracting assets and keeping clients over time. That makes it a service business tied to financial markets, with revenue driven by the amount and type of money it manages.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2021
Call Date
Mar 3, 2022
AI Summary
Q4 2021

Record Profit: Schroders reported record profit before tax and exceptional items of £836 million, up 19% year-on-year, and profit after tax up 28% to £624 million.

Strong Revenue Growth: Net income rose 18% to £2.6 billion, driven by strong growth in private assets, wealth management, and mutual funds.

Robust Net Flows: The company achieved £35.3 billion of net new flows, with high-margin areas delivering £19 billion, and assets under management reaching a record £732 billion.

Upgraded Private Assets Target: Guidance for Schroders Capital (private assets) was raised to £7–10 billion of net new business growth per year, reflecting the Greencoat acquisition.

Wealth Management Exceeds Targets: Wealth Management delivered a 5.7% organic growth rate, surpassing previous targets a year early.

Expense Control & Investments: Cost-to-income ratio declined slightly; major investment in cloud migration will drive at least £50 million annual savings from 2024.

Positive Outlook but Macro Uncertainty: Management remains confident in underlying business momentum and diversification, but noted uncertainty due to macroeconomic and geopolitical risks.

Key Financials
Profit Before Tax and Exceptional Items
£836 million
Profit After Tax
£624 million
Net Income
£2.6 billion
Net Operating Revenue
£2.4 billion
Assets Under Management
£732 billion
Net New Flows
£35.3 billion
Wealth Management Organic Growth Rate
5.7%
Private Assets (Schroders Capital) Inflows
£7.4 billion
Sustainable Asset Inflows
£5.7 billion
Average AUM (Asset Management segment, ex-JVs/associates)
£597 billion
Performance Fees and Carried Interest
£126 million
Dividend Per Share
£1.22
Annual Outflows as % of Assets
17.6%
Client Asset Longevity
5.3 years
Tax Rate (Post-Exceptionals)
18.4%
Compensation Ratio
45%
Non-Compensation Costs
£565 million
Capital Surplus
£1.5 billion
Earnings Call Recording
Other Earnings Calls
2021

Management

Mr. Richard Oldfield
Group CEO & Director
No Bio Available
Ms. Meagen Lyn Burnett
Group COO & Interim CFO
No Bio Available
Mr. Rory Bateman
Co-Head of Investment & Head of Equities
No Bio Available
Ms. Johanna Kyrklund C.F.A.
Co-Head of Investment & Group Chief Investment Officer
No Bio Available
Mr. Jamie Ovenden
Chief Technology Officer
No Bio Available
Alex James
Investor Relations Manager
No Bio Available
Mr. Neil Tomlinson
Group General Counsel
No Bio Available
Ms. Estelle Bibby
Head of Media Relations
No Bio Available
Ms. Beth Saint
Global Head of Marketing & Communications
No Bio Available
Ms. Sonia Jenkins
Chief People Officer
No Bio Available

Contacts

Address
London
1 London Wall Place
Contacts
+442076586000.0
www.schroders.com
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett