Schroders sells financial planning arm as it accelerates high net-worth shift

Schroders sells Benchmark Capital to Swedish wealth firm

Schroders accelerates its shift toward wealth management and high net-worth clients

Schroders sells financial planning arm as it accelerates high net-worth shift

Schroders has agreed to sell its advice business Benchmark Capital to Swedish wealth firm Soderberg & Partners as it accelerates a shift toward wealth management and high net-worth clients. Under the terms of the deal, Schroders will become a long-term asset manager to Soderberg & Partners and exit direct ownership of the financial planning business. Soderberg two companies did not disclose the value of the deal. Soderberg has acquired a number …

Schroders sells off Benchmark to Söderberg & Partners as part of ‘strategic reshaping’

Schroders has agreed to sell its advice business, Benchmark, to Söderberg & Partners. The firm said the move accelerates the reshaping of its strategic focus on wealth management, centred on Cazenove Capital in the UK and Schroders Wealth Management internationally. The deal also adds to existing collaboration between the firms, with Schroders becoming a “long-term asset management partner” to Söderberg & Partners. The Swedish group, which has £…

Schroders accelerates strategic reshaping of Wealth Management

Schroders today announces that it has agreed to sell Benchmark, its UK integrated financial advice business, to Söderberg & Partners, accelerating the strategic reshaping of its Wealth Management businesses.   The transaction is another important milestone in Schroders’ strategy announced in March 2025 to simplify the Group and concentrate its investment on the areas where it can create the greatest long-term value for clients and shareholders. …