CompanyTrack
S

SCHRODER WEALTH MANAGEMENT (US) LIMITED

Active London

Financial intermediation not elsewhere classified

0 employees
Financial intermediation not elsewhere classified
S

SCHRODER WEALTH MANAGEMENT (US) LIMITED

Financial intermediation not elsewhere classified

Founded 9 May 2017 Active London, England 0 employees
Financial intermediation not elsewhere classified
Accounts Submitted 11 Sept 2025
Confirmation Statement Submitted 3 Nov 2025
Net assets £3.65M £1.31M 2024 year on year
Total assets £5.38M £1.51M 2024 year on year
Total Liabilities £1.74M £205.00K 2024 year on year
Charges None No charges registered

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Contact & Details

Registered Address

1 London Wall Place London EC2Y 5AU England

Credit Report

Discover SCHRODER WEALTH MANAGEMENT (US) LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

Financials

Financials

Period 1 Jan → 31 Dec 2024
Type Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Net Assets, Total Assets & Total Liabilities (2017–2024)

Cash in Bank

£4.21M

Increased by £1.44M (+52%)

Net Assets

£3.65M

Increased by £1.31M (+56%)

Total Liabilities

£1.74M

Increased by £205.00k (+13%)

Turnover

£3.85M

Increased by £961.00k (+33%)

Employees

N/A

Debt Ratio

32%

Decreased by 8 (-20%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
Dec Year End
2023
Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share Capital

Share allotments and capital structure

2 Allotments 4,000,000 Shares £4.00m Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
16 Mar 20182,000,000£2.00m£1
15 Jun 20172,000,000£2.00m£1

Officers

Officers

3 active 5 resigned
Status
Dominic Peter Corti EmmersonDirectorBritishUnited Kingdom529 May 2017Active
Schroder Corporate Services LimitedCorporate-secretaryUnited KingdomUnknown24 May 2017Active
Toby James GloverDirectorBritishUnited Kingdom4515 May 2023Active

Shareholders

Shareholders (1)

Schroder Wealth Holdings Limited
100.0%
4,000,0012 Oct 2019

Persons with Significant Control

Persons with Significant Control (1)

1 Active

Schroder Wealth Holdings Limited

United Kingdom

Active
Notified 9 May 2017
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent
  • Right To Appoint And Remove Directors

Group Structure

Group Structure

SCHRODER WEALTH HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SCHRODER ADMINISTRATION LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SCHRODERS PLC united kingdom
SCHRODER WEALTH MANAGEMENT (US) LIMITED Current Company

Charges

Charges

No charges registered

Documents

Company Filings

DateCategoryDescriptionDocument
11 Nov 2025OfficersAppointment of Mr Tim Mccann as director on 2025-11-07View(2 pages)
3 Nov 2025Confirmation StatementConfirmation statement made on 2025-10-17 with no updatesView(3 pages)
11 Sept 2025AccountsAnnual accounts made up to 2024-12-31View(25 pages)
3 Sept 2025OfficersTermination of Helen Louise Fitzgerald as director on 2025-09-01View(1 page)
17 Feb 2025OfficersChange to director Mr Toby James Glover on 2025-02-12View(2 pages)
11 Nov 2025 Officers

Appointment of Mr Tim Mccann as director on 2025-11-07

3 Nov 2025 Confirmation Statement

Confirmation statement made on 2025-10-17 with no updates

11 Sept 2025 Accounts

Annual accounts made up to 2024-12-31

3 Sept 2025 Officers

Termination of Helen Louise Fitzgerald as director on 2025-09-01

17 Feb 2025 Officers

Change to director Mr Toby James Glover on 2025-02-12

Recent Activity

Latest Activity

Appointment of Mr Tim Mccann as director on 2025-11-07

3 months ago on 11 Nov 2025

Confirmation statement made on 2025-10-17 with no updates

3 months ago on 3 Nov 2025

Annual accounts made up to 2024-12-31

5 months ago on 11 Sept 2025

Termination of Helen Louise Fitzgerald as director on 2025-09-01

5 months ago on 3 Sept 2025

Change to director Mr Toby James Glover on 2025-02-12

12 months ago on 17 Feb 2025