Insights

Recent Acquisition Lloyds Banking Group's full acquisition and rebranding of Schroders Personal Wealth indicate a strategic move to consolidate wealth management services, presenting an opportunity to offer integrated financial solutions and technology enhancements aligned with Lloyds' expanded portfolio.

Growth Potential With a revenue range of 50 to 100 million and a sizable workforce, Schroders Personal Wealth is positioned for significant growth, making it a potential partner for advanced technology deployment and scaling operational efficiencies within UK retail financial advice sectors.

Tech-Driven Advisory The company's emphasis on technology for transparency and client engagement, including launching a new in-house platform, opens doors for sales in innovative financial software, CRM integrations, and client communication tools tailored for wealth management firms.

Leadership Expansion Recent strategic hires such as a new CEO and independent directors signal a focus on strengthening governance and leadership, offering prospects for executive-focused enterprise solutions, consulting, and bespoke advisory platforms.

Market Positioning As part of a competitive landscape with large banking and asset management players, Schroders Personal Wealth's heritage and modern approach make it a key prospect for premium financial technology, compliance solutions, and tailored wealth management services seeking to enhance client engagement and operational transparency.

Schroders Personal Wealth Tech Stack

Schroders Personal Wealth uses 8 technology products and services including Microsoft Advertising, CIM Technologies, OneTrust, and more. Explore Schroders Personal Wealth's tech stack below.

  • Microsoft Advertising
    Advertising
  • CIM Technologies
    Cad & Graphics
  • OneTrust
    Cookie Compliance
  • GitHub Actions
    Devops
  • Microsoft Intune
    Enterprise Mobility Management
  • Trustpilot
    Online Review Management
  • MuleSoft
    Platform As A Service
  • JSON
    Programming Languages

Media & News

Schroders Personal Wealth's Email Address Formats

Schroders Personal Wealth uses at least 1 format(s):
Schroders Personal Wealth Email FormatsExamplePercentage
First.Last@spw.comJohn.Doe@spw.com
96%
First.Middle@spw.comJohn.Michael@spw.com
3%
First.MiddleLast@spw.comJohn.MichaelDoe@spw.com
1%

Frequently Asked Questions

What is Schroders Personal Wealth's official website and social media links?

Minus sign iconPlus sign icon
Schroders Personal Wealth's official website is spw.com and has social profiles on LinkedIn.

What is Schroders Personal Wealth's NAICS code?

Minus sign iconPlus sign icon
Schroders Personal Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Schroders Personal Wealth have currently?

Minus sign iconPlus sign icon
As of December 2025, Schroders Personal Wealth has approximately 743 employees across 4 continents, including EuropeNorth AmericaAsia. Key team members include Chief Executive Officer: M. D.Chief Executive Officer: D. S.Chief Operating Officer: G. B.. Explore Schroders Personal Wealth's employee directory with LeadIQ.

What industry does Schroders Personal Wealth belong to?

Minus sign iconPlus sign icon
Schroders Personal Wealth operates in the Financial Services industry.

What technology does Schroders Personal Wealth use?

Minus sign iconPlus sign icon
Schroders Personal Wealth's tech stack includes Microsoft AdvertisingCIM TechnologiesOneTrustGitHub ActionsMicrosoft IntuneTrustpilotMuleSoftJSON.

What is Schroders Personal Wealth's email format?

Minus sign iconPlus sign icon
Schroders Personal Wealth's email format typically follows the pattern of First.Last@spw.com. Find more Schroders Personal Wealth email formats with LeadIQ.

When was Schroders Personal Wealth founded?

Minus sign iconPlus sign icon
Schroders Personal Wealth was founded in 2019.

Schroders Personal Wealth

Financial ServicesEngland, United Kingdom501-1000 Employees

Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning.

We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.

Section iconCompany Overview

Website
spw.com
NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
501-1000

Section iconFunding & Financials

  • $50M$100M

    Schroders Personal Wealth's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Schroders Personal Wealth's revenue is estimated to be in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.