UK Companies House feature
SCHRODER WEALTH MANAGEMENT (US) LIMITED
Profile
- Company number
- 10761882
- Status
- Active
- Incorporation
- 2017-05-09
- Last accounts made up
- 2024-12-31
- Account category
- FULL
- Primary SIC
- 64999
- Hubs
- UK Fintech
Accounts
Pending extraction
Audit & accounting basis
From AI-extracted PDF accounts
- Accounting basis
- FRS 101
- Reporting scope
- Standalone (parent only)
- Auditor
- Ernst & Young LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“the Directors are satisfied that, at the time of approving the financial statements, there is a reasonable expectation that the Company has adequate resources to continue in operational existence for 12 months from the date the Annual Report and Accounts is signed. For this reason, the Directors continue to adopt the going concern basis in preparing the financial statements.”
Significant events
- “current year one-off costs of £44,000 (2023: £308,000) related to the relocation of the Wealth Management service centre from Zurich to Schroder's operational campus in Horsham.”
- “Strong net new business together with positive markets resulted in assets under management ('AUM') increasing by £117 million during the year, from £620 million to £737 million as at 31 December 2024.”
Auditor / going-concern / subsidiary information is extracted from the PDF version of the latest annual accounts and is not tagged in iXBRL. About these numbers
People
4 active · 5 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| SCHRODER CORPORATE SERVICES LIMITED | Corporate Secretary | 2017-05-24 | — | — |
| EMMERSON, Dominic Peter Corti | Director | 2017-05-09 | Jul 1973 | British |
| GLOVER, Toby James | Director | 2023-05-15 | Nov 1980 | British |
| MCCANN, Tim | Director | 2025-11-07 | Mar 1973 | British |
Show 5 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| DALY, Mary Anne | Director | 2017-05-09 | 2023-05-15 |
| FITZGERALD, Helen Louise | Director | 2020-10-26 | 2025-09-01 |
| ROSS, Andrew John Shirley | Director | 2017-05-09 | 2018-12-31 |
| SIMS, Carolyn | Director | 2017-05-09 | 2020-05-29 |
| TURNBULL, Jeremy William John | Director | 2017-05-09 | 2019-09-09 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Schroder Wealth Holdings Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2017-05-09 | Active |
Filing timeline
Last 20 of 39 total filings
| Date | Type | Category | Description |
|---|---|---|---|
| 2025-11-11 | AP01 | officers | appoint person director company with name date |
| 2025-11-03 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2025-09-11 | AA | accounts | accounts with accounts type full |
| 2025-09-03 | TM01 | officers | termination director company with name termination date |
| 2025-02-17 | CH01 | officers | change person director company with change date |
| 2024-10-23 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2024-08-16 | AA | accounts | accounts with accounts type full |
| 2023-10-24 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2023-08-15 | AA | accounts | accounts with accounts type full |
| 2023-05-17 | TM01 | officers | termination director company with name termination date |
| 2023-05-16 | AP01 | officers | appoint person director company with name date |
| 2022-10-21 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2022-09-26 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2022-04-08 | AA | accounts | accounts with accounts type full |
| 2021-10-01 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2021-03-18 | AA | accounts | accounts with accounts type full |
| 2020-10-29 | AP01 | officers | appoint person director company with name date |
| 2020-09-21 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2020-05-29 | TM01 | officers | termination director company with name termination date |
| 2020-03-17 | AA | accounts | accounts with accounts type full |
Credit score
Altman Z″ — composite of working capital, retained earnings, EBIT, and leverage
Activity Score
Filings velocity, capital events, officer churn, accounts trajectory