A Message from Dominic Sheridan, Chief Executive Officer, SPW (ACD)

As 2025 draws to a close, I would like to thank you for your continued trust and confidence in us. This past year has been one of significant change and achievement for our funds and for Schroders Personal Wealth (SPW) as a whole. Despite an uncertain global backdrop and fluctuating markets, our funds have continued to demonstrate resilience, helping clients stay on track to meet their long-term financial goals. 

Our Solutions Funds have continued to play a central role in supporting diversified investment outcomes for clients. They are designed to adapt to market conditions and provide a strong foundation for your portfolios—an approach that remains as important as ever. You can watch our End of Year message where Alan, our Chief Investment Officer, talks through key events from the markets.

This year also marks the start of a new chapter for our organisation as we move toward becoming Lloyds Wealth—bringing together the strength of Lloyds Banking Group with our specialist investment expertise. More importantly, it reflects our continued commitment to you. We greatly value the trust you place in us and want you to feel confident that we are fully focused on protecting your interests, managing your investments responsibly, and helping you achieve your financial goals. You can be assured that we remain by your side, working for you and with you as long-term partners in your financial journey. 

I would also to thank everyone who has taken part in our client surveys and research groups this year. Your feedback is invaluable and helps us continually improve our services, ensuring we deliver the best experience possible and keep your voice at the heart of everything we do. 

We are also proud to have continued our commitment to giving back. As promised, in response to clients responding to these initiatives, SPW made a £5,000 charity donation to our business charity partner Alzheimer’s Research UK. 

Looking ahead to 2026, we remain dedicated to helping you achieve your investment objectives through disciplined management, transparency, and care in every decision we make. Thank you once again for your continued support—I wish you and your family a healthy and prosperous year ahead. 

Dominic Sheridan 

Chief Executive of SPW ACD 
Schroders Personal Wealth ACD