Two financial powerhouses back us - and you
Choosing who to trust with your financial future is a big decision, but with SPW, you're in safe hands. We're backed by two of the UK’s most respected financial institutions – Schroders and Lloyds Banking Group.
Powerful resources
Our partnership with Schroders and Lloyds Banking Group doesn’t just provide stability, it offers our clients access to world-class investment opportunities and leading fund managers as well as a broad range of additional services.
Schroders - our investment partners
Founded as a family firm in 1804, Schroders has a rich history spanning two centuries in the financial services industry. As the UK’s third-largest asset manager, it holds a prominent position in the UK financial landscape with assets under management, as of March 2025, totalling £777bn*. SPW clients benefit from two distinct solutions the Personal Discretionary Portfolio Service (PDPS) and the SPW Portfolio Funds. We work closely with Schroders using their expertise to invest across geographies and asset classes. Our advisers will recommend the solution which best fits your needs.
Lloyds Banking Group - our partner
With 26 million customers, Lloyds Banking Group is one of the UK's most trusted and recognisable financial names. Its portfolio includes household brands like Lloyds Bank, Halifax, and Bank of Scotland. Lloyds brings specialist knowledge in areas such as trust establishment, and estate administration services. SPW clients benefit from this relationship, that when something that falls outside of the advisers remit, they can call on Lloyds Banking Group experts who can provide support and additional services.
*Schroders Strategy Update and Annual Results 2024
The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors might not get back their initial investment.
I quickly became confident in SPW due to the knowledge of my adviser who clearly explained who they were and their relationship with Schroders and Lloyds
David, 67, Glasgow
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Speak to one of our advisers - no obligation and no initial fees.