Schroders Plc · LSE:SDR
Schroders — Investor Presentation (December 2025)
16 slides from Schroders's investor presentation, December 2025
Slide 1: Introducing Schroders plc
Introducing Schroders plc ShareSoc December 2025 Marketing material for professional clients only.
Slide 2: We are Schroders
We are Schroders Assets Our purpose under management Creating prosperity £816.7bn1 together Retention of Our vision highly-rated employees2 We partner with our clients 94% to provide trusted advice and invest in the assets and markets that matter to them, Locations around the world2 building their f
Slide 3: Europe's largest independent active asset manager
Europe’s largest independent active asset manager By business area By region1 By product 14% 11% 9% 28% 18% 16% 24% 49% 61% 9% 19% 16% 26% Public Markets UK Equities Schroders Capital EMEA Multi-asset Asia Pacific Fixed income Wealth Management Wealth Management JVs and Associates Americas Private M
Slide 4: Our beginnings
Our beginnings 1800s1800s 1804 Schröder family founds the firm in London 1853 First bond issued, to finance a railway in Cuba 1900s1800s 1959 Schroders becomes a publicly quoted company The Schroder family and 1960 Schroders starts to acquire a related trusts form our presence in each of the major f
Slide 5: Recent history
Recent history 2013–2018 2013 Acquisition of Cazenove Capital 2016 Investment in Benchmark 2019–2023 2017 Acquisition of Adveq, private Acquisitions: equity solutions 2019 Impact manager BlueOrchard 2020 Family office business Sandaire 2021 River and Mercantile’s UK Solutions business 2024 2021 Euro
Slide 6: Our strengths
Our strengths Top 5 global asset management brand, with a 220 -year heritage Rank Company Country of origin 1 Blackrock Strong franchises in UK, Europe and Asia 2 J.P. Morgan 3 PIMCO Leading wealth management offering with sustained growth 4 Fidelity 5 Schroders Proven track record in long - term al
Slide 7: What we need to address
What we need to address Headwinds in Public Markets Driving flows into Schroders Capital Costs and complexity Reducing shareholder returns 1Revenue margin ex. performance fees. 7
Slide 8: Our new strategy
Schroders Our new strategy
Slide 9: Underpinning the strategy
Underpinning the strategy Active Client Strong management relevance foundations 9
Slide 10: Simplify, Scale, Deliver
Simplify, Scale, Deliver Three -year targets to 2027 Achieve £150m of cost efficiencies by FY27, Costs reducing the adjusted cost to income ratio to <70% by FY271 Public Markets Schroders Capital Wealth Management Revenues Generate £20bn Achieve NNB rate of 5–7% Stabilise revenues1 cumulative NNB pe
Slide 11: Pathway to greater operational efficiency
Pathway to greater operational efficiency Adjusted cost:income ratio1,2 76% 75% 74% 74% 74% Cost to deliver c.£200m 72% Target: <70% 70% Total cost saving by end of 2027 c.£150m annualised 68% 66% 2022 2023 2024 2027 and beyond Drive change while keeping clients first 1The cost of transformation wil
Slide 12: Progress to date
Schroders Progress to date
Slide 13: Adjusted operating profit up 7% through revenue growth and cost control
Adjusted operating profit up 7% through revenue growth and cost control Delivering at pace against targets H1 2024 H1 2025 Change Revenues up 2% while Net operating revenue (£m) 1,143.0 1,170.3 2% cost growth limited to 1% Adjusted operating expenses (£m) (885.7) (897.9) 1% Adjusted operating profit
Slide 14: Capital composition
Capital composition Strong capital base Capital base £m FY 2024 H1 2025 Equity 4,495 4,376 Improving discipline in our resource and capital Regulatory deductions1 (2,116) (2,158) allocation to grow Dividend2 (233) (102) shareholder returns Regulatory capital requirement (1,477) (1,393) Equity capita
Slide 15: Progress so far
Progress so far Success in 2025 H1 2025: Operating expenses reduced by £21m Costs FY 2025: Upgrading our expectation of reduction in operating expenses to c.£50m Business Streamlined business portfolio across Public, Private and Wealth restructuring Public Markets Schroders Capital Wealth Management
Slide 16: Thank you
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