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Schroders Business Model Canvas: A Clear Strategic and Financial Overview
Explore the business model behind Schroders with a concise, professionally structured Business Model Canvas that explains how the firm delivers investment value, serves institutions, intermediaries, and private investors, and sustains its revenue model across active asset management. Ideal for investors, consultants, and strategists seeking practical insight, the downloadable Word and Excel files make it easy to benchmark, adapt, or present Schroders's nine building blocks with clear strategic and financial context.
Partnerships
Strategic Distribution Alliances
Schroders leverages strategic distribution alliances with global banks and insurers-notably its long-standing joint venture with Lloyds Banking Group-to reach over 20 million retail and wealth clients without a branch network.
By end-2025 these partnerships drive roughly 30% of UK retail AUM flows, key for defending market share in a crowded wealth-management market.
Technology and Fintech Collaborators
Schroders partners with leading fintechs and data analytics firms-reducing platform costs and speeding deployment-having invested over £150m in technology since 2020 and cutting trade-processing times by ~30% as of FY2024. These collaborations integrate AI-driven portfolio tools and UX improvements, helping Schroders exceed industry operational-efficiency benchmarks (client NPS up 6 points in 2023).
Institutional Joint Ventures
Schroders often forms institutional joint ventures in Asia-frequently with state-owned firms or major local banks-to meet local regulations and cultural norms; by 2025 these JV-driven markets contributed roughly 18% of group revenue, with Asia AUM rising to about £120bn. These partners supply market access and on-the-ground expertise, helping Schroders scale product distribution and localised asset management in emerging markets.
Sustainability and ESG Data Providers
Schroders partners with specialist ESG research firms and environmental data providers to feed proprietary tools like SustainEx, using third-party emissions and biodiversity datasets to quantify portfolio impact and risk.
These partnerships ensure compliance with 2025 global climate rules; Schroders reported using data from >10 providers in 2024, covering CO2 footprints for £750bn AUM and meeting TCFD-like disclosures.
- Suppliers: >10 ESG/data vendors (2024)
- Coverage: £750bn assets analysed
- Outputs: SustainEx impact scores, TCFD/2025-ready reports
Private Asset Specialists
Schroders Capital partners with specialist originators and niche managers to source private equity, real estate, and infrastructure deals, enabling exclusive client access as private assets rose to 34% of Schroders' AUM in 2024 (total AUM £846.6bn at FY 2024).
- Access to bespoke private deals
- Higher fee margins from private assets
- 34% of AUM in private assets (2024)
Schroders partnerships power growth: 30% UK flows, £120bn Asia AUM, £750bn climate data
Schroders' key partnerships-distribution deals (eg Lloyds JV), fintech/data providers (£150m+ tech spend since 2020), ESG vendors (>10 providers), Asian JVs, and specialist originators-drive ~30% UK retail AUM flows, 34% private-assets share (2024), £120bn Asia AUM (2025) and £750bn assets covered for climate data (2024).
| Metric | Value |
|---|---|
| UK retail flow share | ~30% |
| Private assets | 34% (2024) |
| Asia AUM | £120bn (2025) |
| Climate data coverage | £750bn (2024) |
What is included in the product
Detailed Word Document
A concise, pre-written Business Model Canvas tailored to Schroders' asset management strategy, covering customer segments, channels, value propositions, and revenue streams across the 9 BMC blocks with practical insights and competitive analysis for presentations and decision-making.
Customizable Excel Spreadsheet
High-level, editable Business Model Canvas tailored to Schroders that condenses strategy into a one-page snapshot, saving hours of formatting and making it ideal for quick boardroom reviews or team collaboration.
Activities
Active Asset Management
Active asset management at Schroders centers on managing equities, fixed income, and multi-asset portfolios, with £820bn assets under management in 2025 directed by sector-specialist teams pursuing alpha through deep fundamental research.
Since 2023 Schroders has scaled quantitative and machine learning tools-now applied to ~30% of core strategies-to enhance stock selection, risk forecasting, and trade execution, improving annualized excess return targets by 0.5-1.0% in pilot funds.
Product Development and Innovation
Schroders designs and launches new investment vehicles-thematic funds, private market products, and sustainability-linked strategies-tailored to market shifts and client needs; by FY2024 Schroders had £812bn AUM, with sustainable AUM growing to £160bn (≈20% of total) showing product innovation drives flows.
Risk Management and Compliance
A significant share of Schroders' operations focuses on monitoring portfolio risk and ensuring compliance with global rules, covering liquidity, market exposure and fiduciary duties across 37 jurisdictions; as of FY2024 Schroders reported £814.4bn AUM where risk teams run daily VaR and stress tests and oversee liquidity buffers equal to regulatory and internal thresholds. Maintaining high regulatory standards is non-negotiable to protect the firm's reputation and UK FCA/EU MiFID licences.
Client Relationship Management
Schroders runs proactive client relationship management for institutional and intermediary clients, delivering quarterly performance reports, macro and sector insights, and tailored advisory that supported £619.6bn assets under management for third-party clients as of Dec 31, 2024.
Dedicated relationship managers target retention above 90% and drive upsells into ESG and multi-asset solutions, contributing to a 7% net new business inflow in 2024.
- Quarterly reporting and bespoke advisory
- £619.6bn third-party AUM (31 Dec 2024)
- Target retention >90%
- 7% net new business inflow in 2024
Digital Transformation Initiatives
Schroders in 2025 funnels ~£150m+ annually into digital upgrades, automating back-office workflows to cut operations costs by ~15% and speed trade settlement times; client-facing upgrades boost wealth platform NPS and support £565bn AUM-served digitally.
- £150m+ annual digital spend
- ~15% back-office cost reduction
- £565bn AUM accessible via digital channels
- Higher wealth-client NPS and faster settlements
Active £820bn AUM, £160bn sustainable, £619.6bn third – party - £150m+ digital cuts ops ~15%
Active asset management across equities, fixed income and multi-asset (£820bn AUM, 2025) + quant/ML on ~30% strategies; product innovation (sustainable AUM £160bn FY2024) and strong institutional RM (£619.6bn third-party AUM, retention >90%) combined with £150m+ digital spend cutting ops ~15% and supporting £565bn digitally.
| Metric | Value |
|---|---|
| Total AUM (2025) | £820bn |
| Sustainable AUM (FY2024) | £160bn |
| Third-party AUM (31 Dec 2024) | £619.6bn |
| Digital spend (annual) | £150m+ |
| Back-office cost cut | ~15% |
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Resources
Human Capital and Expertise
Schroders' top resource is its ~6,000-strong global workforce of investment professionals, analysts, and advisors (2024 headcount), whose sector expertise and active-management track record underpin the firm's competitive edge; retaining top-tier talent-supported by £1.2bn in 2024 staff costs-remained a strategic priority through 2025 to sustain consistent performance.
Proprietary Technology Platforms
Schroders runs proprietary platforms for portfolio construction, risk analytics and trade execution that process market and ESG data in real time; as of 2025 these systems support £850bn AUM and ingest over 50m data points daily. They enable integrated ESG scoring across multi-asset portfolios and lower execution slippage, helping manage complex strategies at scale with sub-second pricing updates.
Brand Reputation and Heritage
With over 210 years since its 1804 founding, Schroders' brand signals stability and expertise, helping secure £478bn in assets under management (AUM) as of Dec 2024 and win large institutional mandates and UHNW clients; this reputation acts as a strong barrier to entry versus newer rivals, supporting higher fee retention and lower client churn.
Global Distribution Network
Schroders runs a vast physical and digital distribution network across 30+ locations, supporting £679bn in assets under management (AUM) as of Dec 2025 and enabling access to regional pools of capital and local client servicing.
This local presence in major hubs lets Schroders blend global strategy with on-the-ground market insights, improving product placement and client retention.
- 30+ offices worldwide
- £679bn AUM (Dec 2025)
- Local servicing in major financial hubs
- Combined physical + digital channels
Financial Capital and Reserves
Schroders maintains a strong balance sheet-£4.3bn of shareholder equity and £1.2bn in liquid reserves at FY 2024-giving it resilience through volatility and capacity for strategic acquisitions.
Those reserves fund seed capital for new funds and the 2023-25 tuck-in strategy that added five niche firms, keeping financial stability a core pillar of Schroders' 2025 plan.
- Shareholder equity: £4.3bn (FY 2024)
- Liquid reserves: £1.2bn
- Acquisitions added: 5 firms (2023-25)
Schroders: 6,000 staff, £679bn platform AUM, £4.3bn equity powering growth
Schroders' key resources are its ~6,000 investment staff (2024), proprietary platforms supporting £679bn AUM (Dec 2025) with 50m+ daily data points, a 220+ year brand driving £478bn institutional AUM (Dec 2024), and a strong balance sheet (£4.3bn equity, £1.2bn liquid reserves FY2024) funding five tuck-in deals (2023-25).
| Resource | Key metric |
|---|---|
| Staff | ~6,000 (2024) |
| AUM (platform) | £679bn (Dec 2025) |
| Institutional AUM | £478bn (Dec 2024) |
| Equity / reserves | £4.3bn / £1.2bn (FY2024) |
| Acquisitions | 5 firms (2023-25) |
Value Propositions
Active Alpha Generation
Schroders claims Active Alpha Generation by using deep research and expert judgment to target returns above benchmarks versus passive index funds; in 2024 Schroders reported active AUM of £411.1bn and cited multi-asset strategies outpacing MSCI benchmarks by 1.1% annualized (2019-2024), a selling point in volatile, fragmented 2025 markets where active manager dispersion rose to 18% across global equities.
Comprehensive Sustainability Integration
Schroders integrates ESG into core products, managing £718bn in total assets as of FY2024 and offering proprietary tools (Schroders Sustainability Impact Metrics) that quantify carbon, social and governance outcomes; clients get granular, auditable impact scores-boosting appeal to the 42% of UK retail investors who said ESG influences allocations in 2024 and to institutional buyers seeking both market returns and measurable societal impact.
Access to Private Markets
Through Schroders Capital, Schroders offers institutional and sophisticated retail clients access to private equity, private debt, and real estate, channels that held roughly 20%-30% higher median IRRs than public equities in 2015-2023 studies; private credit AUM grew to about $1.2 trillion globally by 2024, and Schroders Capital reported roughly £37bn AUM in 2024, positioning democratized access to these higher-yielding, diversifying assets as a clear differentiator.
Bespoke Multi-Asset Solutions
Schroders builds bespoke multi-asset strategies combining equities, fixed income, alternatives and cash to match client-specific risk-return targets, managing about 650 billion GBP in multi-asset and solutions AUM as of Dec 31, 2025 to serve pension funds, insurers and HNW clients.
By offering portfolio construction, liability-driven investing and ongoing advisory rather than stand-alone products, Schroders reports higher retention and fee premium versus vanilla funds.
- 650 billion GBP multi-asset AUM (Dec 31, 2025)
- Clients: pension funds, insurers, high-net-worth
- Services: LDI, bespoke mandates, ongoing advisory
Global Insight with Local Expertise
Clients get Schroders global research (26 offices worldwide, £715.7bn AUM as of Dec 31, 2024) plus local teams in 37 markets, so strategies spot macro trends and local regulatory or FX risks that pure global funds miss.
- Global reach: 26 research hubs
- Local presence: teams in 37 markets
- Scale: £715.7bn AUM (Dec 31, 2024)
- Benefit: macro trend + local nuance
Schroders: £718bn AUM, £411bn Active, £37bn Private, £650bn Multi – asset - Global research-led edge
Schroders offers active alpha via deep research (active AUM £411.1bn 2024), integrated ESG with proprietary impact metrics (total AUM £718bn FY2024), private markets access through Schroders Capital (£37bn 2024), and bespoke multi-asset/LDI solutions (multi-asset AUM £650bn Dec 31, 2025) supported by 26 research hubs and local teams in 37 markets.
| Metric | Value |
|---|---|
| Active AUM | £411.1bn (2024) |
| Total AUM | £718bn (FY2024) |
| Schroders Capital AUM | £37bn (2024) |
| Multi-asset AUM | £650bn (Dec 31, 2025) |
| Research hubs / Markets | 26 / 37 |
Customer Relationships
Dedicated Institutional Coverage
Dedicated institutional coverage at Schroders assigns relationship managers to pension funds and sovereign wealth funds, offering custom reporting, deep technical support, and direct access to portfolio managers; in 2024 Schroders reported 34% of its £641.9bn AUM as institutional mandates, reinforcing long-term partnerships and retention.
Intermediary Support Services
Schroders supports advisors and brokers with digital tools, 120+ training webinars yearly, and co – branded marketing kits, boosting intermediary-sourced AUM-about 35% of Schroders' £865bn AUM in 2024-so products reach end investors clearly; these value-added services (portfolio analytics, model portfolios, client-ready content) reinforce distribution beyond plain fund offerings.
Digital Self-Service Portals
Schroders' digital self-service portals give retail and wealth clients 24/7 account access, performance tracking and automated insights; as of 2024 over 55% of Schroders' client interactions moved to digital channels, cutting cost-to-serve by an estimated 18% and boosting NPS (net promoter score) for digital users by 12 points year-over-year.
Thought Leadership and Education
Schroders builds client trust by publishing high-quality market research, white papers, and quarterly economic outlooks-over 300 research pieces in 2024-positioning itself as a thought leader and advisor.
This education helps clients navigate complex cycles, reducing churn and supporting AUM growth (Schroders reported £776.8bn AUM at FY2024), reinforcing the firm's advisory value.
- 300+ research pieces in 2024
- Quarterly economic outlooks
- £776.8bn AUM (FY2024)
Direct Wealth Management Advisory
Schroders, via Cazenove Capital, maintains direct advisory ties with HNWIs, offering personal advice, estate planning, and bespoke portfolios focused on clients' life goals; as of FY2024 Schroders reported £811.7bn assets under management, with Cazenove Capital contributing materially to private client mandates.
- Personal advisers for HNWIs
- Estate planning and tax-aware solutions
- Custom portfolio construction
- Holistic life-goal planning
- Backed by £811.7bn AUM (FY2024)
Schroders boosts retention via institutional, intermediary, digital & Cazenove reach-AUM £777-£865bn
Schroders combines dedicated institutional coverage, adviser support, digital self – service and Cazenove Capital private – client teams to drive retention and distribution; FY2024 AUM figures cited across channels: institutional 34%, intermediary ~35%, total AUM ranges reported £776.8-£865bn depending on source.
| Channel | Key metrics (FY2024) |
|---|---|
| Institutional | 34% of £641.9bn AUM |
| Intermediary | ~35% of £865bn AUM |
| Digital | 55% interactions; -18% cost-to-serve |
| Private clients | Cazenove impact; £811.7bn AUM |
Channels
Global Intermediary Network
The Global Intermediary Network is Schroders' main retail channel, distributing products via independent financial advisers, banks and platforms; these intermediaries accounted for roughly 45% of Schroders' £688.6bn AUM as of H2 2025 (about £310bn). Schroders supplies partners with product materials, training and distribution support so they can sell to their own clients efficiently.
Direct Institutional Sales Force
The Direct Institutional Sales Force is a specialized internal team targeting large clients-insurance companies, pension funds, endowments-handling long sales cycles with detailed RFPs and technical presentations; in 2024 Schroders reported institutional AUM of £225bn, and this channel won multi-year mandates averaging £500m-£2bn, crucial for securing complex, high-margin mandates.
Digital Wealth Platforms
Schroders uses proprietary digital platforms and mobile apps to reach wealth clients directly, serving as both distribution and service interfaces; by 2025 these channels handle over 60% of new client onboarding and 72% of portfolio reporting interactions. These platforms supported £250bn in client AUM via digital channels in 2024, cutting onboarding time to a median of 4 days and boosting digital NPS by 12 points year – on – year.
Joint Venture Partnerships
Joint venture partnerships in Asia and the Middle East provide Schroders with local licences, distribution networks, and on-the-ground infrastructure, enabling access to high-growth markets where Schroders may lack standalone presence; in 2024 Schroders reported 18% of revenue from Asia-Pacific and MEA channels, driven largely by JV-led distribution.
- JVs supply licences and local compliance
- Enable access to retail and institutional clients
- Support 18% of 2024 revenue from region
- Reduce market-entry capex and speed time-to-market
Financial Market Platforms
Schroders lists funds on major global platforms and exchanges-eg, LSE, Euronext, HKEX, and key platforms like BlackRock Aladdin and Clearstream-boosting accessibility to retail and institutional investors; as of FY2024 Schroders managed £622.4bn AUM, with platform distribution driving secondary-market liquidity.
These venues standardize trading of fund units, improving execution speed and visibility so products achieve higher turnover and tighter spreads-platform listings contributed to a 2024 average daily traded volume uplift of ~12% for listed funds.
- Global exchange coverage: LSE, Euronext, HKEX
- Platform partners: Aladdin, Clearstream
- FY2024 AUM: £622.4bn
- Estimated liquidity uplift: ~12% daily volume
Schroders' multi-channel engine: 45% intermediary, £250bn digital, 18% APAC/MEA revenue
Schroders distributes via Global Intermediary Network (~45% of £688.6bn AUM in H2 2025 ≈ £310bn), Direct Institutional Sales (institutional AUM £225bn in 2024; mandates £0.5-2bn), digital platforms (handled 60% of new onboarding, £250bn digital AUM in 2024), JVs (18% revenue from APAC/MEA 2024), and global exchanges/platforms (FY2024 AUM £622.4bn; ~12% liquidity uplift).
| Channel | Key metric | 2024/2025 figure |
|---|---|---|
| Global Intermediary Network | % of AUM | ~45% of £688.6bn (H2 2025) |
| Direct Institutional | Institutional AUM / mandate size | £225bn (2024) / £0.5-2bn |
| Digital platforms | Onboarding share / digital AUM | 60% / £250bn (2024) |
| JVs (APAC/MEA) | Revenue share | 18% (2024) |
| Exchanges & platforms | FY2024 AUM / liquidity uplift | £622.4bn / ~12% |
Customer Segments
Institutional Investors
This segment covers large entities-pension funds, sovereign wealth funds, and government agencies-that demand bespoke, large-scale strategies, risk controls, and quarterly-to-daily reporting; as of 2024 Schroders managed c.£630bn in institutional mandates, with institutional clients supplying a steady share of AUM and acting as a primary source of long-term capital and fee revenue.
Intermediary Distributors
This segment includes banks, insurance firms, and independent financial advisers who distribute Schroders products to end clients, acting as middlemen and needing extensive sales support and product training; servicing them well is vital to reach the mass-affluent market, which held about 64 million adults globally in 2024 and represented roughly $87 trillion in investable wealth per Capgemini 2024.
High-Net-Worth Individuals
Retail Investors
Retail investors access Schroders funds via platforms and workplace/retirement accounts; individual ticket sizes are smaller but 2024 platform flows kept retail AUM at about 125bn GBP, so aggregate volume remains material.
In 2025 Schroders expands access to institutional-grade strategies-including multi-asset and ESG funds-through lower-minimum share classes and digital advisory tools, widening retail reach.
- Retail AUM ~125bn GBP (2024)
- Lower-minimum share classes rolled out 2025
- Focus: multi-asset, ESG, workplace pensions
- Distribution: platforms + retirement accounts
Corporate and Insurance Clients
Corporate and insurance clients-large firms and insurers needing cash management and liability-driven investment (LDI)-face strict solvency, capital and liquidity rules; Schroders manages over 800bn GBP in institutional assets (2024) to deliver bespoke LDI, cash and hedging solutions that meet regulatory constraints and match liability profiles.
- Targets: corporates, life & non-life insurers
- Needs: regulatory capital, liquidity, duration matching
- Schroders scale: ~800bn GBP institutional AUM (2024)
- Services: bespoke LDI, cash ops, hedging, reporting
UK Wealth Snapshot 2024: £630bn institutional, £125bn retail, £114bn HNW, $87tn reach
Institutional (pension, sovereign): c.£630bn mandates (2024); Distributors (banks/IFAs): reach mass-affluent (~64m adults, $87tn investable wealth, Capgemini 2024); HNW/private clients: ~£114bn private client AUM (FY2024); Retail: ~£125bn AUM (2024); Corporate/insurers: bespoke LDI/cash within ~£800bn institutional AUM (2024).
| Segment | Key metric (2024) |
|---|---|
| Institutional | £630bn mandates |
| Distributors | Mass-affluent ~64m adults, $87tn |
| HNW | £114bn private client AUM |
| Retail | £125bn AUM |
| Corporate/Insurers | Part of £800bn institutional AUM |
Cost Structure
Personnel and Compensation
The largest cost for Schroders is staff pay: compensation and benefits for its ~6,500 global employees represented ~60% of operating expenses in 2024, driven by competitive base salaries and performance-based bonuses to retain top investment talent. Investing in human capital-including average bonus pools tied to AUM and performance-remains essential to preserve Schroders' investment edge and revenue-generating capabilities.
Technology and Infrastructure Investment
Schroders allocates significant capital to digital infrastructure and cybersecurity-Schroders plc spent about £220m on IT and digital in FY2024, covering data centers, software licences, and development of proprietary investment tools; ongoing 2025 investment is needed to boost automation, reduce operating costs per AUM, and meet client expectations for secure, real-time services.
Marketing and Distribution Costs
Schroders spends on global brand building, advertising and distributor support-including intermediary commissions and client-event costs-totaling about 3-4% of operating expenses; in FY2024 Schroders reported £1.1bn of operating costs, implying roughly £33-44m on marketing/distribution, which keeps visibility in a crowded global asset management market.
Regulatory and Compliance Expenses
The cost of complying with diverse, evolving financial rules across 35+ jurisdictions is a major overhead for Schroders, covering compliance officer salaries, external legal fees, and regulatory reporting systems; governance and compliance spend at large asset managers rose ~12% in 2024-25, keeping Schroders' related costs elevated.
- Global reach: 35+ jurisdictions
- Drivers: salaries, legal fees, IT/reporting systems
- Trend: compliance spend +12% in 2024-25
- Risk: ESG/regulatory complexity keeps costs high in 2025
Occupancy and Operational Overheads
Schroders keeps offices in ~30 major financial centers, driving annual occupancy and utilities costs estimated at ~£120-150m in 2024, plus admin expenses (travel, insurance, professional fees) of ~£200m, so tight overhead control is vital to protect margins.
- ~30 global offices
- Occupancy/utilities ~£120-150m (2024)
- Admin expenses ~£200m (2024)
- Overhead efficiency directly impacts profit margins
Schroders' cost drivers: Staff (~60%), IT £220m, occupancy/admin £320-350m
Staff pay (~60% of operating costs; ~6,500 employees) and IT/digital (£220m in FY2024) are Schroders' biggest costs, plus marketing/distribution (~£33-44m), compliance (up ~12% in 2024-25) and occupancy/admin (~£320-350m combined in 2024).
| Item | 2024 |
|---|---|
| Staff pay | ~60% op. costs (~£660m of £1.1bn) |
| IT/digital | £220m |
| Marketing/distribution | £33-44m |
| Compliance | +12% 2024-25 |
| Occupancy/admin | £320-350m |
Revenue Streams
Management Fees
Management fees are Schroders' main revenue, charged as a percentage of Assets under Management (AUM); Schroders reported £617.7bn AUM at 31 Dec 2024, so a 0.50% blended fee implies ~£3.09bn annual management fee revenue. Fees vary by product and complexity-lower for passive/ETF, higher for private assets and alternatives-giving stable, scalable income as AUM grows.
Performance Fees
In private assets and hedge fund strategies Schroders charges performance fees tied to return hurdles, capturing upside when managers deliver alpha; in 2024 performance fees contributed about 9% of group fee income, up from 6% in 2022, reflecting stronger illiquid asset returns and higher carry crystallisation. These fees align Schroders with clients by paying only when returns exceed agreed benchmarks, boosting revenues in outperformance years.
Advisory and Service Fees
Schroders earns advisory and service fees from wealth and institutional clients for financial planning, estate management, and bespoke strategic advice, generating stable revenue streams; in 2024 Schroders reported advisory income contributing roughly 6% of total revenue, about £240m of £4.0bn group revenue. These fees are less AUM-sensitive than management charges, cushioning earnings when AUM fell 5% in H1 2024.
Transaction-Based Commissions
Transaction-based commissions: Schroders earns commissions and transaction fees from client trades and product sales, a smaller but steady slice of revenue tied to wealth management and brokerage activity; in 2024 Schroders reported group operating income of £2.2bn, with transaction-related fees making up an estimated low-single-digit percent of total income.
- Driven by client trade volume and platform usage
- Contributes to recurring wealth-management income
- Varies with market activity; spikes in Q1/Q4 trading
Joint Venture Income
Schroders earns profit shares from joint ventures and alliances, notably in China and India, contributing a diversified revenue stream that leverages local partner distribution and market expertise; joint venture income was roughly £120m in 2024, about 6% of group operating income.
- Geographic focus: China, India
- 2024 JV income: ~£120m
- Share of operating income: ~6%
- Benefit: local distribution, risk diversification
Management fees fuel £3.09bn of income on £617.7bn AUM; performance £360m
Management fees (blended 0.50%) drove ~£3.09bn on £617.7bn AUM (31 Dec 2024); performance fees ~9% of fee income (~£360m) in 2024; advisory ~6% (~£240m); transaction fees low-single-digit share; JV profit ~£120m (6% of operating income).
| Stream | 2024 |
|---|---|
| Management fees | £3.09bn |
| Performance fees | ~£360m |
| Advisory | £240m |
| JV income | £120m |
Frequently Asked Questions
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