Schroders in Hong Kong

A long and trusted heritage

With a history dating back to the mid-nineteenth century, Schroders continues to be one of the 100 largest companies on the London Stock Exchange where we have been listed since 1959.

The cornerstone of our success is our ability to create value in line with evolving client and shareholder needs by identifying the opportunities most suited to our style of working during times of market change.


Schroders Hong Kong celebrated its 40th anniversary.


April - Schroders standardised its Chinese name to “Shi Luo De” (施羅德).

Schroders unified its Chinese name to further integrate the Greater China market, and enhance the Schroders brand among multiple Chinese-speaking markets.

2007 Schroders launched the Schroder Alternative Solutions Commodity Fund in Hong Kong, the first commodity futures and options funds on the market.
2001 Schroders launched the Schroder Guaranteed Return Fund in Hong Kong, the first of its kind on the market.

With the introduction of the compulsory retirement plan, Mandatory Provident Fund (MPF), in Hong Kong, Schroders launched the Schroder MPF Master Trust, which offers scheme members a wide choice of up to 10 MPF portfolios (constituent funds) to suit each individual member's risk profile.

Schroders is the plan sponsor and investment manager, and is responsible for client servicing and investor education for members. The administration and trustee function are managed by HSBC Provident Fund Trustee (Hong Kong) Limited and BestServe Financial Limited, who are responsible for the administration and members' record keeping.


Schroders launched the pooled retirement product, Schroder Provident Plan (SPP).

As a leading manager of retirement plans in Hong Kong under the Occupational Retirement Schemes Ordinance (ORSO), Schroders developed an extensive range of fund management products and investor education material for the ORSO member choice retirement plan market. The SPP is a pooled retirement product that meets ORSO regulatory requirements.


Schroders was incorporated to conduct investment management services in Hong Kong.


Schroders began providing retirement and surplus fund services in Hong Kong.

Schroders began to advise on investments across all major asset classes in developed and emerging countries; hedge funds, equities and bonds, money markets, private equities, and property.

Schroders became a market leader in managing investments on behalf of pension funds, government bodies, charities, corporations, unit trust holders, family groups and high net worth individuals throughout the world.


Schroder Investment Management (Hong Kong) Limited was established.

In addition to managing assets, Schroders Hong Kong originally conducted investment banking activities.