Highlights

  • One analyst has issued a ‘Buy’ rating on Schroders.
  • The target price of AUD 9.71 implies a 25.86% upside from current levels.
  • Assets under management (AUM) reached a record £816.7 billion, up 5% quarter-on-quarter.

Schroders plc (LSE:SDR), the global asset management and wealth firm, has received a ‘Buy’ rating from Panmure Liberum, with a target price of AUD 9.71, signalling a potential 25.86% upside from current market levels. The rating might follow the company’s Q3 2025 trading update, which highlighted continued progress in strategic initiatives and a rebound in assets under management.

Record Assets Under Management in Q3 2025

As of 30 September 2025, Schroders’ total Group AUM rose 5% quarter-on-quarter to a new all-time high of £816.7 billion. The increase was supported by net inflows and favourable market conditions.

Net new business (NNB), excluding joint ventures and associates, reached £4.9 billion during the third quarter, a substantial rise from £0.3 billion in the same period last year. Year-to-date, Schroders reported £9.4 billion of net inflows, compared with £(3.6) billion outflows over the same period in 2024.

The company’s Asset Management division saw total AUM increase to £573.6 billion, while Wealth Management, including Cazenove Capital, grew to £136.3 billion. Schroders Capital, the firm’s private markets arm, also reported steady growth, closing the quarter at £71.6 billion.

Strategic Progress and Business Transformation

Schroders continued to deliver against its transformation strategy, focused on simplifying operations, scaling its platform, and returning to sustainable profit growth.

Key developments during the quarter included:

  • Enhancing the Wealth Management platform through the full acquisition of Cazenove Capital, regaining complete ownership from its previous joint venture structure.
  • Establishing a new long-term investment management agreement with Schroders Personal Wealth (SPW) and Scottish Widows, ensuring continued management of those assets.
  • Exiting non-core markets in Indonesia and Brazil as part of efforts to streamline operations.
  • Launching an active ETF range in Europe, expanding client access to Schroders’ investment capabilities across key markets.

Schroders plc has secured a ‘Buy’ rating from one analyst, accompanied by a 25.9% upside potential. The firm’s record AUM of £816.7 billion, ongoing strategic transformation, and Wealth Management platform underline its momentum heading into the final quarter of 2025.