Schroders Personal Wealth are a leading UK investment and wealth management provider. They inherited a portfolio of customers whose accounts required re-balancing to their client’ stated investment strategy on a quarterly basis. This process involved involves buying and selling investments and was conducted by a large 30+ team of people.

Robiquity delivered an end-to-end unattended automation solution of highly complex aggregated re-balancing processes.

Automating this process allowed Schroders Personal Wealth to speed up portfolio re-balancing process by 5X, allowing it to take place on a monthly basis rather than quarterly which resulted in much tighter controlled portfolios in periods of market volatility. Robiquity automation has enabled 85% capacity creation for staff to focus on customer focused activities, while making an annual OPEX saving of £1m.