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Schroders to acquire STW Fixed Income Management

18 December 2012

Category: News, USA, United Kingdom
By Asia Asset Management

Schroders plc has reached agreement for its subsidiary Schroder US Holdings Inc to acquire 100% of the share capital of STW Fixed Income Management LLC (STW), a value-orientated, US investment-grade fixed income manager. As at September 30, STW was managing approximately US$11.9 billion on behalf of more than 100 institutional clients and had delivered top quartile performance across a broad range of fixed income strategies.

Michael Dobson, chief executive of Schroders said: ‘STW’s long-term investment approach and its strong performance track record are an excellent fit with Schroders. This acquisition increases our assets under management in US fixed income by 50% to $35 billion, broadens our product and service platform in fixed income and extends our institutional client base in the US.’ 

William H Williams, founder, CEO and CIO of STW said: ‘We have been determined in our efforts to partner with a firm that values clients the same way as STW has for over three decades. I believe that this transaction is the best decision for STW clients and employees. I look forward to the continued success of the combined business in the years ahead.’

The transaction is expected to be completed in the first quarter of 2013.

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