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We want to help you deliver an outstanding level of service to your clients. So, to give you more time to spend on your clients' financial planning and reduce your exposure to regulatory risk, we can take on the investment management responsibilities.

We'll build individual portfolios for each of your clients' goals. Unlike most other investment specialists, we give you access to a number of flexible and dynamic investment approaches, all under one roof.

Our broad range of investment solutions gives you and your clients extensive choice and flexibility.

  • We offer a discretionary investment management service for clients, either directly or via their professional advisers*
  • We provide our Managed Portfolio Service (MPS) for advisers who prefer to be fully in control of the client relationship*, via a number of well-known platforms

What your clients can expect from our discretionary investment management service

We aim to make investing as simple and straightforward as possible for your clients. We're committed to providing them with excellent service.

  • They'll have a dedicated Client Portfolio Manager who's responsible for looking after their portfolio
  • We will work closely with both you and your clients

Charging structure

Should your clients decide to allocate a proportion of their assets to Aberdeen Standard Capital to manage, we want to make sure that you understand what services they're paying for. We're only too aware of the impact that costs can have on performance and believe that our simple charging structure differentiates us from many of our peers. We believe in clarity and transparency.

We apply our standard annual management fee on the value of your client's portfolio. This is a clean fee and is charged quarterly, in arrears. There are no initial or exit fees.

Reporting

We'll send your clients regular, personalised reports, which detail their current portfolio valuation, cash and transaction statements, as well as investment performance.

Review meetings

Our Client Portfolio Manager will be available for regular face-to-face review meetings with you and your clients.

Tax packs

We will provide detailed annual reports to assist with the completion of your clients' tax returns.

Credit facility

We have an arrangement with Metro Bank, which means your clients may be able to access a credit facility, secured against the value of qualifying assets held in their personal portfolio.

Other providers

We'll happily deal with all the major Self Investment Personal Pension (SIPP) and Offshore Bond providers, and provide ISA options via Standard Life Savings at no extra cost.

Aberdeen Standard Capital's commitment to the UK Stewardship Code

*Subject to minimum investment criteria