All of our clients are exceptional individuals who have earned our respect. Our clients benefit from direct access to their Client Portfolio Manager, the investment professional that holds day to day responsibility for managing their money.
We see our role as servicing our clients' finances through exceptional investment management. We believe the strength of the relationship should be based upon our ability to deliver. As such we do not employ Relationship Managers within our business.
Standard Life Wealth has expert people who are there to do the job our clients want (i.e. deliver performance). Our Client Portfolio Management team has an average of 17 years investment experience and all have specific experience of dealing with private client portfolios. Our Client Portfolio Managers all have an appropriate professional qualification and are FSA CF30 approved. Each Client Portfolio Manager has to go through a competence assessment before being allowed to manage client assets. We operate an environment of Continuous Professional Development and Client Portfolio Managers are expected to maintain their competence through appropriate development on an ongoing basis.
We have serious investment managers backed by excellent resources who care about the outcome for their clients. This is emphasised in benchmarking our portfolios against client goals. A facet that continues through to our clear, no-nonsense reporting, that helps the client understand that they are on track to achieve their aspirations. We will happily deal with all of the major Self Investment Personal Pension (SIPP) and Offshore Bonds providers and provide ISA portfolios at no extra cost.
We operate a clean 1.375% Annual Management Fee and levy no further charges for dealing, transactions, payments or regular withdrawals. The current rate on our cash account is 0.1%, which is subject to change.
Currently Chief Executive Officer of Standard Life Wealth, the Discretionary Fund Management business for ultra high net worth private clients and a wholly owned subsidiary of the Standard Life Group. Previously Chief Executive of ING subsidiary, Williams de Broe, an institutional brokerage and private client business and prior to that Chief Executive of Lloyds TSB Private Banking and Lloyds TSB Stockbrokers. He is fellow of the Chartered Institute for Securities & Investment and chairman of the CISI Ethics and Integrity Committee. Richard is also a member of the Worshipful Company of International Bankers and the Cornhill Club and is presently Chairman of the Old Salopian Club and a trustee of the Shrewsbury School Foundation.
Darren Ripton joined Standard Life Wealth in 2007 as a Client Portfolio Manager. In 2009 he assumed responsibility for the day to day Investment Process within Standard Life Wealth, and has helped develop the fund selection and portfolio construction process that is utilised within this business. He has 14 years investment experience, and previously spent seven years managing discretionary mandates within ABN Amro Private Bank. This role included oversight of all investment funds used within mandates in the London, Jersey and Gibraltar offices. He is an Associate Member of the Chartered Institute for Securities and Investment.
David joined Standard Life Wealth in May 2010 as Network Director from Lloyds Banking Group, with 28 years’ experience within financial services - the last 12 years spent in senior management roles in Lloyds Private Banking Limited, where he was a member of the executive committee. He has led relationship and investment management teams managing portfolios for high value clients for more than 14 years and brings a very strong focus on ensuring the needs of the client are met. A business management graduate of Aston University, David is also an Associate of the Chartered Institute of Bankers and a Member of the Chartered Institute for Securities and Investment. He became Managing Director of Standard Life Wealth in November 2012.
Karen Storie is a member of the Chartered Institute of Management Accountants, with over 20 years' experience in the financial services industry. She joined the Finance and Planning team of Standard Life Investments in 2002 during which time she played a key role in Standard Life Investments’ contribution to the Group strategic review and demutualisation activities. Involved in the set up of Standard Life Wealth from 2007, she is now responsible for all activities within the finance function.
With 30 years investment experience in Private Banking and Investment Management, Richard has had a number of roles in different scales of operation. This includes a spell with a large UK clearing bank, including a one year secondment as Resident Banking Adviser at the Office of the Banking Ombudsman. In the 1990’s, he became directly involved with Private Client Investment Management with spells in a well known city firm of brokers and latterly with a large Wealth Management arm of a high street bank before joining Standard Life Wealth in 2007. Richard is a fully qualified Portfolio Manager and brings extensive experience of what is required to deliver a truly excellent investment .
David Sullivan joined Standard Life Wealth from ABN Amro Private banking in September 2007. David spent 10 years at ABN Amro, where he was a Senior Portfolio Manager responsible for looking after the portfolios of private clients, small institutional pension funds and charities. David was also responsible for providing the investment advice for several externally managed, publicly listed funds. David is an associate member of the UK Society of Investment Professionals, and a member of the Chartered Financial Analyst (CFA) Institute.
Before joining Standard Life Wealth in September 2010, Gregg Henderson was as a Senior Private Banking Manager with Lloyds TSB, responsible for managing the affairs of both private clients and corporate entities in the Midlands area. A graduate of Birmingham University, Gregg is a member of the Chartered Institute for Securities and Investment and holds Diplomas in Financial Planning (CII) and Investment Advice (CISI), coupled with a Certificate in Mortgage Advice.
Standard Life Wealth Ltd is a wholly owned subsidiary of Standard Life PLC. Standard Life Wealth's Head Office is 34th Floor, 30 St Mary Axe, London, EC3A 8EP.
The Standard Life Wealth business is dedicated to the provision of discretionary investment management services.