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.
Eddy is currently Chief Investment Officer at Standard Life Wealth and Head of Investments for Standard Life. He has worked in the investment industry for the past twenty years. He started his career as a US equity analyst, then US equity fund manager with AEGON Asset Management before moving to SWIP as Product Development Director in 2001. More recently Eddy was Head of Investments for Lloyds TSB Private Banking for three years before joining Standard Life in May 2010.
David has extensive experience in the development and implementation of leading institutional investment solutions. He has played a key role in the development of the Standard Life Wealth investment approach since its earliest inception. With 19 years financial services and investment experience, David has occupied a number of business and strategy development roles including Head of Research and Product Development for Standard Life Investments.
A Chemist by degree, Richard began his financial career with a large UK Clearing bank where he saw a variety of roles, including a one year secondment as Resident Banking Adviser at the Office of the Banking Ombudsman. In the 1990s he became directly involved with Private Banking / Stockbroking with spells in a well known city firm of brokers and latterly with a large Wealth Management arm before joining Standard Life Wealth in 2007. Richard has 25 years of investment experience.
David joined Standard Life Wealth in May 2010 as Network Director from Lloyds Banking Group. He brings 28 years experience within financial services across Commercial, Personal and latterly, Private Banking. He has led relationship teams serving High and Ultra High Net Worth clients for the last 11 years and brings a very strong focus on ensuring the needs of the client are met. A 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.
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.
Call us on 0845 279 8880
