• About us

About Standard Life Wealth

We are a discretionary fund manager, focused on providing the best possible financial outcomes for our clients.

To achieve this, we offer two distinct but complementary investment approaches; Target Return and Conventional. This provides clients with both choice and flexibility and allows us to build portfolios that satisfy a variety of client goals and appetite for risk.

In this video, Richard Charnock, CEO of Standard Life Wealth, introduces our business. Our Managing Directors, David Driver and Caroline Tye, explain our two distinct investment approaches.

 

We have extensive experience working directly with private clients, as well as financial advisers, accountants, solicitors, trustees and charities, both in the UK and internationally. To make investing with us as straightforward as possible, we have a network of investment professionals conveniently located across the UK. Our offices are in Edinburgh, London, Birmingham, Leeds and Bristol. We also have a presence in the Channel Islands.

Standard Life Wealth is a wholly owned subsidiary of Standard Life Investments (Holdings) Limited, one of the UK’s leading asset managers. We share a close link with our parent, leveraging its institutional investment capabilities and its global research for the benefit of our clients. At the same time, we also have complete freedom to select funds and securities from the whole of the market.

Here are a few of the key strengths that we believe underpin our business.

Performance

Clients can take comfort from our long-term track record, where our quality investment solutions and world-class investment expertise are focused on providing consistent and positive outcomes.

Investment expertise

We are in the unique position of being able to combine our portfolio management expertise and analysis with that generated by Standard Life Investments, our parent company. This allows us to offer institutional-quality investment management capabilities that are not usually available to private clients. This exceptional research coverage allows us to scour the globe for the most compelling opportunities to include in our portfolios.

Breadth of offering

Our ability to deploy both Target Return and Conventional investment approaches is a relatively rare find in the discretionary fund management sector and means we have a solution to suit a diverse range of client objectives. We can also offer clients access to sustainable, responsible and ethical investment solutions if this is a consideration for them.

Exceptional client service

We put clients first. This commitment drives our team of experts to diligently care for clients’ assets with the aim of delivering excellent performance and outstanding service.

Independent endorsement

We are pleased when the industry recognises us for our excellent service offering. Here are some of the awards that endorse our client-focused approach.

2018 Defaqto 5 star rating for Standard Life Wealth's Managed Portfolio Service - www.defaqto.com

2018 Defaqto 5 star rating for Standard Life Wealth's Bespoke Portfolio Management - www.defaqto.com

The ARC 3D is an award provided by Asset Risk Consultants (ARC) for Standard Life Wealth’s commitment to the principles of transparency, engagement and integrity.

PAM Awards 2018 Finalist: Quality & Clarity of Reporting - Non-Custodian

2016 Charity Times Awards: Best 'Boutique Investment Management' award - www.charitytimes.com

The ARC 3D is an award provided by Asset Risk Consultants (ARC) which indicates that Standard Life Wealth has committed to ARC's Investment Manager Research Programme. Standard Life Wealth has provided ARC with all the necessary information and fulfilled ARC's 3D Criteria to complete the due diligence programme. The Criteria are satisfactory completion and maintenance of ARC's Due Diligence Questionnaire; provision of real client performance Data allowing ARC to observe the typical client experience; and a Demonstration of the quality of the people behind the investment philosophy and process. ARC's 3D Award is not a rating or an endorsement of the managers' suitability for a particular client, mandate, or introducer; instead it is a validation of Standard Life Wealth's commitment to transparency.

As with any investment, the value can go up or down, and may be worth less than you paid in.

About us

Contacting us is easy

Call us on 0345 279 8880

  • Monday to Friday08:30 - 17:30

You will be connected to a member of our team. They will be happy to help answer any questions you may have.

Let us call you back

Please complete as many fields as possible, the fields marked with * are required.

Private Clients

Financial Advisers

Professional Connections

Charities