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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.

2017 Defaqto 5 star rating for Standard Life Wealth's Managed Portfolio Service

Website: www.defaqto.com

2017 Defaqto 5 star rating for Standard Life Wealth's Bespoke Portfolio Management

Website: www.defaqto.com

2014 WealthBriefing European Awards: Investment Management Awards, Private Investment Manager

 

2013 Incisive Media Gold Standard for Discretionary Portfolio Management

Website: www.incisivemedia.com

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

About us

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  • Monday to Friday08:30 - 17:30

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