We are a discretionary fund manager, focused on providing the best possible financial outcomes for our clients.
To achieve this, we offer a comprehensive range of outcome-focused solutions. This provides clients with both choice and flexibility and allows us to build portfolios that satisfy a variety of goals and appetite for risk.
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.
We're a wholly owned subsidiary of Standard Life Investments (Holdings) Limited, whose parent company is Standard Life Aberdeen plc. It has a heritage stretching back over 180 years and has assets under administration of over £655 billion*. Standard Life Aberdeen plc is listed on the London Stock Exchange and has approximately 1.2 million individual shareholders worldwide.
*All figures are as at 31 December 2017.
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.
We are in the unique position of being able to combine our portfolio management expertise and analysis with that generated by Aberdeen Standard Investments. 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.
We can address a broad range of client needs; from those looking for a smoother investment journey or to match a specific liability, to those aiming to outperform a specified benchmark or a whole-of-market, fully diversified portfolio. We can also offer clients access to sustainable, responsible and ethical investment solutions if this is a consideration for them. Such an all-encompassing suite of investments options is a relatively rare find in the discretionary fund management sector.
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.
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
AKG Financial Strength Rating
Very Strong, B+
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.