About us

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

We are a discretionary investment 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, with offices in Edinburgh, London, Birmingham, Leeds and Bristol. We also have a presence in the Channel Islands with a further office located in Jersey.

Part of abrdn group

We provide discretionary investment management from abrdn. abrdn plc is listed on the London Stock Exchange and has approximately 1.2 million shareholders worldwide. It has a heritage stretching back over 180 years and has assets under administration of £534.6 billion*.

* All figures are as at 31 December 2020.


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 abrdn. 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

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 investment management sector.

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 proud of what we do and the way we do it, so we are pleased when industry awards recognise us. Here are some of the awards given to abrdn that endorse our client-focused approach.


PAM Awards 2021 Winner: Sustainable Investment Solution


PAM Awards 2020 Winner: Innovation category


2022 Defaqto Gold Service Rating


2022 Defaqto 5 Star Rating for discretionary investment management from abrdn Managed Portfolio Service


2022 Defaqto 5 Star Rating for discretionary investment management from abrdn Bespoke Portfolio Management


2022 Defaqto 5 Diamond Rating for discretionary investment management from abrdn Conventional Range

Investment week award winner

Investment Week Sustainable & ESG Investment Awards 2019 – Best ESG Wealth Manager / DFM Group


PAM Awards 2019 Winner: Sustainable Investment Solution

3D 2020 Awarded by ARC

The ARC 3D is an award provided by Asset Risk Consultants (ARC) which indicates that abrdn has committed to ARC's Investment Manager Research Programme.*

AKG award

AKG Financial Strength Rating Very Strong, B+

The ARC 3D is an award provided by asset risk consultants (arc) which indicates that abrdn has committed to arc's investment manager research programme. abrdn 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 abrdn's commitment to transparency.

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


Investment involves risk. - The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.