About us

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 group 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.

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 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.