Meeting clients' needs
We want to deliver an outstanding level of service to our clients
We want to deliver an outstanding level of service to our clients. Whether it is working with them directly or with you, we aim to ensure that investments are aligned with other aspects of their financial lives.
We build individual portfolios for each client's goals. Unlike most other investment specialists, we offer access to varied and distinct styles of investing, under one roof. Our broad range of investment solutions gives clients extensive choice and flexibility.
What clients can expect
We aim to make investing as simple and straightforward as possible for your clients. We're committed to providing them with excellent service.
- They'll have a dedicated Client Portfolio Manager who's responsible for looking after their portfolio.
- We will work closely with you and your clients.
Should your clients decide to allocate a proportion of their assets to discretionary investment management from abrdn to manage, we want to make sure that you understand what services they're paying for. We're only too aware of the impact that costs can have on performance and believe that our simple charging structure differentiates us from many of our peers. We believe in clarity and transparency.
We apply our standard annual management fee on the value of your client's portfolio. This is a clean fee and is charged quarterly, in arrears. There are no initial or exit fees.
We'll send your clients regular, personalised reports, which detail their current portfolio valuation, cash and transaction statements, as well as investment performance.
Our Client Portfolio Manager will be available for regular face-to-face review meetings with both your clients and yourselves.
We will provide detailed annual reports to assist with the completion of your clients' tax returns.
We'll happily deal with all the major Self Investment Personal Pension (SIPP) and Offshore Bond providers, and provide ISA options via Standard Life Savings at no extra cost.