Meeting clients' needs

What you can expect as a client

Meeting clients' needs

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 flexible and dynamic investment approaches, 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 clients and we're committed to providing them with excellent service.

  • If clients choose to deal with us directly, they'll have a dedicated Client Portfolio Manager who's responsible for looking after their portfolio
  • Or, if they prefer, we can work closely with their professional adviser

Charging structure

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 clients regular, personalised reports, which detail their current portfolio valuation, cash and transaction statements, as well as investment performance and investment commentary.

Review meetings

Our Client Portfolio Manager will be available for regular face-to-face review meetings with you and your clients.

Tax packs

We will provide detailed annual reports to assist with the completion of your clients' tax returns.

Credit facility

We have an arrangement with Metro Bank which means your clients may be able to access a credit facility, secured against the value of qualifying assets held in their personal portfolio.

Other providers

We'll happily deal with all of the major Self Investment Personal Pension (SIPP) and Offshore Bond providers, and provide ISA options via Standard Life Savings at no extra cost.

abrdn commitment to the UK Stewardship Code


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.