Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

abrdn plc

For shareholders, careers and company information.

Change country site
Login
HomeElevateInvestment solutionsManaged Portfolio Service

Managed Portfolio Service (MPS)

Offer your clients a hands-on investment experience with a wide range of assets

Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

Why consider Managed Portfolio Service?

We understand that advisers are facing increasing time pressures due to fast moving financial markets, regulatory demands and compliance obligations. Accessing an investment management service through Managed Portfolio Service (MPS) can help with some of these challenges, whilst keeping you in full control of the client relationship.

Buy, switch, or sell with ease

  • Managed Portfolio Service (MPS) technology means advisers can work more efficiently, with a simple process for buying, selling, and switching.

  • On the platform, you can simply select an MPS from the dropdown list of available investments to get started. Any buy or sell trade instructions are managed directly by the platform, which the need for any discretionary manager intervention.

  • MPS also makes cash management processes simpler. There’s no need to co-ordinate cash payments in and out of a model portfolio with the discretionary manager, and ongoing client administration is easier with straight through processing.
MPS adviser guide (PDF)

You can find out more about MPS in our guide.

Discretionary managers available through MPS

There are a range of discretionary managers available on Elevate. Before you select one, please contact the discretionary manager first to sign up to their terms. You can find contact details for our discretionary manager partners below.

Call charges will vary. There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.

Already with us?

Get in touch with your usual Elevate contact

Call us 0345 600 2399Log in to Elevate

Want to find out more?

If you'd like more information about Elevate's charges, speak to your usual abrdn contact. If you don't currently have an abrdn contact, please email:

Email : business.development@abrdn.comSign up online now

More Elevate information

Help & support

Find guides, FAQs and contact details if you need support. Our dedicated teams are here to help.

View our Elevate help centre

Charges and interest rates

Clear and simple charging tiers offering reduced fees if assets grow.

View all charges

Products

We offer a range of products. Review and manage them all in one place on Elevate.

View Elevate product range