Full Discretionary Service

For greater choice and flexibility, aligned with your investment goals.

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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.

LGT to acquire discretionary fund management business of abrdn in the United Kingdom

As announced on 28th February 2023, and subject to regulatory approval, LGT, the international private banking and asset management group owned by the Princely Family of Liechtenstein, will acquire the bespoke (core) business of abrdn Capital Limited, its Discretionary fund management business, later in the year.

We will become part of the UK business – LGT Wealth Management, who already employ 475 people and successfully manage circa £22bn for private clients, companies, charities and trusts.

As a result of this news there will be no change to your Client Portfolio Management team. Please be assured that our focus remains on delivering high quality outcomes for your clients and that, as ever, we are working hard to ensure your investments are well positioned and actively managed.

For more information please visit https://www.abrdn.com/corporate/media-centre/media-centre-news-article/agreement-to-sell-discretionary-fund-management-business

Helping you reach your investment goals

Together we will work to grow & preserve your wealth

To meet your individual goals and appetite for risk; we create portfolios and when you entrust your wealth to us, it is ultimately your aspirations that we are working to achieve.

Our investment approach is flexible and dynamic, underpinned by key principles of:

  • Client driven, outcome orientated - Helping you achieve your desired investment outcomes drives everything we do. Whether a solution aligned to income, growth or both – our aim is to always stay relevant to your needs.
  • Active and forward thinking - We take an active and research-intensive approach. Continually striving to be innovative to develop ways to deliver next-generation investment solutions to clients.
  • Global reach - By actively investing on a global basis and across asset classes, we believe we can offer you the best opportunity to increase your wealth, consistently and over the long term.

You may wish to reflect your beliefs and values in the investments you hold. We have a range of options that include sustainable investing and believe by investing sustainably and responsibly, we can make a difference for our clients, society and the wider world – while still delivering financial returns.

Our aim is to lead by example. We strive for the same high standards in our own operations as we expect, indeed demand, from investee companies.

Key literature and prices

Visit our fund centre to access key literature including monthly reports and latest prices.

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Supporting Advisers to meet the Consumer Duty rules

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Contact us for more information

By phone
Telephone lines are open 9am to 5pm Monday to Friday.
0345 279 8880
Email us

Send us an email and the relevant member of our team will respond.


Visit us
With offices across the UK & Jersey, contact us to make an appointment to meet one of our team.
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Why choose our full discretionary service?

Dynamic & flexible, global investing with a personal touch

Our team is dedicated to keeping you fully informed and up to date. We’re quick to respond whenever changes in strategy may be required and are always happy to discuss your investment goals.

Range of investment solutions
Which can be tailored to your objectives & values.
Dedicated Portfolio Manager
They are available for regular face-to-face review meetings either in person or online.
Keeping you informed
Regular, personalised reports and access to your own personal client portal.
Global reach
Extensive resources at our disposal through abrdn’s global footprint.
Tax support
Portfolio tax packs with all the information you need enabling you to complete your tax returns easily.
Straightforward charging
Simple charging structure that’s easy to understand, with an emphasis on clarity and transparency.

Literature downloads

Meet our talented team

We have over 140 team members across the UK & Jersey.

Our team includes experienced investment professionals & dedicated Client Portfolio Managers.

Meet the team

Andrew Patrick

Head of Investments Discretionary, abrdn

“The world faces many environmental and social challenges: poverty, pollution, climate change, rising inequalities, and more. We know that many investors would like to find a way to tackle these problems through their investment choices. Equally, as investment managers, we believe we have a role to play in helping address these issues. This belief led to the creation of our Global Impact Strategy.”

Andrew Patrick

Head of Investments Discretionary, abrdn

Sustainable investing

Invest today, change tomorrow.

Investing for a better future is our vision. It’s ingrained in everything we do, so that we can aim to generate the best long-term investment outcomes for all of our clients.

Sustainable investing