The Great Wealth Transfer: practical help for advisers
From family ecosystems to the sustainability factor, Dave Fewtrell navigates the risks and opportunities of intergenerational wealth transfer.
Managed Portfolio Service
Looking for a reliable investment partner? We're with you all the way.
Contact usRisk warning
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.
You plan their journey, we'll run their investment engine.
More choice for your client, more support for you.
We can help make investing easier for your clients, whatever their risk appetite. Our multi-asset investment Manager Portfolio Service (MPS) solutions are designed to align with your financial advisory process so you can meet your clients’ investment preferences. More choice for your clients, more time for you to advise them, because our experienced portfolio team will manage the investment process for you.
Whatever their needs, preferences or investment beliefs, our choice of multi-asset, risk-rated managed portfolio services can help you satisfy your clients’ requirements.
Our approach has been designed to complement your financial planning process. Our portfolios are aligned to most of the major risk profiling tools and regularly reviewed to ensure that they remain risk appropriate. Our service can be shaped to better fit your firm’s requirements and ensure you and your clients enjoy an excellent investment experience.
Efficient, effective and cost conscious portfolio management.
Investment strategies that complement your financial planning.
Our Managed Portfolio Service helps your clients achieve their investment goals with a choice of three investment strategies: passive management, combined active and passive, plus a sustainable offering focused on environmental, social and governance (ESG) considerations. Each of these options consist of five multi-asset risk-aligned models benefitting from highly diverse asset allocation and rigorous fund selection processes.
MPS Literature
Visit our fund centre to access key MPS literature including factsheets, quarterly reports & portfolio commentary.
Related Insights
Explore our recent articles on market trends, investing, ESG and more.
Support to meet the Consumer Duty rules
We have practical support available to make complying with the Consumer Duty as easy as possible.
Contact us for more information
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.
See our office locationsA service that you and your clients can trust
At abrdn, we put you and your clients at the heart of everything we do. Great outcomes for them and a great experience for you.
Working in partnership with abrdn will free-up more of your time. Allowing you to focus your energy on looking after your clients whilst we do the heavy lifting behind the scenes.
Greater efficiency
A more consistent, responsive process implemented via our discretionary permissions, means less fuss for clients and greater efficiency for you.
Reduced costs
Our economies of scale, cost conscious approach and judicious fund selection help to maximise your clients net returns.
More time with your clients
Without the obligations and responsibilities of portfolio management, your free to give your clients what they really value…you.
Less business risk
Our additional resource, expertise and processes can help mitigate unnecessary business risk.
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Director of Operations
Financial Advice Provider
“When we decided to outsource our portfolio management, we were seeking a fair price, steady investment performance, reliable service and a trustworthy partner…this is what abrdn has provided”
Director of Operations
Financial Advice Provider