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.
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.
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.
Visit our fund centre to access key MPS literature including factsheets, quarterly reports & portfolio commentary.
Explore our recent articles on market trends, investing, ESG and more.
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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.
Director of Operations
“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