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.

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.

    See our office locations
  • Defaqto DFM Gold
    2022 Defaqto Gold Service Rating
  • Defaqto DFM Diamond
    2022 Defaqto 5 Diamond Rating for discretionary investment management
  • Award logo
    2023 Defaqto 5 Star Rating abrdn Bespoke Portfolio Management
  • PAM award

    PAM Awards 2021 & 2019 Winner: Sustainable Investment Solution

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.

“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