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.
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Key literature and prices
Visit our fund centre to access key literature including monthly reports and latest prices.
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Login to your client portal
Have your login details ready, to view your personal client account.
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Supporting Advisers to meet the Consumer Duty rules
We have practical support available for advisers to make complying with the Consumer Duty as easy as possible.
Contact us for more information
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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.
discretionary@abrdn.com -
Visit us
With offices across the UK & Jersey, contact us to make an appointment to meet one of our team.
See our office locations
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2022 Defaqto Gold Service Rating
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2022 Defaqto 5 Diamond Rating for discretionary investment management
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2023 Defaqto 5 Star Rating abrdn Bespoke Portfolio Management
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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.
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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.
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 full teamarrow_forward
“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.
More on sustainable investingarrow_forward