MPS on Wrap
Including our list of DFMs available on Wrap
What is Managed Portfolio Service?
You retain full control over the relationship with your client while your chosen discretionary manager manages your client portfolios via our highly rated investment hub technology that has been specifically designed for investment professionals.
Potential Benefits of MPS
Improved client outcomes
- Mix and match portfolios from within a single tax wrapper to meet client’s multi-goal investment objectives
- Cost efficient ETI trading – only £1 per trade per client
- Transparent charges with separate advice and investment fees
- Portfolio specific statements to track performance and transactions
Increased efficiency & scale
- No need for client consent for changes to portfolio or rebalancing
- Full look through to Wrap with live portfolio valuations and transaction history
- Retain control of client relationship and financial planning with our on platform solution
Reduce business risk
- Separate user interface for investment managers allows you to focus on financial planning
- All MiFID reporting and disclosure facilitated by the Wrap platform (COBS statements, transaction reporting)
- Extra capacity to efficiently serve more clients
How it works
What's next?
If you don’t currently have an aligned abrdn contact, please email business.development@abrdn.com.
Discretionary managers available on Wrap
MPS portfolios are available from the discretionary managers listed below. Before you can access a model portfolio you must have an appropriate investment management agreement in place with the respective discretionary manager.
Here are the contact details of each discretionary manager as at March 2024.
abrdn
Jim Stacey 07712 485394 jim.stacey@abrdn.com www.abrdn.com/abrdnmps
A&J Wealth Management Ltd
Lucy Furnell 01628 480200 lfurnell@ajwealth-management.com www.ajwealth-management.com
AJ Bell Investments
Andrew Adshead 07872 685 390 Andrew.adshead@ajbell.co.uk www.investcentre.co.uk/contact-us
Albert E Sharp Investment Management and Stockbroking
Martin Pointer 01789 404000 martin.pointer@albertesharp.com www.albertesharp.com
Amber River
kellyknowles@amberrivermidlands.com
Arbuthnot Latham
Lee Jones 07767 111 738 Leejones@arbuthnot.co.uk www.arbuthnotlatham.co.uk/financial-advisers
Atomos Wealth & Financial Wellbeing
Nellis Kromhout 03301 656 600getintouch@atomos.co.uk atomos.co.uk
Blackfinch
Blackfinch Enquiries 01684 571 255 enquiries@blackfinch.com www.blackfinch.com
Bordier
sales@bordieruk.com 020 7667 6600 www.bordieruk.com
Bowmore Asset Management
Jonathan Webster-Smith 07776015468 jws@bowmoream.com www.bowmorewealth.com
BRI
Lawrence Fisher 01676 523550 lgf@brigroup.co.uk www.brigroup.co.uk
Brompton Asset Management
Jon Hodesdon 020 7045 0600 07836 758044 jhodesdon@bromptonam.com www.bromptonam.com
Brooks MacDonald Asset Management
Jonathan Webster-Smith 020 7408 5574 jws@brooksmacdonald.com www.brooksmacdonald.com
Brown Shipley
Michael Pos 0207 282 3220 ProductandPropositions@brownshipley.co.uk www.brownshipley.com
Cambridge Investments Limited
James Bruce 01223 365656 James@cambridgeinvestments.co.uk www.cambridgeinvestments.co.uk
Canaccord Wealth Management
Intermediary Team 020 7523 4597 intermediary@canaccord.com www.canaccordgenuity.com
Casterbridge Wealth
Keith Edwards 01722 466110 admin@casterbridgewealth.co.uk www.casterbridgewealth.co.uk
Charles Stanley
Adam Benzimra Head of Intermediary Sales 079 8949 1040
Laura Mathieson Telephone Business Development Manager 07989 704076 www.charles-stanley.co.uk/intermediaries
City Asset
Mark Palmer 07931 322429 mark.palmer@city-asset.co.uk www.city-asset.co.uk
Close Brothers Asset Management
Darren Saddler 020 7426 4187 darren.saddler@closebrothers.com www.closebrothers.com
Collidr Asset Management
Collidr 020 7426 4187 hello@collidr.com www.collidr.com
Crossing Point
Carl Hagger, Business Development Manager 07380 340298 Carl.hagger@crossingpoint.co.uk
EBI
01922 472226 enquiries@ebi.co.uk ebi.co.uk/
EQ Investors
Damien Lardoux 0207 488 7181 Positive@eqinvestors.co.uk www.eqinvestors.co.uk/dfm
Evelyn Partners
020 7189 9918 IFAServices@evelyn.com www.evelyn.com/financial-advisers/
Facet
Chris Fernyhough 01293 401293 admin@facetonline.co.uk www.facetonline.co.uk
Fairstone Private Wealth Limited
Imogen Hambly 01278 773 552 imogen.hambly@fairstone.co.uk www.marketstar.co.uk
FE Investments
David Scholes 0207 534 7685 david.scholes@fefundinfo.com www.fe-fundinfo.com
Fundamental
Stephen Drabwell 01923 713890 enquiries@fundamentalasset.com www.fundamentalasset.com
Fundhouse
Model Portfolio Client Team 0173 723 3979 mps@fundhouse.co.uk www.fundhouse.co.uk
Fusion Asset Management
Client Services Team 0207 802 2280 dfm@fusionam.com www.fusiondfm.com
GDIM
Tom Sparke 01954 234 383 tom.sparke@gdim.co.uk www.gdim.co.uk
Hawksmoor Investment Management
Jill Gill 01392 410 180 jill.gill@hawksmoorim.co.uk www.hawksmoorim.co.uk
HSBC
Kieran Daly 0203 354 93430 kieran.daly@hsbc.com www.hsbc.com/
Hymans Robertson
Joy Fraser 07507 336795 joy.fraser@hymans.co.uk www.hymansinvestmentservices.co.uk/
Invesco
Alan Campbell Sales Manager, EMEA Digital Distribution Mobile: 07783 170698 Direct line: 01491 416029 Alan.Campbell@invesco.com www.invesco.com
Rathbones (Investec)
Simon Taylor 077 2081 0327 MPSonplatforms@investecwin.co.uk www.investecwin.co.uk
ips capital
George Moorey-Denham 020 7469 6830 gmooreydenham@ipscap.com www.ipscap.com
King & Shaxson
Mark Tomlinson 020 7426 5967 mark.tomlinson@kasl.co.uk www.kingandshaxon.com
LGT Wealth Management
Adviser Solutions advisersolutions@lgt.com www.lgtwm.com
Liontrust
Mark Keogh 07962 365 365 Mark.keogh@liontrust.co.uk www.liontrust.co.uk
Londontyne
Markus Cassidy-Irvine 0203 167 4625 markusi@londontyne.com www.londontyne.com
Magnus Financial Discretionary Management
Margetts Fund Management
Client Services Team 0121 236 2380 admin@margetts.com www.margetts.com
Momentum
Jackson Franks 020 7618 1750 Jackson.franks@momentum.co.uk www.momentum.co.uk/financial-adviser
Montage Portfolio Management
Scott Mordrick 01245 506 000 scottm@montagepm.co.uk www.montagewealth.co.uk
Morningstar
Mark Watson 020 3194 1059 mark.watson@morningstar.com John Harper 020 3107 2907 john.harper@morningstar.com www.global.morningstar.com Target Market Assessment for Morningstar Managed Portfolios (PDF) Value for Money Assessment for Morningstar Managed Portfolios (PDF)
OCM Asset Management
Georgina Stone 01604 621467 dfmsales@ocmassetmanagement.co.uk www.ocmassetmanagement.co.uk
Octopus Investments
Oliver Wallin 020 7763153 Owallin@octopusinvestments.com www.octopusinvestments.com
Portfolio Metrix
David Chessell 07850 307670 info@portfoliometrix.co.uk www.portfoliometrix.com
Psigma Investment Management
Nick Grant 020 3327 5444 Nick.Grant@psigma.com www.psigma.com
PUMA Investments
020 7408 4070 advisersupport@pumainvestments.co.uk www.pumainvestments.co.uk
Quilter Cheviot Investment Management
Platforms Team 020 7220 7103 platforms@quiltercheviot.com www.quiltercheviot.com
Radiant Asset Management
Peter Thompson 07590 426 272 Peter.Thompson@radiantasset.co.uk www.radiantasset.co.uk
RBC Brewin Dolphin
Intermediary Sales Support Team 0203 201 3520 SalesSupport@brewin.co.uk www.brewin.co.uk
Redmayne Bentley
Lawrence Fisher 0344 259 0001 dfm@redmayne.co.uk www.redmayne.co.uk
Rockhold
Stacey Ash 07596 327470 sash@adviserservices.co.uk www.rockholdinvest.co.uk
RowanDartington Signature
Richard Mutton 07739 732 726 r.mutton@rdsignature.co.uk www.signature.co.uk
Sarasin & Partners
Christopher Cade 020 7038 7064 uksales@sarasin.co.uk www.sarasinandpartners.com
Schroders
Gillian Hepburn UK Intermediary Solutions Director Gillian.Hepburn@schroders.com 07860 474 528
Sparrow Capital
Square Mile Investment Services
Jamie Farquhar 0777 622 4408 jamie.farquhar@squaremileresearch.com www.squaremileresearch.com
Stellar
T.Bailey
Kevin Payne 07899 661 220 contact@tbaileyam.co.uk tbaileyam.co.uk/
Tatton Investment Management
Tatton Investment Managment Limited Justine Randall - Sales Director 07393 766993 justine.randall@tattonim.com www.tattoninvestments.com
Tavistock Wealth
Ben Raven 01753 867 000 ben.raven@tavistockwealth.com www.tavistockwealth.com
Thornbridge
Alex Brandeth 0161 5183500 Alex.Brandreth@lunaim.com www.thornbridge.com/
Thorntons Investments
David Holmes 01382 797600 dholmes@thorntons-investments.co.uk www.thorntons-investments.co.uk
Tideway
James Brooks 020 3178 5982 James.Brooks@tidewayinvestment.co.uk www.tidewayintermediaries.co.uk
Time Investments
Beth Ward, Strategic Partnerships Manager bward@time-investments.com TIME Investments
Timeline Portfolios
Karthica Underwood 020 3427 5467 Info@timeline.co www.timeline.co
Tribe Impact Capital
Christopher Toy, Wealth Manager 0203 745 5571 christophert@tribeimpactcapital.com Aaron Gaide, Wealth Manager 0203 745 5742 aarong@tribeimpactcapital.com https://tribeimpactcapital.com/
Vanguard
Guy Wickramanayake 0203 753 5172 guy.wickramanayake@vanguard.co.uk www.vanguard.co.uk
Vartan Ravenscroft
Kevin Mordrick 01733 315155 clientservices@vartan.ravenscroft.com www.vartan-ravenscroft.com
Verbatim Asset Management
Vintage Asset Management
Edwards Hands 020 7989 3110 Direct Tel: 020 7989 3120 edward@vintageassetmanagement.co.uk www.vintageassetmanagement.co.uk
Voyager Asset Management
Josh Grootenhuis 0800 160 1608 josh.grootenhuis@voyageram.co.uk www.voyageram.co.uk
Waverton Investment Management
Steven Iffland 020 7484 7439 Siffland@waverton.co.uk www.waverton.co.uk Waverton Consumer Duty Supplement for Discretionary Services (PDF)
Whitechurch Securities Ltd
Steven Iffland Direct Line: 0117 452 1216 Head Office: 0117 452 1206 Email: catriona.evans@whitechurch.co.uk Phil Miller, Business Development Manager Mobile: 07880 385457 Head Office: 0117 452 1206 Email: Phil.Miller@whitechurch.co.uk
7iM
Peter Crews 020 3823 8794 peter.crews@7IM.co.uk www.7im.co.uk
8AM Global
Paul Hogg 0203 327 3277 portfolios@8amglobal.com www.8amglobal.com
Call charges will vary. There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.
More investment solutions on Wrap
Ready-made investment solutions
If you decide to outsource your investment proposition, we can provide the support you need.
Build your own investment solutions
If you decide to build and manage your own model portfolios, we can provide the support you need.
More Wrap information
Help & support
Find guides, FAQs and contact details if you need support. Our dedicated teams are here to help.
Charges & interest rates
Reductions to Wrap's rate card and a new, simplified pricing structure can help you deliver more value to clients.
Products
Wrap offers a variety of products to help your clients' save for the future.
Ready to sign up?
If you want to sign up to Wrap you just need to complete our online form, we’ll do the rest.
Want to find out more?
Contact our business development team to discuss your needs and how we can help.