The value of investments can go down as well as up, and your clients could get back less than they paid in. Laws and tax rules may change. Tax treatment will depend on individual circumstances, including where your clients live in the UK. This information is based on our understanding at September 2021.

Benefits of Individually Managed Accounts

At abrdn we understand that you treat all your clients as individuals. But creating individual investment outcomes can be time consuming and costly.

Through Individually Managed Accounts (IMA), financial planners and discretionary managers can now create individual client outcomes at scale, without expensive manual interventions.

Careers

Improved client outcomes

  • Multi-goal, multi-tax wrapper financial plans for pre and post retirement needs
  • Maximise tax allowances and minimise tax liability through CGT strategy, auto-ISA allowance, asset ranking across ISA and GIA and integrated tax wrapper withdrawal plan
  • Take account of client-led investment restrictions and exclusions
  • Transparent charges with the option for ‘pay as you go’ investment fees
Diversification

Increased efficiency and scale

  • Automated processes reduces manual intervention, enabling you to cater to individual client needs at scale
  • Retain control of client relationship and financial planning with on platform mandates
  • Consolidated valuation and performance reporting
Adviser platforms

Reduce risk

  • Create capacity by servicing the individual needs of all client segments from a single platform proposition
  • Segregated access and user interface for investment professionals
  • Use a single proposition view for custody, trading, settlement, CASS and regulatory disclosures and reporting on platform

What’s next?

If you think Individually Managed Accounts could be right for you and your clients, please get in touch with your usual abrdn contact to discuss further.

If you don’t currently have an aligned abrdn contact, please call 0345 272 6622 to arrange a call back. Call charges can vary.



ASC



Contact: Jim Stacey
01179 307 745
07712 485 394
jim.stacey@abrdn.com
www.abrdn.com/investmentsolutions

Albermarle logo

Contact: Eleanor Williams
07791 565 006
eleanor.williams@aspim.co.uk

Bordier 1844

sales@bordieruk.com
020 7667 6600

Brooks Macdonald

Contact: Andrew Rockey
Andrew.rockey@brooksmacdonald.com

Contact: Christopher Bishun, CFA
Christopher.bishun@brooksmacdonald.com

FE Investments

Contact: Josh Pedlar
0207 534 7628
Josh.Pedlar@fefundinfo.com

LGT vestra

Contact: Tony Allan
0203 207 8003
tony.allan@LGT.com

Mercer

Contact: Nick Rosenblatt
07789 030 990
nick.rosenblatt@mercer.com

Morningstar

Contact: Martin Coyle
0203 107 2968
07818 535 693
martin.coyle@morningstar.com

Sanlam

Contact: Philip Valentine
01732 227830
07811 659 612
Philip.valentine@sanlam.co.uk

Contact: Iestyn Richards-Rees
07595 056 578
iestyn.richards-rees@sarasin.co.uk

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