The value of investments can go down as well as up, and the investors could get back less than was paid in.

What is Managed Portfolio Service?

With Managed Portfolio Service you can access the expertise of discretionary managers through the abrdn Wrap platform.

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

Careers

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
Diversification

Increased efficiency and 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
Adviser platforms

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, 10% drops, transaction reporting)
  • Extra capacity to efficiently serve more clients

How it works

Read our guide on how to access the discretionary manager portfolios available on the Wrap platform.

View the guide

What’s next?

If you think Managed Portfolio Service could be right for you and your clients, please get in touch with your usual abrdn contact to find out more.

If you don’t currently have an aligned abrdn contact, please email business.development@abrdn.com.

Discretionary managers available on Wrap

Wrap hosts a wide range of portfolios from a number of discretionary managers. Choose from a diverse range of approaches; active, passive, income and ESG, available directly on the Wrap platform.

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.

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.

This list of available managers is correct as of August 2023.

More Investment solutions on Wrap

  • Multi-asset

    Multi-asset funds

    Easily invest across multiple asset classes to help achieve an optimal balance of risk and return.
    Explore multi-asset funds
  • Asset management

    Individually Managed Accounts (IMA)

    Financial planners and discretionary managers work together to deliver individual client outcomes.
    Learn more about IMAs
  • Personal

    Professional Portfolio Manager (PPM)

    Technology-driven in-house portfolio management helps optimise client outcomes and scale your advisory business.
    Find out more about Wrap PPM

More resources for advisers

 

  • Literature

    Help Centre

    Guides and videos to help you use Wrap
    Go to help centre
  • techzone

    Techzone

    Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
    Launch Techzone
  • Lightbulb

    Adviser Insights

    Articles that examine the trends, risks and opportunities facing the advice industry.
    Launch Adviser Insights

Get started with Wrap

Want to find out more?

If you’re new to abrdn or unsure who your aligned contact is, get in touch with our Business Development team.

Email: business.development@abrdn.com

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.

Sign up to Wrap

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.