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 Aberdeen contact, please email business.development@aberdeenplc.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.
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. You can request a demo of our platform as part of an initial conversation.