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

What are Separately Managed Accounts?

With Separately Managed Accounts 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 SMA

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 Separately Managed Accounts 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 call 0345 272 6622 to arrange a call back. Call charges can vary.

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.

SMA 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 October 2020.

More Investment solutions on Wrap

More resources for advisers

 

Already with us?

  • Get in touch with your usual Wrap contact
  • Call us: 0345 279 1001

Want to find out more about 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.