The new way to create client-led investment outcomes
At Standard Life we understand that you treat each of your clients as an individual. But creating individual investment outcomes can be time consuming and costly.
That’s why we’ve created Individually Managed Accounts on the Standard Life Wrap platform. With our new technology, you can work together with your investment manager to deliver individual investment outcomes for each of your clients.
The value of investments can go down as well as up, and could be worth less than originally invested.
Tax and legislation are likely to change. The information provided here is based on Standard Life's understanding of law and HM Revenue & Customs practice at the date of publication.
We’re delighted that the Discretionary Managers highlighted below will be using our IMA technology to offer a diverse range of portfolios, all tailored to your clients’ individual needs.
We’re working closely with other leading Discretionary Managers and hope to announce more soon.
Before you can access any portfolios, you will need to have an appropriate investment manager agreement in place with the Discretionary Manager.
Contact: Philip Valentine
07811 659 612
Contact: Tony Allan
0203 207 8003
Contact: Jim Stacey
01179 307 745
07712 485 394
Contact: David Muncaster
020 7667 6600
07738 697 154
Contact: Nick Rosenblatt
07789 030 990
Contact: Martin Coyle
0203 107 2968
07818 535 693
Contact: Iestyn Richards-Rees
07595 056 578
Contact: Josh Pedlar
0207 534 7628
There is no guarantee that any email will be received or will not have been tampered with. You should not send personal details by email.
If you think Individually Managed Accounts could be right for you and your clients, please get in touch with your usual Standard Life contact to discuss further.
If you don’t currently have an aligned Standard Life contact, please call 0345 272 6622 to arrange a call back.
Calls may be monitored and/or recorded to protect both you and us, and help with our training. Call charges will vary.