Investments

Explore our range of investment solutions and technology

We know you want to deliver results for clients. That’s why our range of investment tools and services can help you support them towards growing their savings.

Read on to find out what we can offer you today.

Please remember with any investment, the value can go down as well as up and may be worth less than originally invested.

Individually Managed Accounts

Supporting you to deliver client led investment outcomes without the need for continued intervention.

  • Automatic funding ISA from GIA, saving you time and effort.
  • Next-generation automation helps cut down on admin.
  • Automatic tailoring of portfolios to individual client needs.

 

Explore Individually Managed Accounts

 

Professional Portfolio Manager

Enabling you to scale your advisory investment process and serve more clients with more investment solutions in a more efficient way.

  • For clients who have multiple investment goals.
  • Automatic rebalancing with efficient exception handling process.
  • Enhanced client view with model portfolio specific statements to track model performance and transactions.


Explore our Professional Portfolio Manager

Separately Managed Accounts

Offer your clients a hands-on investment experience with a wide range of assets.

  • Managed on your client’s behalf by investment professionals.
  • Advisers keep full control over the relationship with your client.
  • Clients can invest towards a number of personal goals.


Explore Separately Managed Accounts for Wrap   
Explore Separately Managed Accounts for Elevate   

 

Multi-Asset Funds

This is designed for clients who need a simple way to start their investment journey.

  • Our lower-cost, lower-risk solution.
  • Invest in a range of diverse portfolios.
  • Risk management and automatic rebalancing.


Explore our multi-asset funds   

How can I find out more?

Already an existing Standard Life Wrap or Elevate user? Please contact your Standard Life contact.

If you don't have a contact or do not currently use one of our platforms please call us on 0345 272 6622 or email us at telephony_distribution@standardlife.com.

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