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

Why consider Elevate's Separately Managed Accounts?

We understand that advisers are facing increasing time pressures due to fast moving financial markets, regulatory demands and compliance obligations. Accessing an investment management service through Elevate Separately Managed Accounts (SMA) can help with some of these challenges, whilst keeping you in full control of the client relationship.

Buy, switch or sell with ease

Elevate's separately managed accounts technology means advisers can work more efficiently, with a simple process for buying, selling and switching SMAs.

On the platform, you can simply select an SMA from the dropdown list of available investments to get started. Any buy or sell trade instructions are managed directly by the platform, without the need for any discretionary manager intervention.

SMA also makes cash management processes simpler. There’s no need to co-ordinate cash payments in and out of a model portfolio with the discretionary manager, and ongoing client administration is easier with straight through processing.

You can find out more about Elevate’s SMA’s in our adviser user guide.

Discretionary managers available through Elevate SMA

There are a range of discretionary managers available on Elevate. Before you select one, please contact the discretionary manager first to sign up to their terms. You can find contact details for our discretionary manager partners below.

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.

We’re always improving

We’ll continue to add more separately managed accounts from other discretionary managers over time and will keep you informed about our plans. You can also check the Elevate platform to see the latest SMA options and features.

Platform updates

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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.