Helping clients

Overview

Clients and their interests are a key consideration in everything that we do. Our commitment to delivering valuable propositions, exceptional service, and best practices underpins both our success and our responsibility as a trusted partner.
Read our Responsible Business Update 2024 to see how we meet our responsibilities.

In 2024, we expanded our Client Office function to further support our client relationships and our approach to servicing our clients’ needs. As at December 2024, the business has 678 investment managers and 122 financial planners.

Funds under management

£109.5bn

Investment managers

678

Financial planners

122

Our approach

Client service, experience and products

We develop a clear view of clients’ evolving needs, preferences, and behaviours through ongoing client engagement.

We look at clients not just by how much wealth they have, but also by lifestage (e.g. young professionals, retirees, family offices) to deliver relevant, personalised services.

Throughout 2024, we have continued to focus on understanding client needs so we can tailor the client experience, product offerings, and distribution channels.

Responsible marketing

We uphold strong standards for our marketing, focusing on responsible selling practices and personalised advice. Our approach adheres to the Financial Conduct Authority’s (FCA) guidelines and integrates Consumer Duty principles.

Following our integration with Investec Wealth & Investment UK (IW&I UK) we continued to improve our approach and focus on fair treatment. In 2024, we provided training on areas that included anti-greenwashing and supporting vulnerable clients.

Get support with consumer duty

Responsible investment and stewardship

Responsible investment is key to our thoughtful and active approach to investment. We focus on four key areas:

Environmental, social, and governance (ESG) integration
Engagement
Voting
Transparency.

With this approach, we aim to deliver good financial outcomes and create value for our clients. We also make a positive contribution to society as responsible stewards of our clients’ wealth.

Learn more about responsible investment

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Helping clients

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