This content is for Financial Advisers only, not customers. Not an adviser? Visit our customer site

Separately Managed Accounts (SMA)

Separately Managed Accounts on Elevate supports advisers to efficiently invest in outsourced model portfolio solutions for clients.

Why consider Elevate's Separately Managed Accounts?

We’ve developed our SMA technology to support advisers.

Elevate offers access to separately managed account solutions from a range of discretionary managers (DFM), allowing you to invest for clients efficiently and at scale in outsourced model portfolio solutions.

Remember: Investment returns aren’t guaranteed. The value of investments can go down as well as up, and your clients could get back less than they paid in.

Easier to manage

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 DFM 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 DFM, and ongoing client administration is easier too with straight through processing.

Which DFMs are available through Elevate SMA?

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

Calls may be monitored and/or recorded to protect both you and us, and help with our training. Call charges will vary. 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.

Contact: Jim Stacey or Julie Borthwick
Email: jim.stacey@email.aberdeenstandard.com / julie.borthwick@email.aberdeenstandard.com
Telephone: Jim 07712485394 / Julie 0131 2466740
Website:
www.aberdeenstandard.com/en/uk/adviser/fund-centre/myportfolio

Contact: Josh Pedlar
Email: enquiries@fefundinfo.com
Telephone: 0207 534 7628
Website: www.fefundinfo.com/en-gb/channels/financial-advisers/investment-management

Contact: Tony Allan
Email: tony.allan@lgtvestra.com
Telephone: 0203 207 8003
Website: www.lgtvestra.com/en/wealth-management/portfolios

Contact: Justine Randall
Email: justine.randall@tattonim.com
Telephone: 07393 766993

General Enquiries:
Email: enquiries@tattonim.com
Telephone: 020 7139 1470
Website: www.tattoninvestments.com/

Further information

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

Will more DFMs be available through Elevate SMA in the future?

We'll continue to add more Separately Managed Accounts from other DFMs over time. We will contact you when new DFMs have been added and you can also check the Elevate platform to stay up to date with new SMA options and features.

Explore Elevate’s features and benefits

The Elevate adviser platform helps you deliver high quality financial planning at scale. With a growing range of technology, features and investment options, there is much to discover.

document search

Due Diligence

You can read our Elevate Due Diligence guide to get a view of what our platform can offer you. Alternatively, you can contact us to discuss your particular needs.

bar graph

Extensive investment choice

Elevate offers a wide range of fund options, including a large collection of discounted share classes.

document and pen

Adviser content hub

A collection of helpful articles and expertise discussing news, risks and opportunities facing the industry.