Anderson Strathern Asset Management

What Anderson Strathern Asset Management does

Anderson Strathern Asset Management Limited (ASAM) is a Scotland-based, FCA-regulated (FRN 552925) independent wealth management firm founded in 2011 as the financial services arm of the Anderson Strathern group. Operating from four offices (Edinburgh, Glasgow, East Lothian and Shetland) with a team of 21 advisers, fund managers and support staff, the firm delivers financial planning, pensions, protection, estate and inheritance tax planning, investment management and a flagship Discretionary Fund Management (DFM) service built around five core model portfolios plus income and ethical variants.

ASAM's revenue model is fee-based across two principal streams: professional services fees for comprehensive financial planning (retirement, IHT, protection, tax-efficient investing) and recurring asset-based fees on managed portfolios. The firm invests client capital across equities, fixed income, alternatives and property via actively selected external funds, and provides access to specialist tax wrappers (EIS, VCT, AIM, BPR-qualifying investments) for inheritance tax and tax-efficiency planning.

Its go-to-market is relationship-led: built on warm referrals from Anderson Strathern LLP and other professional intermediaries, supported by content marketing and thought leadership in publications including The Scotsman and Wealth Briefing. Target segments span high-net-worth individuals and families, business owners, and charities and trusts across Scotland, with whole-of-market independent status and integrated legal/tax capability through the parent LLP cited as primary differentiators against both large consolidators and other regional IFAs. Leadership transitioned in March 2026 with the appointment of Arlene Ewing as Managing Director, signalling an explicit growth phase.

Name

Anderson Strathern Asset Management

Legal name

Anderson Strathern Asset Management Limited

Website

https://andersonstrathernam.co.uk

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Anderson Strathern Asset Management is a Scotland-based, FCA-regulated independent wealth manager serving high-net-worth individuals, families, business owners, charities and trusts with financial planning, discretionary fund management and inheritance tax advisory services across four Scottish offices.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Wealth management services
• Financial planning advice
• Discretionary fund management
• Investment management services
• Pension and estate planning

Headquarters

HQ city

Edinburgh

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning Fees: Fees for comprehensive financial planning services including retirement planning, tax-efficient investments, financial protection, and inheritance tax planning
2. Discretionary Fund Management (DFM): Flagship DFM service combining investment management expertise with financial planning advice. Actively managed model portfolios across five core models with additional income and ethical consideration models
3. Investment Management: Investment management fees for constructing and managing tailored investment portfolios, including access to specialist products such as EIS, VCT, IHT mitigating products and AIM

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Anderson Strathern Asset Management provides independent financial advice and investment management services to individuals, families, business owners, charities and trusts across Scotland. Its core offering combines holistic financial planning (covering pensions, protection and inheritance tax) with discretionary fund management, managing client assets across model portfolios spanning equities, fixed income, alternatives and property, with access to specialist tax-efficient products such as EIS, VCT, AIM and Business Property Relief investments.

Product overview

Anderson Strathern Asset Management (ASAM) operates as an independent wealth management firm offering an integrated suite of financial services. The core offering combines Financial Planning with Discretionary Fund Management (DFM) as the flagship service, supported by specialist capabilities in Pensions, Protection, and Estate Planning/Inheritance Tax. The DFM service manages client capital across five core model portfolios plus income and ethical variants, investing in equities, fixed income, alternatives, and property through actively managed external funds. The firm also provides access to specialist investment products including Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT), and AIM investments for tax efficiency purposes.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Holistic financial planning service covering pension and retirement planning, tax-efficient investments, financial protection and inheritance tax planning, tailored to individual circumstances and life goals.
• Pensions Pension and retirement planning service including consolidation of pension arrangements, assessment of contribution levels, and advice on tax-efficient means of accessing pension benefits at retirement.
• Protection Financial protection products including critical illness cover, income protection and life assurance policies designed to provide financial support to families in the event of death, illness or loss of income.
• Estate Planning and Inheritance Tax Estate planning service focused on passing wealth to beneficiaries in a tax-efficient manner, including use of trusts, gifting strategies, Business Property Relief investments and coordination with legal colleagues for comprehensive tax services.
• Investment Management Investment management service offering bespoke investment strategies tailored to client risk profiles, time horizons, ESG preferences and tax positions, with access to in-house discretionary fund management and an external investment management panel including specialist tax-efficient products such as EIS, VCT, IHT-mitigating products and AIM investments.
• Discretionary Fund Management (DFM) Flagship discretionary fund management service combining investment management expertise with financial planning advice, managing client capital across equities, fixed income, alternatives and property through actively managed external funds across five core model portfolios with additional income and ethical consideration models.

Quantifiable outcome

• Built over £270 million in assets for clients

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Three partnerships are on record, tiered supporting and core.

• Standard Life Savings LimitedsupportingTechnology or IntegrationProvides client portal access for ASAM clients to view and manage their Standard Life investments. Portal link provided on ASAM website for client access.
• Seven Investment Management LLP (7IM)supportingTechnology or IntegrationProvides client portal access for ASAM clients to view and manage their 7IM portfolios. Portal link provided on ASAM website for client access.
• Anderson Strathern LLPcoreStrategic or Co-development PartnerParent law firm providing comprehensive suite of legal and tax services. ASAM benefits from shared office locations, brand association, and ability to offer integrated financial and legal advisory services. Clients benefit from full end-to-end services in the market.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• 7IM (Seven Investment Management): UK discretionary wealth manager offering multi-asset model portfolios and DFM for advisers and direct clients. ASAM uses 7IM as a portfolio platform partner, and the two firms are directly comparable on DFM model construction and multi-asset portfolio delivery for HNW clients.
• Quilter Cheviot: Discretionary investment management arm of Quilter plc serving HNW and UHNW clients across the UK with bespoke portfolios and financial planning. Closest large-firm comparable to ASAM's integrated DFM + planning dual-led model.
• JM Finn & Co: UK boutique discretionary investment manager serving private clients, families, trusts and charities with bespoke portfolios. Closest boutique peer to ASAM on DFM focus, HNW client mix and relationship-led service model.
• Walker Crips Wealth Management: UK wealth manager providing discretionary and advisory investment management, financial planning and pension services to HNW individuals and trustees. Comparable mid-sized UK peer to ASAM on integrated DFM + planning services and charity/trust client focus.

Broad incumbents

• Brooks Macdonald: UK wealth management group offering discretionary fund management and financial planning to private clients, intermediary partners and charities. Overlaps with ASAM on DFM and HNW/charity client mix, with comparable integrated planning capability at national scale.
• Cazenove (part of Schroders Wealth): UK wealth manager within Schroders providing discretionary investment management, financial planning and advice to HNW individuals, families and charities. Comparable to ASAM on bespoke DFM, estate planning focus and family-office style advisory.
• Rathbones Group: One of the largest UK wealth managers offering investment management, financial planning and advisory services to individuals, charities and trusts. Overlaps with ASAM on HNW investment management and charity trust clients but at materially greater scale and geographic reach.
• Evelyn Partners (formerly Tilney): UK wealth management and professional services group formed via the Tilney/Smith & Williamson merger, offering investment management, financial planning and tax services. Directly comparable to ASAM on the integrated wealth + professional services model, but at substantially larger scale.
• Charles Stanley: UK wealth manager providing discretionary portfolio management, advisory and financial planning services to private clients, charities and trustees. Operates a similar DFM + planning model to ASAM but with significantly larger AUM and national footprint.

Others

• Standard Life Savings (Abrdn wrap): UK wrap/platform business used by advisers including ASAM to host client portfolios. While not a direct competitor on advice, it is the primary technology/operating partner for ASAM's wrap-based client portfolios and is materially integrated into the firm's distribution model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/asam_wealth

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Anderson Strathern Asset Management