Investment Proposition Development Lead - Retail
Current
Jun 2023 - Present
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Andy M. Email & Phone Number
Delivering a life of possibilities for our SL customers
at
Standard Life UK
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✓ Verified July 2026
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Current company
Role
Delivering a life of possibilities for our SL customers
Location
Gullane, Scotland, United Kingdom
Who is Andy M.? Overview
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Andy M. is listed as Delivering a life of possibilities for our SL customers at Standard Life UK, based in Gullane, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Andy M..
Andy M. previously worked as Investment Proposition Development Lead - Retail at Standard Life Uk and Head of Investment Proposition at M&G Wealth. Andy M. holds Bachelor’S Degree, History from The University Of Edinburgh.
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Standard Life UK
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Profile bio
About Andy M.
Experienced investment professional with a demonstrated history of delivering innovative investment propositions from concept to operational launch including multi-asset funds and models, on a variety of UK platforms. Key examples: Proposition lead for M&G’s PruFund Planet 🌎 and Aberdeen Standard Capital’s Enhanced Diversification range. Relevant professional certifications include Certificate in ESG Investing from CFA UK, plus Private Client Investment Advice & Management from CISI.
Listed skills include Portfolio Management, Product Development, Project Management, Discretionary, and 6 others.
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Andy M.'s current company
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6 roles
Andy M. work experience
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Head Of Investment Proposition
Jul 2021 - Jun 2023
Investment Solutions Manager
I am pre-dominantly focused on supporting existing and new ESG initiatives including; - Partnering with Investment and Marketing teams to develop messaging, competitive positioning and sales force training on ESG- Leading the development of new ESG fund ranges including liaising with Investment teams on portfolio construct, building block selection and mandate definition- Leading the market testing of new ESG fund ranges with key distributors, ratings agencies and internal sales… Show more I am pre-dominantly focused on supporting existing and new ESG initiatives including; - Partnering with Investment and Marketing teams to develop messaging, competitive positioning and sales force training on ESG- Leading the development of new ESG fund ranges including liaising with Investment teams on portfolio construct, building block selection and mandate definition- Leading the market testing of new ESG fund ranges with key distributors, ratings agencies and internal sales teams. Also experienced at utilising external research agencies for ESG research to inform product development and marketing. Show less
Oct 2018 - Jul 2021
Proposition Manager
Proposition specialist within the discretionary investment management division of Standard Life Investments. Responsible for the full proposition lifecycle; idea generation, product design, governance, technical input to sales & marketing activity. Experience of a range of mandate types from traditional to new active multi asset, via a variety of structures including segregated portfolios, collectives and managed portfolio services. Key projects; Managing end to end delivery… Show more Proposition specialist within the discretionary investment management division of Standard Life Investments. Responsible for the full proposition lifecycle; idea generation, product design, governance, technical input to sales & marketing activity. Experience of a range of mandate types from traditional to new active multi asset, via a variety of structures including segregated portfolios, collectives and managed portfolio services. Key projects; Managing end to end delivery of launching our Managed Portfolio Service on external platforms.Managing end to end delivery of a new Enhanced Diversification investment proposition for high net worth clients.Managing end to end delivery of regulatory projects such as RDR and MIFID II. Show less
May 2015 - Oct 2018
Proposition Architect
Key projects undertaken as Proposition Architect included;Launch of the re-designed Standard Life Wealth proposition following the acquisition of Newton Private Clients.Launch of the Conventional Managed Portfolio Service, a range of five risk-based, multi-asset portfolios.Managing the business response to the Retail Distribution Review.Development of a client suitability and risk profiling tool in conjunction with an external software vendor.
Dec 2011 - May 2015
Assistant Client Portfolio Manager
Supporting a Client Portfolio Manager in the management of high net worth clients and new business growth.
Dec 2009 - Dec 2011
3 education records
Andy M. education
Bachelor’S Degree, History
Private Client Investment Advice & Management
Certificate, Esg Investing, Pass
Cfa Uk
FAQ
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Quick answers generated from the profile data available on this page.
What company does Andy M. work for?
Andy M. works for Standard Life UK.
What is Andy M.'s role at Standard Life UK?
Andy M. is listed as Delivering a life of possibilities for our SL customers at Standard Life UK.
Where is Andy M. based?
Andy M. is based in Gullane, Scotland, United Kingdom while working with Standard Life UK.
What companies has Andy M. worked for?
Andy M. has worked for Standard Life Uk, M&G Wealth, M&G Plc, and Standard Life Investments.
How can I contact Andy M.?
You can use AeroLeads to view verified contact signals for Andy M. at Standard Life UK, including work email, phone, and LinkedIn data when available.
What schools did Andy M. attend?
Andy M. holds Bachelor’S Degree, History from The University Of Edinburgh.
What skills is Andy M. known for?
Andy M. is listed with skills including Portfolio Management, Product Development, Project Management, Discretionary, Asset Management, Product Management, Strategy, and Financial Services.
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