Investments - products and services to help you reach your objectives


Tailored solutions to help you achieve your financial goals

We offer a diverse range of products and services to suit your approach to investment and help you achieve your financial goals.

Our investment philosophy

Our pioneering approach to wealth management uses behavioural finance – how emotions impact your investment decisions – to help improve your long-term returns. We measure different aspects of your personality to develop more effective individual investment solutions that reduce the negative impact on returns caused by emotions.

Our investment services

We offer a choice of investment portfolio management services and strategies, tailored to your approach to risk and designed to meet your financial goals. The value of investments can fall as well as rise. You may get back less than you originally invested.

Discretionary services

Your portfolio on your terms, steered by us

An actively managed portfolio without the responsibility of day-to-day decision making.

Advisory services

Make your own decisions, with our expert support

Manage your own portfolio with specialist investment advice every step of the way.

Execution-only services

Control your own portfolio and trade without advice

Trade directly on the financial markets, while still benefitting from expert research, real-time market information and trading ideas.

Our managed funds

We offer a range of managed funds so that you can benefit from a diversified portfolio with global exposure, while leaving the day-to-day management to our investment experts. The value of investments can fall as well as rise. You may get back less than you originally invested.

Barclays Global Markets Funds

For consistent, reliable long-term returns

Gain exposure to a range of asset classes from around the world through our combination of index-tracking funds that aim to provide consistent, reliable, and long-term returns that also keep your costs low.

Wealth Multi-Asset Funds

Unlocking exciting support for your long-term financial plans

Our Wealth Multi-Asset Funds are available in five different profiles, designed to suit a range of client risk appetites and investment objectives.

Request a call back

To help us put you in touch with the right team and the right services, we have two questions to ask you.

Do you live in the UK?
Do you have £5 million or more in investable assets?
Do you have £500,000 or more in investable assets?

Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

*Opening hours: Monday to Friday, 09:00 to 17:00 (excluding UK bank holidays).

Calls to 0800 numbers are free if made from a UK landline and international calls are charged at local rate, mobile costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.

Request a call back

We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

Visit Smart Investor

Given your circumstances, our Private Bank team will be able to better help you.

Private Bank

Our Wealth Management services are only for UK residents, so our International Banking team will be able to better help you.

International Banking