
Discretionary services
Your portfolio on your terms, steered by us
An actively managed portfolio without the responsibility of day-to-day decision making.
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 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.
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.
Your portfolio on your terms, steered by us
An actively managed portfolio without the responsibility of day-to-day decision making.
Make your own decisions, with our expert support
Manage your own portfolio with specialist investment advice every step of the way.
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.
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.
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.
An exclusive blend of actively managed and passive funds
Access to innovative investment opportunities from around the globe, with one of our best-thinking investment solutions.
Aims to provide capital growth and income over the long term
The fund invests in other funds, offering a ‘one stop shop’ to invest in leading sustainable and impact funds.
The underling companies may invest across themes such as: Clean energy, Sustainable Transport and Water Management.