Advisory services

Your own decisions – with expert support and recommendations

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


The value of investments can fall as well as rise, and you may not get back what you originally invested

Advice to suit you

Your Wealth Manager/Investment Adviser will take time to understand your experience, ambitions, personal circumstances and risk profile, and tailor their advice accordingly. Once they’ve discussed their recommendations with you in detail, any final decisions will be down to you.

Resources and capabilities

You’ll be kept abreast of the latest trends and themes – and your Wealth Manager/Investment Adviser will make sure you’re alerted of any opportunities that arise. Their advice will draw on leading research capabilities and rigorous due diligence.

The bigger picture

Access to expert financial planning – ensuring your investment decisions are driving towards your wider ambitions. And, while the decisions are always down to you, your Wealth Manager/Investment Adviser will support you with regular updates and reports and recommendations.

Things to consider

The value of investments can fall as well as rise, and you may not get back what you originally invested.

Restricted advice – we will advise and make a recommendation for you after we have assessed your needs. We offer advice on limited types of products which we offer from a limited number of companies. You may ask us for a list of the companies and products on which we offer advice.

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Products and services to help you reach your objectives

A diverse range of investment solutions – there to help you preserve and grow your wealth.

Discretionary services

Your portfolio – steered by us, on your terms

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

Execution-only services

Control your own portfolio and trade without our advice

Trade directly on the financial markets with access to a global network of institutional dealers and trading specialists.