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Discretionary services

Your portfolio – steered by us, on your terms

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

Benefits

Your investments can fall as well as rise. You may not get back what you originally invested.

Expert portfolio management

Your investments will be managed entirely by our professional Portfolio Management Team, who’ll access an extensive set of world-class resources on your behalf. They’ll utilise some of the best research and capabilities to help you achieve your financial ambitions.

More time for you

A convenient, low-maintenance solution – in line with the financial objectives you’ve already agreed with us. This approach allows you to concentrate on your business and personal needs, confident in the knowledge that your assets are being expertly managed.

You’re on track

Constant oversight of your portfolio – and the opportunity to make decisions when you want to – so you’ll always know where you are in regards to your goals. You’ll also get regular reports and statements, so you’re always fully up to date.

Already a client?

Call us on 0800 376 7954* if you have any questions.

The value of investments can fall as well as rise. You might not get back what you invest.

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Advisory services

Your own decisions – with expert support and recommendations

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

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.

Relationship management

Your dedicated services

Your Wealth Manager and Wealth Client Services are there to help you nurture, grow and protect your money and assets.