Discretionary services

Your portfolio – steered by us, on your terms

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


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.

Become a client

Become a client

To become a Wealth Management client, you need to be a UK resident and have £500,000 or more to invest.

Call us on 0800 279 4893^ or leave us your details and we'll be in touch within two business days.

Already a client? Call us on 0800 376 7954*.

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Control your own portfolio and trade without our advice

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Relationship management

Your dedicated services

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