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.

Ready to talk?

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

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Your requirements

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* Lines are open 24 hours a day, 7 days a week, except 25 December when lines are closed.

If you’re calling from outside the UK, please dial +44 239 387 3548.

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.

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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.