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Investment Services

You need a style of wealth management that meets your needs.
Your private banker will help you choose between our three management approaches to find the one most suited to the time you have available and to the degree of direct involvement you want to have.

We understand that you want to take care of your wealth. From allocating assets to combining the best products on the market, we can offer you three kinds of Investment Services. 
Depending on the time you have available and how closely involved you would like to be, we have an approach to suit your needs.

Through our dedicated investment platform and our open architecture philosophy, you can build your portfolio from a range of asset classes across all markets.

Firstly we identify and analyse your needs, then we define your objectives and set out a strategy. Through regular updates you can redefine your management objectives and/or amend your risk profile at any time.

Discretionary Portfolio Management
If your time is precious, and you would like an expert to oversee the management of your financial assets, Discretionary...
Discretionary portfolio
If your time is precious, and you would like an expert to oversee the management of your financial assets, Discretionary Portfolio Management is designed for you. Your private banker and a dedicated portfolio manager will set out a wealth management strategy with you. Your portfolio manager will implement the strategy, monitor your investments on a daily basis...
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Managed Advisory
If you would like to review and make the final decision regarding each investment in your portfolio but still benefit...
Wealth management
If you would like to review and make the final decision regarding each investment in your portfolio but still benefit from the personalised advice of an expert, our Managed Advisory service is designed for you. The Managed Advisory service allows you to have a direct relationship with a dedicated expert who is available to inform your investment decisions. ...
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Execution Only
If you are an active investor and would like to access financial markets on a daily basis without advice. Our team of...
Capital Market
If you are an active investor and would like to access financial markets on a daily basis without advice. Our team of trading specialists have direct access to our dealing rooms and can provide live market updates to help you enact and optimise your trading ideas and strategies. We will buy and sell securities on client instructions only and will not provide...
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