Investment services
for private clients
Impartial expert advice and support to meet your investment goals.
Wealth Management
Our wealth management services draw on a range of expertise to give you a highly personal, professional service. We offer a blend of financial planning and investment management support to meet your individual needs, no matter how complex your requirements.
Investment Management
Work with us to achieve your goals, whether you are an experienced or first-time investor. Our range of services includes tailor-made investment strategies, pre-defined investment portfolios, and an investment plan to minimise your exposure to inheritance tax.
Financial Planning
Let us help you to get the most out of your assets and income now, and receive advice on retirement planning, estate planning and inheritance tax planning. This way you can make sure you can afford to retire when you want to, and preserve your wealth for future generations.
Asset Management
To help you achieve the returns you’re aiming for, we provide an extensive range of investment funds, covering major asset classes, sectors and geographies. We work with clients to design individual investment strategies including equities, fixed income, multi-asset and alternative investments.
Structured Products
To complement traditional investments, we offer you plans with a range of structured return profiles based on pre-defined risk categories. By choosing a Structured Deposit or Structured Investment, you can protect your initial investment, generate income, and create returns that increase faster than share prices.