Investment Management
For investments of £50,000 or more.
With our Investment Management Service, your funds are invested in a broad range of pooled investment funds. These are invested in an equally broad range of UK and international bonds and equities.
You can choose to have your investment run in line with one of our six investment profiles – profiles which work to regulate the level of risk you want to take.
Expert management
Our investment experts actively manage your portfolio. They continually seek out the most attractive investment opportunities, in line with your appetite for risk.
They also invest within a hand-picked group of world-class fund managers. Many of these fund managers are usually only available to institutional investors. Our arrangements give you access to their specialist skills at a lower cost than you might expect.
How our Investment Management Service can help
- Balanced risk - your investments are made through a range of equity and bond investment funds, providing diversification and balancing risk
- Responsive - we constantly review the way we manage your portfolio to maintain overall risks and accommodate new investment opportunities
- Regularly reviewed – we also measure the performance of fund managers, to make sure they continue to meet our criteria and change them if they do not
- Tax-efficient – hold your investments within an ISA, trust or our self-invested pension plan
You will have a dedicated Manager who will meet with you to fully understand your investment needs and objectives.
Find out more
To see how our Investment Management Service could work on your behalf, simply speak to your Relationship Manager.
Get in touch
*Minicom 0845 900 5961.
Max call charge from a BT landline is 8p plus 4p per minute. Calls from other networks may vary. Calls may be recorded.
New to investments?
Investments don’t have to be complicated. Rather than wade through jargon, simply speak to your Relationship Manager to get the answers you need.