Multi-Asset Portfolio Service
For investments of £250,000 or more.
The value of investments, and the income from them can fall as well as rise, and you may not get back the full amount you invest.
Our Multi-Asset Portfolio Service is designed for investors who are looking for access to equity and bond markets.
However, that’s only part of the picture. It also includes alternative investment classes such as hedge funds, commodities and property.
Expert management
Your portfolio is actively managed by our investment experts. They continually seek out the most attractive investment opportunities available in line with your objectives.
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 the Multi-Asset Portfolio Service can help
- Three investment strategies – designed to preserve, enhance or generate capital
- Balanced risk - your investments are made through a range of investment funds across all the different asset classes, providing diversification and balancing risk
- Responsive - we constantly review the way we manage your portfolio to maintain overall risks and accommodate new investment opportunities including new asset classes.
- 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
Dedicated, personal service
You will have a dedicated Manager who will meet with you to fully understand your investment needs and objectives.
Should the Multi-Asset Portfolio Service be the right investment for you, they will recommend which one of our three strategies will be most appropriate and will explain precisely how we will manage your money.
Find out more
To see how our Multi-Asset Portfolio Service could work on your behalf, simply contact your Private Banking Manager.
Get in touch
*Minicom 0845 900 5961.
Calls may be recorded.
New to investments?
Investments don’t have to be complicated. Rather than wade through jargon, simply speak to your Private Banking Manager to get the answers you need.