What we offer
Discretionary service options
For your client's who have more specific requirements for their investments we have a range of Discretionary Services, designed to meet the needs of a wide variety of clients.
Which discretionary service suits your client?
Working with Financial Advisers
AIM Inheritance Tax Portfolio
Help your clients pass on more of their wealth with a portfolio of investments that are potentially free from inheritance tax (IHT) after just two years.
Working with Financial Advisers
Tailored Discretionary Management Service
Built to deliver consistent outcomes, our service provides clients with portfolios constructed in line with central views on asset allocation and stock selection, whilst also accommodating certain client-specific requirements.
Working with Financial Advisers
Bespoke Discretionary Service
A truly individual portfolio is built for your client by a dedicated Investment Manager. For your clients who require a specific investment approach with the ability to fully tailor asset allocation and security selection.
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Request a call back
Get in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients.
0207 739 8200 (Open Mon-Fri, 9am-5pm)