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.

Request a call back How we work with you

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.

Latest insights

Global elections in 2024 – how will they impact economies and markets?
By Matej Lovrenovic
Associate Strategist
10 Jul 2024 | 13 min read
How has a year of Consumer Duty affected advisers?
By Tom Hawkins
Head of Strategic Partnerships
08 Jul 2024 | 8 min read
Is it time to consider investing in Europe?
By Chris Ainscough
Director of Asset Management
28 May 2024 | 5 min read
Investing in infrastructure – reasons to be optimistic?
By Benedict Tottman
Multi Asset Strategist and Portfolio Manager
28 May 2024 | 4 min read

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)

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