Professionally Managed Services

We provide a wide range of professionally managed investment services suited to your different needs, offering flexibility and choice so you can be involved as much or as little as you like with your investments.

Request a call back

What investment service suits your needs?

Bespoke Investment Service

I would like a professional to manage my investments for me

Entrust a dedicated expert to make investment decisions on your behalf.

  • You’ll have direct contact with your investment manager, speaking directly to the person responsible for your portfolio.
  • We’ll construct a portfolio based on your personal circumstances, investment objectives and risk appetite.
  • We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
  • Minimum investment £200,000.
Find out more
1 of 3
Foundation Portfolio Service

I would like an expertly managed portfolio, in a cost-effective way

Straightforward way to access our investment expertise. We'll help you invest in one of our funds to suit your needs.

  • Access our advice desk whenever you want to contact us by phone or email (please note that our advice is restricted).
  • A range of five actively managed funds, and we’ll guide you to the one that most closely matches your investment objectives and risk appetite.
  • Annual review to ensure we’re managing your money in the most suitable investment strategy.
  • Minimum investment - £20,000.
Find out more
2 of 3
Advisory Investment Services

I would like advice on my investments from a professional

Get support from our experts when choosing your investments with either our Advisory Managed or Advisory Dealing Services.

  • You’ll take responsibility for your portfolio with as much or as little support from us as you want.
  • We’ll provide advice on your investments based on your personal circumstances, investment objectives and risk appetite.
  • We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
  • Minimum investment - £200,000.
Find out more
3 of 3

Latest insights

Article
How investment success can increase portfolio risk
By Lynn Hutchinson
Head of ETF and Index Solutions
13 May 2024 | 4 min read
Article
Inside the mind of an Investment Manager, Shelley
By Shelley James
Investment Manager
07 May 2024 | 1 min read
Article
Why it's time to invest in gilts
By Oliver Faizallah
Head of Fixed Income Research
20 Dec 2023 | 7 min read
Article
3 investment lessons from the late, great Charlie Munger
By Aaron Gibbs
Personal Finance Commentator
12 Dec 2023 | 3 min read

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us. This site is protected by reCAPTCHA and the Google Privacy Policy and the terms of service apply.