Professionally Managed Services
Advisory Investment Services
If you have the time and confidence to manage your own portfolio but want support from our experts when choosing your investments, we offer two services to choose from – Advisory Managed and Advisory Dealing.
How our advisory services can help you
Our advisory services give you control and flexibility over how you manage your portfolio.
You’ll take responsibility for your portfolio with as much or as little support from us as you want.
You can benefit from our expert in-house research team when making investment decisions.
We’ll provide advice on your investments based on your personal circumstances, investment objectives and risk appetite.
We'll monitor performance and manage risk with accurate online valuations when you want them.
We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
Minimum investment £200,000. If you are looking for a professionally managed service for lower investment levels, we have several alternative options.
What’s the difference between the two services?
The service that’s most appropriate for you will depend on how much help you’d like from our investment teams.
Advisory Managed
Work with a dedicated investment professional who understands your objectives. You’ll be fully involved in the decision-making process and will benefit from the output of our expert in-house research team. We’ll regularly monitor your portfolio to ensure it remains on track.
- Active involvement. With our advisory managed service, the final decision to invest lies with you.
- A collaborative approach. Work in close partnership with a dedicated investment manager to help you reach the best outcome.
- Personal advice. We provide personalised and proactive advice, working closely with you to understand your ambitions, concerns and attitude towards risk.
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Advisory Dealing
Get our advice on investment opportunities as and when you ask for it. You’ll take responsibility for monitoring your portfolio and making sure it remains suitable. You can also benefit from the output of our expert in-house research team when making investment decisions.
- Expert advice. A dedicated investment manager will provide advice when you need it.
- Research support. Your investment adviser will have access to a range of research to help you make the right decisions.
- Take full responsibility. Unlike our advisory managed service, you take full responsibility for the ongoing monitoring and suitability of your portfolio.
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Why our Advisory Services could be ideal for you
We’ve designed these services for more experienced investors who want to be involved with the day-to-day management of their investments.
Passionate about the markets
You enjoy following the day-to-day events in financial markets and want to take control of assessing investment opportunities and navigating the risks.
Knowledge and experienced
You understand what it takes to be a successful investor and can dedicate the time and attention necessary for managing a portfolio, drawing upon your past experiences.
Support when you need it
Advisory Managed is ideal if you’re comfortable with the investment process with the reassurance that we’re here to guide you.
Stay in control
If you’re prepared to take full responsibility for investment decisions then you can execute your trades through our advisory dealing service.
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Don't just take our word for it
Providing high quality service to our clients
Client satisfaction
92%
Overall satisfaction
We are a people-driven business - offering a truly personal service is at the heart of what we do.
Respondents from our 2024 Private Client Survey.
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Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert local to you.
0207 739 8200 (Open Mon-Fri, 9am-5pm)