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Important information

For financial advisers and investment professionals only

The information in this area of the website is aimed at financial advisers and other professional financial intermediaries in the United Kingdom and it is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our home page for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am an investment intermediary authorised and regulated by the Financial Conduct Authority. I have read and understood the legal information and risk warnings.

Portfolio management for intermediaries

With this service (also known as discretionary investment management), our investment professionals build and run a personalised portfolio on your clients' behalf, without needing to ask their permission each time they want to make an adjustment.

Our portfolio management service invests in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. We'll design a unique portfolio for each of your clients, to meet their individual objectives and attitude to risk.

Why choose portfolio management for your clients?

  • Our investment professionals will build a personalised portfolio in line with your clients' wishes, long-term objectives and attitude to risk
  • We will run the portfolio, saving them time and hassle
  • Our investment team can look for suitable opportunities from around the world
  • For your clients' safety, our investment approach is risk driven: we believe it's more important to manage portfolios to meet individual clients' risk objectives than to chase short-term returns
  • Your clients' Wealth Manager will be in touch with you regularly to update you on your clients' investments and their performance.

How can we help?

If you'd like to know how we can work with you to meet your clients' investment and wealth management needs, get in touch. We'll be delighted to provide more details of our services.

How can we help?

If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.