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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.

Services for trust companies

Having worked with trust companies for many years, we understand the high level of personal service you and your clients require.

Backed by a rigorous, robust and trustworthy investment process, your individual Investment Manager will ensure that whatever solution we are providing, we tailor it to meet your clients’ specific needs.

How we help trust companies

  • Your dedicated Investment Manager will always be on hand to help you. They will be available in person, on the phone or online – whichever suits you best
  • We provide a range of services for trust companies, from portfolio management to stockbroking to pension schemes
  • You can be confident that we’ll work with you to build exactly the relationship you want
  • We will give you consolidated quarterly client valuations, with a market commentary, and we will also provide you and your clients with comprehensive tax reporting
  • You and your clients can access their accounts 24/7 to view investments, transactions and up-to-date valuations
  • If you want to check how we’re succeeding at any time, you can clearly assess our performance with a range of investment consultants, including ARC, Enhance and Morningstar.

Portfolio management

With this service 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.

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Investment funds

As well as access to a wide range of external third-party funds, we manage a range of our own in-house funds

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Stockbroking services

If a client likes to take an active interest in financial markets and wants to buy and sell investments, our trading and dealing team can offer traditional and specialist stockbroking services.

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ESG portfolio service

The ESG Portfolio Service lets your clients take a more responsible approach to investing while still doing their best for their long-term security.

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Download our intermediary brochure

  • Find out more about our investment process
  • How we'll keep you up-to-date
  • Our range of services.
Download

How can we help?

If you would like to know how we can help with your clients' investment needs, our team will be delighted to answer your questions and provide more details of our services.

Photo of David Herbert

David Herbert

Head of UK Portfolio Management

Find out more about our expert team Our people

Keeping you informed

Your guide to inheritance tax - calculate your potential IHT bill in five minutes

To help you, we have created this calculator. Once you have filled in the steps you will be able to see how much inheritance tax (IHT) could reduce the amount you leave behind.

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AIM to manage IHT - the advantages of investing in the Alternative Investment Market

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

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How investors should view the US midterm election results

The expectations were right on cue: Democrats took over the House of Representatives with a comfortable lead and Republicans kept the Senate with an increased majority. Markets are logically only slightly positively moved by the outcome. Beyond the immediate reaction, though, there should be a more bullish backdrop building in the coming year for risk assets.

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Wealth blog updates

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Looking for offshore services?

We have offices in Guernsey, Isle of Man and Jersey.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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