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Discretionary services

Your portfolio on your terms, steered by us

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An actively managed portfolio without the responsibility of day-to-day decision making.

About our discretionary services

This option is best suited for investors who prefer to delegate the management of their investments. We’ll work out the best strategy with you and then make investment decisions on your behalf in line with the agreed objectives. The value of investments can fall as well as rise. You may get back less than you originally invested.

Expert portfolio management

Your investments will be managed by our portfolio management team, who’ll use our extensive resources, capabilities and research to help you achieve your financial ambitions.

Performance tracking

You’ll have immediate access to your portfolio online, so you can track its performance and review its progress with your Wealth Manager whenever you want to. You’ll also get regular reports and statements, so you’re always fully up to date.

More time for you

Our discretionary services enable you to concentrate on your personal and business needs, confident in the knowledge that your assets are being expertly managed in line with the financial objectives you agreed with us.

Ready to talk?

To help us put you in touch with the right team and the right services, we have two questions to ask you.

Do you live in the UK?
Do you have £5 million or more in investable assets?
Do you have £500,000 or more in investable assets?

Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

*Opening hours: Monday to Friday, 09:00 to 17:00 (excluding UK bank holidays).

Calls to 0800 numbers are free if made from a UK landline and international calls are charged at local rate, mobile costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.

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We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

Visit Smart Investor

Given your circumstances, our Private Bank team will be able to better help you.

Private Bank

Our Wealth Management services are only for UK residents, so our International Banking team will be able to better help you.

International Banking