Advisory services
We give you versatility and a choice of services to suit your goals and approach to investment. Manage your own portfolio with specialist investment advice every step of the way. Our advisory services are suitable for certain types of private clients who want to
Retain control of your portfolio with support from your Private Banker and Investment Advisor Access some of the best
Access some of the best investment services that have been screened through our rigorous selection process
Get advice on portfolio construction, investment strategies and risk management
Receive regular portfolio reviews, relevant research and alerts about investment opportunities
About Our Advisory services
Understanding your goals
We'll take the time to understand your ambitions, personal circumstances and approach to risk to provide tailored advice and recommendations to help you achieve your investment goals.
Expert, up-to-date advice
Our investment advice is drawn from leading research and the latest trends, so we can keep you informed of opportunities as they arise. We'll also provide you with regular reports and portfolio reviews.
Financial planning
While the final decisions are always down to you, we offer access to expert financial planning to help you ensure your investments are in line with your wider ambitions.
You’re in expert hands
Your portfolio will benefit from our research from across the Group, strategic thinking and tactical market positioning, including the capabilities of our in-house asset class specialists. We’re unconstrained in selecting the ideas that best support you from across our global network. Our experienced and stable team of portfolio managers can serve you globally from London, Dublin, Jersey, Monaco and Geneva. We’re here to provide the flexibility for your future.
Things to consider
Our advisory services provide restricted advice. We’ll advise and make a recommendation for you after we’ve assessed your needs. We offer advice on limited types of products, which we offer from a limited number of companies. We can provide you with a list of these companies and products.
