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Investing,
at Your Pace

Choose how involved you want to be, with investment services shaped around your goals, experience and approach to risk.

Speak About Investing

How Involved Would
You Like to Be?

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01 / Managed for you

Discretionary Management

A professional portfolio manager makes investment decisions on your behalf.

Discuss managed investing
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02 / Guidance. Your decision

Advisory Investing

Receive personalised recommendations while keeping the final decision on each trade.

Discuss investment advice
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03 / Decide independently

Execution Only

Experienced investors make their own decisions without investment advice.

Discuss execution only

Our investment partner

A Wider View of Your Wealth

Our Private Banking team works with Schroders for discretionary portfolio management, combining global investment expertise with a personal understanding of your goals, risk appetite and time horizon.

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Discretionary portfolio
management

Global expertise. Personal understanding.

The value of investments can fall as well as rise. You may get back less than you originally invested.

Your Approach to Investing

Your experience

How familiar are you with markets and investments?

Your time

How much time would you like to devote to your portfolio?

Your decisions

How comfortable are you making investment decisions?

Fees, Guides and Investment Information

See the published fee schedule before choosing a service.

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Guidance for using investment features in digital banking.

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Read the bank's legal and investment information.

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Invest with a clear view of risk

The value of investments can fall as well as rise. You may get back less than you originally invested. Individual advice helps establish which service, if any, suits your needs.

Your case is unique, every time. There is no “one-size-fits-all” when it comes to investments. Even though we present a diverse range of robust investment solutions on this web page, there is no guarantee that any one of them is appropriate and suitable for your specific needs and objectives. We recommend that any investment decision is based on professional, individual advice, and we are happy to provide exactly that.

Your Questions, Answered

The advisory service provides recommendations while you decide whether to trade. Execution only involves decisions without advice.

No. The bank recommends a professional, individual assessment of your needs and objectives before choosing a service.

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Your Goals Are
the Starting Point

Tell us what you want your investments to do for you.
We can explore the options together.

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Understand the Costs

Fees and interest rates, clearly set out.

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