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Advisory Service

We work in partnership with you and your clients to achieve the best outcome for their wealth.

With our advisory service, your client gets the benefit of our advice and guidance on what to do with their investments but they make all the decisions. It is a genuine partnership built on active engagement and regular communication.

Clients’ investment choices cover all asset classes, including equities, fixed income and alternative investments, which can offer attractive opportunities for growth and diversification.

Alternative Investments

Our leading presence in key markets and networks with third-party managers enables us to give your clients access to a wide range of alternative opportunities, often on preferential terms.

These include:

  • Private equity, including funds of funds, direct and co-investment opportunities
  • Hedge funds, including single manager, fund of fund and multi-strategies
  • Real estate, including private equity and hedge fund structures and discounted mortgages
  • Commodities
  • Structured products, including capital-protected options

Rigorous Screening and Monitoring

As alternative asset markets are fluid and fast-moving, it is important for your clients to know that their investments are in safe hands. Our investments are subject to rigorous screening and monitoring by internal and external experts.

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Get in Touch

Call our Intermediary Team:
Telephone: +44 (0)20 7883 7444