Your adviser will assess your situation and build an investment program that meets your unique needs
Our arrangements with a panel of investment partners and custodian banks, allow our customers to have exposure to the jurisdictions of their choice and in most assets classes including equities, fixed-income securities and commodities.
If you prefer to invest in collective funds such as unit trusts and OEICs, then the Discretionary and/or Advisory Services may be appropriate for you. The Execution-only service allows to you invest directly in the asset classes and individual securities of your choosing.
In common with the Discretionary Service, the Advisory Service offers you a choice of four ready-made portfolios. The difference being that you will be consulted before any changes are made to your investments — i.e., no holdings will be bought or sold without your consent.
This option enables you to buy and sell securities without receiving advice from us. We can provide you with real-time prices, expert trading ideas and sources of research.