Advisory

Make your own decisions with expert support

With our advisory services, you make your own decisions while working alongside your Advisor. You have complete control of your portfolio and can feel confident that you understand the rationale and risks involved in any investments you make.

The right level of advice

Whether you’re experienced or new to investing, we can give you the appropriate level of advice. The service is highly collaborative. We make recommendations and discuss them with you in detail before you make the final decision.

With the advisory service, you benefit from:

•  Investment advice tailored to your needs
•  Alerts to investment opportunities, trends and themes as they arise
•  Privileged access to some of the best product providers in the world
•  Our global research capabilities and rigorous due diligence
•  Access to financial planning experts

Advisory investment service

The advisory investment service helps you to construct and manage your portfolio, and also gives you updates and reports. This service could be suitable for you if you want to make your own decisions based on our investment advice.

At the heart of this service is your Advisor, who provides ongoing advice as part of a long-term partnership.

Our advisory services

Restricted advice – we will advise and make a recommendation for you after we have assessed your needs. We offer advice on limited types of products which we offer from a limited number of companies. You may ask us for a list of the companies and products on which we offer advice.