Advisory Portfolio Service

Our Advisory Portfolio Service allows you to have as little or as much interaction with your dedicated Investment Manager as you would like.

Take advantage of our expertise and relationships with market counterparties to execute purchases and sales. Get us to advise you on a particular investment, or work closely with us to build a comprehensive investment strategy taking into account all of your assets and investments. It also allows you to remain the key decision maker.

At a glance

  • Dedicated Investment Manager
  • Bespoke service
  • You remain the key decision maker
  • Competitive charging structure
  • Access to investments across the market
  • Direct market access

Is it right for you?

Experience level

Medium to high. Traditionally this service is better suited to experienced investors but we will be able to help you determine whether it is suitable for you.

Minimum investment

No minimum

Who can open an account?

We welcome individuals and corporates from the UK and a broad range of countries. Please speak to a member of the team for more information.

Tax efficient?

It can be.  We can help you take advantage of tax-free allowances or beneficial products such as ISAs. Check out related products for more information.

What account should I open?

For our Advisory Portfolio Service you can take advantage of our tax efficient ISA account, a SIPP account, our Primary Account, or, depending on your level of investment, a combination


To see our charges, click here.

Apply for an account

Need help with this service?

+44 (0)207 186 9960

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