Our discretionary service creates a bespoke and personal investment strategy based on your individual circumstances, investment objectives and attitude to risk.

As we are an independent stockbroker with access to investments across the market, we’re able to tailor our service very specifically to your requirements. This is enhanced by our ability to access the broader range of expertise across the broking and asset management spectrum at Shard Capital.

Your account is accessible 24hours a day, 7 days a week no matter where you are in the world via your own online login, and we offer a competitive charging structure.

At a glance

  • Dedicated Investment Manager to look after your investments on a day to day basis
  • Bespoke service tailored to your needs
  • Competitive charging structure
  • Accesses broad range of expertise across Shard Capital
  • Direct market access
  • Access to research on a daily basis

Is it right for you?

Experience level

Low. Suited to inexperienced investors or those with little interest in managing their portfolio.

Minimum investment


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 will ascertain this with you from the outset.


Based on your individual circumstances, investment objectives and attitude to risk a broad range of investments could be included but not limited to the following investments:

UK & Foreign Shares (equities): These are publicly traded companies listed on a stock exchange

Government Securities: This includes Gilts and other bonds issued by governments here in the UK and abroad

Collective Investments: This includes but not limited to Investment Trusts and Unit Trusts

Corporate Bonds: These bonds should be listed on a recognised stock exchange, or the bonds must be issued by a company which is itself listed.

IPOs & Placings: This is when a company is looking to list onto the stock market or when they are looking to raise additional funds via equity once they have listed.

Unlisted Securities: These included unquoted companies

CFDs: Contracts For Difference allow you to go long or short on a security and you can enhance your exposure by using leverage


Depending on you and your overall strategy the following products or specialist services can be included within the portfolio:

  • SIPP
  • ISA
  • Junior ISA


  • Mosaic
  • UK Small Cap Portfolio
  • Enterprise Investment Scheme
  • Inheritance Tax Portfolio
  • Investor Visa
  • CFD Portfolio

Apply for an account

Need help with this service?

+44 (0)207 186 9960

Find out more

Mosaic portfolio