Managed services

If you feel you lack the experience or time to manage an investment portfolio, Shard Capital can help. We appreciate that everyone is different and are committed to helping clients preserve and generate capital through our tailored approach.

Our full investment management service means we’ll devise a strategy to suit your specific objectives and attitude to risk, so you don’t have to do the hard work.

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
  • Range of account options as well as Mosaic, our discretionary portfolio service

Is it right for you?

Experience level

Any.

Minimum investment

Starts from £20,000

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?

With our Managed services 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




Apply for an account


Need help with this service?

+44 (0)207 186 9960

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