Full Decision Making
You control all the decision-making when it comes to your investments. You can execute simple trades through your Relationship Manager and trade a wide range of securities including bonds, equities and foreign exchange.
A Personalised Service
Your dedicated Relationship Manager will make the trades for you and provide you with access to relevant research.
Risks to be aware of
You must make your own investment decisions without any personalised advice. You will therefore need to be aware of the risks and take advice if you’re unsure of an investment’s suitability for you. The value of investments can fall as well as rise. You may get back less than you originally invested.
Discretionary Portfolio Management
Your investment decisions, including buying and selling of assets, are made by a professional portfolio manager on your behalf.
Advisory Investment Services
If you desire guidance but want to stay involved in the decision-making process, this service could be for you.