Investments
Access to markets, with the risks stated plainly.
Overview
Direct market access for clients who want to hold specific positions, alongside managed solutions for those who do not. We will tell you what a position can lose as clearly as what it might return, because the second number is worthless without the first.
Eligibility at a glance
- Appropriateness assessment before access to complex instruments
- Minimum portfolio size applies
- Certain instruments are restricted to professional or elective-professional clients
What you get
The detail that matters.
Equities and bonds
Direct holdings across developed and selected emerging markets.
Funds and ETFs
Open-architecture selection rather than a proprietary product list.
Structured products
Where the payoff genuinely suits the objective, with the downside modelled explicitly.
Custody and reporting
Consolidated statements and a single tax pack at year end.
Questions
Answers before you ask.
Can I lose money?
Yes. The value of investments can fall as well as rise and you may get back less than you invested. Past performance does not indicate future returns.
How are holdings custodied?
Through a regulated custodian, with client assets held separately from firm assets. The custodian is named in your account documentation.
Also relevant
Ready to talk about investments?
Apply online in about ten minutes, or speak to a specialist first.
