Accounts
Wealth Management
Professionally managed portfolios, tailored to you
A discretionary investment service where a professional manager builds and runs a portfolio tailored to your goals, risk profile and tax situation. Suited to larger sums where personalised advice and ongoing oversight add value.
Key features & allowances
- Actively managed by a qualified investment professional
- Portfolio tailored to your goals, risk tolerance and values
- Can hold across ISAs, SIPPs, GIA and offshore wrappers
- Ongoing rebalancing and tax-efficient structuring
Best for
- Investors with larger sums (typically £250k+) wanting hands-off management
- People who want a professional making day-to-day decisions
- Complex finances needing a joined-up, advice-led approach
Risks & considerations
Management fees are higher than DIY investing and can erode returns over time. Investment performance is not guaranteed and capital is at risk. Check the manager is FCA-authorised and understand the fee structure before committing.
For information only and not personal financial advice. Tax rules refer to the 2026/27 tax year and may change.