DISCRETIONARY
MANAGEMENT
AND FUNDS
Preserving one of your most valuable assets – your time
Trust us with the management of your portfolio - we have the dual objective of protecting your capital and increasing your wealth. Our range of innovative investment strategies are designed to cater for and align perfectly with your individual approach to risk.
Relative Return Strategies
Based on traditional wealth management principles, which emphasise market movement forecasts and careful selection of financial instruments, Relative Return Strategies offer a range of investment structures aimed at optimising risk and return through two investment strategies:
- Classic Portfolio - direct investment in cash, bonds, equities and alternative investments
- MultiFund MultiManager - multi-funds as managed accounts
Lloyds TSB Global MultiFund Allocation – funds of funds
We work with you to decide on the best strategy for you and, whatever it is, you can be assured of a rigorous stock and third party funds selection process. We ensure that we reduce your investment risk by diversifying across asset classes, as well as including alternative investments to lower your overall portfolio volatility.
Global Return Strategies
Delivering a balance between performance and capital preservation by using active and reserve assets, Global Return Strategies offer a quantitatively-based portfolio management programme. Our management style is designed to enable you to benefit from improving market performance with reduced risk exposure to markets which are falling and entering a more prolonged correction period.
Absolute Return Strategies
Investing primarily in alternative investments, our Absolute Return Strategies can deliver a combination of capital preservation and steady long-term growth, without using a specific benchmark. These strategies tend to provide lower volatility than traditional investment strategies, with access to selected hedge funds, and funds of hedge funds. They are underpinned by an extensive due diligence process to ensure your wealth is protected and aligned with your future goals.
Funds
Our premium selection of leading funds bring together our own expertise with that of specialist providers, to offer our clients interesting opportunities with a diversification of asset classes and styles, which can lower risk. Our global connections mean we are able to give you access to top rated funds at competitive rates, making this an excellent value investment strategy.
Investment Funds
A selection of the world's leading funds from Lloyds TSB and third-party providers.
Banking Services
Bespoke services for all of your private banking needs
Get in touch
Please send us an enquiry and one of our Relationship Managers will contact you.
Related Links
Market Data
| Name | Last Trade | Trade Time | Change in percent |
|---|---|---|---|
| INDU | 0.00 | 06:13am | N/A |
| FTSE 100 | 5267.62 | 05:35pm | -1.33% |
| CAC 40 | 3008.00 | 05:48pm | -0.13% |
| NIKKEI 225 | 8611.31 | 08:28am | -2.99% |
| NASDAQ Composite | 2778.79 | 11:30pm | -1.24% |
| ESTX50 EURP | 2144.69 | 05:50pm | -0.10% |
| DAX | 6271.22 | 05:45pm | -0.60% |
| S&P 500 | 1295.22 | 10:33pm | -0.74% |
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GENERAL CONDITIONS
Additional information referring to articles 12 and 25 of the Bank's General Conditions
Article 12: Conflict of interest
Referring to Article 12 (Conflict of Interest) of our General Conditions, we want to add that conflicts of interest may also arise with regard to portfolio management owing to the Bank’s own interest in selling specific financial instruments for which the Bank may receive benefits from third parties in the form of remuneration and commissions. The Bank undertakes to take all necessary steps to ensure that fair consideration is given to clients’ interests if such conflicts do occur.
Article 25: Inducements
Referring to Article 25 (Inducements) of our General Conditions, we want to add that the scale for the commissions that the Bank may receive from third parties shall be as follows :monetary funds, from 0 to 0.25% ; bond funds, from 0 to 1.00% ; equity funds, from 0 to 1.00% ; alternative funds, from 0 to 1.00% ; and structured products, from 0 to 2.00%.
The Client expressly agrees that these remunerations and/or commissions form an integral part of the remuneration of the Bank and remains its own as additional remuneration.