Restricted advice – we will advise and make a recommendation for you after we have assessed your needs. We offer advice on limited types of products which we offer from a limited number of companies. You may ask us for a list of the companies and products on which we offer advice. If you like to make your own investment decisions, our Advisory Services offer you all the help and guidance you need to invest effectively. Working in partnership with your Private Banker, you will be able to make informed choices about your investments based on our expert research and knowledge of world markets. You will also benefit from advice on specific investment ideas, portfolio construction and innovative investment strategies. This service is designed for people who prefer to manage their own investments, while being able to receive ongoing advice and support. Clients with qualifying portfolios may also benefit from a designated Investment Advisor to help look after their assets.
May 3, 2017