Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.

As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Current offers

See what products we have on offer and download further information


Sort and filter the information below to compare our products. For more information and downloads, click on the product names.

Plan Name Counterparty Underlying Index(es) Rate Kick-out detailsBarrier*Closing date
UK Step Down Kick-out Plan (HS213)HSBC Bank plcFTSE 1005.2560%9/17/2021 12:00:00 AM
UK Step Down Kick-out Plan (HS214)HSBC Bank plcFTSE 1005.7565%9/17/2021 12:00:00 AM
UK Conditional Income Kick-out Plan (CA011)Credit Agricole CIBFTSE 1004.8065%9/24/2021 12:00:00 AM
Annual Kick-out Plan UK Issue 45 (HS215)HSBC Bank plcFTSE 1007.0060%9/24/2021 12:00:00 AM
Annual Kick-out Plan UK Issue 46 (HS216)HSBC Bank plcFTSE 1007.5065%9/24/2021 12:00:00 AM
UK Annual Kick-out Plan (GS132)Goldman Sachs InternationalFTSE 1006.7560%10/5/2021 12:00:00 AM
UK Annual Kick-out Plan (GS133)Goldman Sachs InternationalFTSE 1007.2565%10/5/2021 12:00:00 AM
UK Step Down Kick-out Plan (GS131)Goldman Sachs InternationalFTSE 1005.7565%10/6/2021 12:00:00 AM
UK & Europe Kick-out Plan (CA012)Credit Agricole CIBFTSE 100 and EURO STOXX 508.0060%10/8/2021 12:00:00 AM
UK & Europe Kick-out Plan (CA013)Credit Agricole CIBFTSE 100 and EURO STOXX 509.0065%10/8/2021 12:00:00 AM
UK & US Kick-out Plan (MS062)Morgan Stanley & Co. InternationalFTSE 100 and S&P 5009.0065%10/8/2021 12:00:00 AM
UK & US Step Down Kick-out Plan (MS063)Morgan Stanley & Co. InternationalFTSE 100 and S&P 5007.0065%10/8/2021 12:00:00 AM
UK Semi-Annual Kick-out Plan (SG019)Societe GeneraleFTSE 1006.5060%10/8/2021 12:00:00 AM
UK Semi-Annual Kick-out Plan (SG020)Societe GeneraleFTSE 1007.0065%10/8/2021 12:00:00 AM

*Capital at Risk Barrier (European)

UK Step Down Kick-out Plan (HS213)
UK Step Down Kick-out Plan (HS214)
UK Conditional Income Kick-out Plan (CA011)
Annual Kick-out Plan UK Issue 45 (HS215)
Annual Kick-out Plan UK Issue 46 (HS216)
UK Annual Kick-out Plan (GS132)
UK Annual Kick-out Plan (GS133)
UK Step Down Kick-out Plan (GS131)
UK & Europe Kick-out Plan (CA012)
UK & Europe Kick-out Plan (CA013)
UK & US Kick-out Plan (MS062)
UK & US Step Down Kick-out Plan (MS063)
UK Semi-Annual Kick-out Plan (SG019)
UK Semi-Annual Kick-out Plan (SG020)

*Capital at Risk Barrier (European)

If you would like to order literature for any of our products, click here.
If you would like to be notified of new structured investment launches, click here to subscribe to our email updates.