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 Index Rate Kick-out
details
Barrier*Investment
Term
Closing date
UK Annual Kick-out Plan (HS409)FTSE 1009.2560%up to 5 years12/8/2023 12:00:00 AM
UK Annual Kick-out Plan (HS410)FTSE 1009.5065%up to 5 years12/8/2023 12:00:00 AM
UK Step Down Kick-out Plan (HS411)FTSE 1007.0060%up to 5 years12/8/2023 12:00:00 AM
UK Step Down Kick-out Plan (HS412)FTSE 1007.2565%up to 5 years12/8/2023 12:00:00 AM
UK Annual Kick-out Plan (MS148)FTSE 10010.2565%up to 7 years12/13/2023 12:00:00 AM
UK Step Down Kick-out Plan (MS149)FTSE 1007.7565%up to 7 years12/13/2023 12:00:00 AM
UK Step Down Kick-out Plan (CA068)FTSE 1007.7565%up to 7 years12/15/2023 12:00:00 AM
UK & Europe Step Down Kick-out Plan (CA069)FTSE 100 and EURO STOXX 5010.0065%up to 6 years12/15/2023 12:00:00 AM
UK Annual Kick-out Plan (GS187)FTSE 1009.5060%up to 6 years12/15/2023 12:00:00 AM
UK Annual Kick-out Plan (GS188)FTSE 1009.7565%up to 6 years12/15/2023 12:00:00 AM
UK Step Down Kick-out Plan (HS414)FTSE 1006.7560%up to 5 years12/18/2023 12:00:00 AM
UK Step Down Kick-out Plan (HS415)FTSE 1007.0065%up to 5 years12/18/2023 12:00:00 AM
UK Step Down Kick-out Plan (HS416)FTSE 1007.5060%up to 5 years1/5/2024 12:00:00 AM
UK Step Down Kick-out Plan (HS417)FTSE 1007.5060%up to 5 years1/5/2024 12:00:00 AM
UK Step Down Kick-out Plan (HS418)FTSE 1008.0065%up to 5 years1/5/2024 12:00:00 AM
UK Step Down Kick-out Plan (HS419)FTSE 1008.0065%up to 5 years1/5/2024 12:00:00 AM
UK & US Kick-out Plan (MS150)FTSE 100 and S&P 50011.0065%up to 6 years1/5/2024 12:00:00 AM
UK & US Step Down Kick-out Plan (MS151)FTSE 100 and S&P 5009.5065%up to 6 years1/5/2024 12:00:00 AM
UK Step Down Kick-out Plan (CT092)FTSE 1008.0065%up to 7 years1/12/2024 12:00:00 AM

*Capital at Risk Barrier

UK Annual Kick-out Plan (HS409)
UK Annual Kick-out Plan (HS410)
UK Step Down Kick-out Plan (HS411)
UK Step Down Kick-out Plan (HS412)
UK Annual Kick-out Plan (MS148)
UK Step Down Kick-out Plan (MS149)
UK Step Down Kick-out Plan (CA068)
UK & Europe Step Down Kick-out Plan (CA069)
UK Annual Kick-out Plan (GS187)
UK Annual Kick-out Plan (GS188)
UK Step Down Kick-out Plan (HS414)
UK Step Down Kick-out Plan (HS415)
UK Step Down Kick-out Plan (HS416)
UK Step Down Kick-out Plan (HS417)
UK Step Down Kick-out Plan (HS418)
UK Step Down Kick-out Plan (HS419)
UK & US Kick-out Plan (MS150)
UK & US Step Down Kick-out Plan (MS151)
UK Step Down Kick-out Plan (CT092)

*Capital at Risk Barrier

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