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
Europe Step Down Kick-out Plan (HS282)EURO STOXX 507.5065%up to 5 years8/19/2022 12:00:00 AM
UK & Europe 95% Kick-out Plan (CA036)FTSE 100 and EURO STOXX 509.5060%up to 6 years9/16/2022 12:00:00 AM
UK & Europe Step Down Kick-out Plan (HS283)FTSE 100 and EURO STOXX 507.5065%up to 5 years8/19/2022 12:00:00 AM
UK & US Kick-out Plan (MS098)FTSE 100 and S&P 50011.2565%up to 6 years9/23/2022 12:00:00 AM
UK & US Step Down Kick-out Plan (MS099)FTSE 100 and S&P 5009.2565%up to 6 years9/23/2022 12:00:00 AM
UK 90% Annual Kick-out Plan (CT050)FTSE 1007.5065%up to 8 years8/19/2022 12:00:00 AM
UK 95% Annual Kick-out Plan (CT049)FTSE 1008.5065%up to 8 years8/19/2022 12:00:00 AM
UK 95% Annual Kick-out Plan (MS095)FTSE 1008.0060%up to 6 years9/9/2022 12:00:00 AM
UK 95% Annual Kick-out Plan (MS096)FTSE 1008.2565%up to 6 years9/9/2022 12:00:00 AM
UK Annual Kick-out Plan (GS169)FTSE 1008.2560%up to 6 years9/16/2022 12:00:00 AM
UK Annual Kick-out Plan (GS170)FTSE 1008.5065%up to 6 years9/16/2022 12:00:00 AM
UK Annual Kick-out Plan (HS284)FTSE 1009.0060%up to 5 years9/9/2022 12:00:00 AM
UK Annual Kick-out Plan (HS285)FTSE 1009.5065%up to 5 years9/9/2022 12:00:00 AM
UK Defensive Annual Kick-out Plan (MS097)FTSE 1006.7560%up to 6 years9/9/2022 12:00:00 AM
UK Fixed Income Plan (CT052)FTSE 1005.0065%up to 5 years9/16/2022 12:00:00 AM
UK Semi-Annual Kick-out Plan (SG037)FTSE 1008.5060%up to 7 years8/26/2022 12:00:00 AM
UK Semi-Annual Kick-out Plan (SG038)FTSE 1009.0065%up to 7 years8/26/2022 12:00:00 AM
UK Step Down Kick-out Plan (CT051)FTSE 1008.0065%up to 7 years9/2/2022 12:00:00 AM
UK Step Down Kick-out Plan (GS168)FTSE 1006.0065%up to 7 years9/16/2022 12:00:00 AM
UK Step Down Kick-out Plan (HS279)FTSE 1007.0060%up to 5 years8/19/2022 12:00:00 AM
UK Step Down Kick-out Plan (HS280)FTSE 1007.2565%up to 5 years8/19/2022 12:00:00 AM
UK Step Down Kick-out Plan (HS281)FTSE 1007.2565%up to 5 years8/19/2022 12:00:00 AM
UK Step Down Kick-out Plan (HS286)FTSE 1005.7560%up to 5 years9/9/2022 12:00:00 AM
UK Step Down Kick-out Plan (HS287)FTSE 1006.0065%up to 5 years9/9/2022 12:00:00 AM

*Capital at Risk Barrier

UK 95% Annual Kick-out Plan (CT049)
UK 90% Annual Kick-out Plan (CT050)
UK Step Down Kick-out Plan (HS279)
UK Step Down Kick-out Plan (HS280)
UK Step Down Kick-out Plan (HS281)
Europe Step Down Kick-out Plan (HS282)
UK & Europe Step Down Kick-out Plan (HS283)
UK Semi-Annual Kick-out Plan (SG037)
UK Semi-Annual Kick-out Plan (SG038)
UK Step Down Kick-out Plan (CT051)
UK Annual Kick-out Plan (HS284)
UK Annual Kick-out Plan (HS285)
UK Step Down Kick-out Plan (HS286)
UK Step Down Kick-out Plan (HS287)
UK 95% Annual Kick-out Plan (MS095)
UK 95% Annual Kick-out Plan (MS096)
UK Defensive Annual Kick-out Plan (MS097)
UK Fixed Income Plan (CT052)
UK & Europe 95% Kick-out Plan (CA036)
UK Step Down Kick-out Plan (GS168)
UK Annual Kick-out Plan (GS169)
UK Annual Kick-out Plan (GS170)
UK & US Kick-out Plan (MS098)
UK & US Step Down Kick-out Plan (MS099)

*Capital at Risk Barrier

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