Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can take 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.

Matured products

Browse our matured products to see how they have performed in the past
Click on the product titles below to reveal further information.
8Y UK Equal Weight Defensive Kick-out Plan
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Annual Growth Plan
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Annual Kick-out Plan (UK)
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Annual Step Down Plan
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Defensive Annual Growth Plan
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Defensive Dual Index Plan (UK and Europe)
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Defensive Dual Index Plan (UK and US)
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Defensive Step Down Kick-out Plan (UK)
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Dual Index Plan (UK and Europe)
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Dual Index Plan (UK and US)
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Europe Kick-out Plan
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Europe Step Down Kick-out Plan
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Fixed Income Plan
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FTSE Deposit Plan
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FTSE Growth Kick-out Plan
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FTSE Income Plan
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Semi-Annual 90% Kick-out Plan
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Semi-Annual Kick-out Plan
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Semi-Annual Step Down Kick-out Plan
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Semi-Annual Step Down Kick-out Plan (UK & Europe)
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Stepped Growth Plan
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Super Defensive Dual Index Plan
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Triple Index Plan
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UK & Europe 95% Kick-out Plan
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UK & Europe Conditional Income Kick-out Plan
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UK & Europe Defensive Kick-out Plan (SG)
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UK & Europe Defensive Kick-out Plan (UK3)
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UK & Europe Kick-out Plan
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UK & Europe Step Down Kick-out Plan (UK3)
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UK & US Conditional Income Kick-out Plan
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UK & US Kick-out Plan
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UK 7Y Step Down Kick-out Plan
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UK 8Y Defensive Kick-out Plan
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UK 90% Annual Kick-out Plan
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UK 90% Kick-out Plan (MS)
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UK 95% Annual Kick-out Plan
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UK 95% Kick-out Plan (MS)
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UK and Europe 90% Kick-out Plan
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UK and Europe Kick-out Plan (UK Four)
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UK and Europe Semi-Annual Defensive Kick-out Plan
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UK and Europe Semi-Annual Defensive Kick-out Plan 75% Final
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UK and Europe Semi-Annual Step Down Plan
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UK and Europe Step Down Kick-out Plan
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UK and Europe Step Down Kick-out Plan (UK Four)
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UK and Europe Target Income Kick-out Plan
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UK and Europe Target Income Plan
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UK and US Defensive Step Down Plan (UK Four)
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UK and US Fixed Income Plan (UK Four)
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UK and US Semi-Annual Step Down Kick-out Plan
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UK and US Step Down Kick-out Plan
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UK and US Step Down Kick-out Plan (UK Four)
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UK Annual Step Down Kick-out Plan
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UK Best Entry Growth Plan
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UK Conditional Income Kick-out Plan
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