- HomeView the Bank of Scotland Private Clients' home page.
- PrivateBankingSpecialist banking services provided by your own Relationship Manager.
- InvestmentServiceExpert financial planning advice covering retirement, inheritance and protection.
- PortfolioManagementFree up your time, and let us manage your stock market investments for you.
- AnnuityServiceFor the potential of a better return consult our annuity experts.
- OtherServicesOther HBOS services, including business and offshore banking.
Bank of Scotland Portfolio Management Service
Our discretionary Portfolio Management Service allows you to invest directly in the stock market without any of the hard work.
After discussing your objectives and attitude towards risk, we will create a portfolio suited to your specific requirements. Whether you're investing for income or for capital growth, we can help. It's a full discretionary arrangement, which means you can trust us to manage your capital, leaving you free to focus on other matters.
We have all the market information at our fingertips and can take care of the paperwork keeping you fully informed with regular performance updates.
Why choose us?
- Personal service and independent advice from your dedicated Portfolio Manager.
- Peace of mind - our discretionary service means an expert is managing your portfolio on your behalf.
- Clear and competitive fees.
Who can join?
Our clients have more than £100,000 in cash, securities or a mixture of both to invest.
Contact us
Take advantage of the benefits of our Portfolio Management Service, simply call us, or e-mail us today.
0870 129 9968
