Asset Management Service

If you have at least £100,000 of savings and investments

Our Asset Management Service will help you conserve and build your wealth with an investment solution that meets your needs. This is a managed Investment Portfolio Service, which means that we free up your time by making the day-to-day decisions on your behalf.

We will:

• provide you with a Private Banking Manager, who will spend time getting to know you, your plans and priorities and how you like things done,
  
• build an investment portfolio designed to most closely meet your needs, choosing from a range of investment solutions, each incorporating a combination of funds to accommodate your attitude to risk, from diverse lower risk investments to more adventurous funds,
  
• manage your investments using the expertise of the Lloyds TSB Group.

If you have investments where, for tax or personal reasons, you want to look after them yourself - but you do not want to handle the administration - you can place those holdings in our Portfolio Administration Service, separate from your managed portfolio.

When you are a client of Lloyds TSB Private Banking we can also:

• help you take advantage of tax-efficient arrangements through our Select ISA  and send you details of your portfolio and its performance,
• manage your personal finances using our wide range of banking and finance solutions,
• preserve your wealth by looking at everything from minimising your tax burden to planning for retirement,
• provide access to other services designed for Private Banking clients such as our Tax Services and a range of estate planning solutions known as Family Wealth Transfer.