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 Banking 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.
Further Information
