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.

Investment plans

Plan Name Counterparty Index Rate Kick-out
details
Barrier*Investment
Term
Closing date
UK Step Down Kick-out Plan (HS465)HSBC Bank plcFTSE 1006.7560%up to 5 years6/28/2024 12:00:00 AM
UK Step Down Kick-out Plan (HS466)HSBC Bank plcFTSE 1006.7560%up to 5 years6/28/2024 12:00:00 AM
UK Step Down Kick-out Plan (HS467)HSBC Bank plcFTSE 1007.0065%up to 5 years6/28/2024 12:00:00 AM
UK Step Down Kick-out Plan (HS468)HSBC Bank plcFTSE 1007.0065%up to 5 years6/28/2024 12:00:00 AM
Japan Annual Kick-out Plan (HS469)HSBC Bank plcNikkei 22511.2550%up to 6 years7/3/2024 12:00:00 AM
Japan Step Down Kick-out Plan (HS470)HSBC Bank plcNikkei 2259.5050%up to 6 years7/3/2024 12:00:00 AM
Europe Annual Kick-out Plan (HS471)HSBC Bank plcEURO STOXX 509.5065%up to 6 years7/3/2024 12:00:00 AM
UK & US Annual Kick-out Plan (MS171)Morgan Stanley & Co. InternationalFTSE 100 and S&P 50010.0065%up to 6 years7/5/2024 12:00:00 AM
UK & US Step Down Kick-out Plan (MS172)Morgan Stanley & Co. InternationalFTSE 100 and S&P 5008.5065%up to 6 years7/5/2024 12:00:00 AM
UK Fixed Income Plan (CT103)Citigroup Global MarketsFTSE 1005.4065%up to 5 years7/12/2024 12:00:00 AM
UK Annual Kick-out Plan (CT104)Citigroup Global MarketsFTSE 1008.5065%up to 6 years7/12/2024 12:00:00 AM
UK 90% Annual Kick-out Plan (MS174)Morgan Stanley & Co. InternationalFTSE 1007.2560%up to 6 years7/19/2024 12:00:00 AM
UK 90% Annual Kick-out Plan (MS175)Morgan Stanley & Co. InternationalFTSE 1007.5065%up to 6 years7/19/2024 12:00:00 AM
UK Step Down Kick-out Plan (CT105)Citigroup Global MarketsFTSE 1007.5065%up to 7 years7/26/2024 12:00:00 AM
UK Defensive Annual Kick-out Plan (CA090)Credit Agricole CIBFTSE 1007.5065%up to 7 years7/26/2024 12:00:00 AM
UK Step Down Kick-out Plan (CA091)Credit Agricole CIBFTSE 1007.0065%up to 7 years7/26/2024 12:00:00 AM
UK & Europe Step Down Kick-out Plan (CA092)Credit Agricole CIBFTSE 100 and EURO STOXX 509.2565%up to 6 years7/26/2024 12:00:00 AM

*Capital at Risk Barrier

Deposit plans

Plan Name Deposit Taker Index Rate Kick-out
details
Investment
Term
Closing date
UK Annual Kick-out Deposit Plan (SAN014)Santander UK plcFTSE 1007.25up to 6 years6/21/2024 12:00:00 AM
UK 90% Annual Kick-out Deposit Plan (SAN015)Santander UK plcFTSE 1006.25up to 6 years6/21/2024 12:00:00 AM
UK Defensive Growth Deposit Plan (SAN016)Santander UK plcFTSE 10019.003 years7/5/2024 12:00:00 AM
UK Growth Deposit Plan (SAN017)Santander UK plcFTSE 10025.003 years7/5/2024 12:00:00 AM
UK Step Down Kick-out Deposit Plan (SAN018)Santander UK plcFTSE 1006.25up to 5 years7/5/2024 12:00:00 AM

Investment plans

UK Step Down Kick-out Plan (HS465)
UK Step Down Kick-out Plan (HS466)
UK Step Down Kick-out Plan (HS467)
UK Step Down Kick-out Plan (HS468)
Japan Annual Kick-out Plan (HS469)
Japan Step Down Kick-out Plan (HS470)
Europe Annual Kick-out Plan (HS471)
UK & US Annual Kick-out Plan (MS171)
UK & US Step Down Kick-out Plan (MS172)
UK Fixed Income Plan (CT103)
UK Annual Kick-out Plan (CT104)
UK 90% Annual Kick-out Plan (MS174)
UK 90% Annual Kick-out Plan (MS175)
UK Step Down Kick-out Plan (CT105)
UK Defensive Annual Kick-out Plan (CA090)
UK Step Down Kick-out Plan (CA091)
UK & Europe Step Down Kick-out Plan (CA092)

*Capital at Risk Barrier

Deposit plans

UK Annual Kick-out Deposit Plan (SAN014)
UK 90% Annual Kick-out Deposit Plan (SAN015)
UK Defensive Growth Deposit Plan (SAN016)
UK Growth Deposit Plan (SAN017)
UK Step Down Kick-out Deposit Plan (SAN018)

If you would like to be notified of new structured investment launches, click here to subscribe to our email updates.