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
Europe Annual Kick-out Plan (HS530)
HSBC Bank plc
EURO STOXX 509.75 % p.a.
65%
up to 6 years
8 Jan 2025
Europe Step Down Kick-out Plan (HS531)
HSBC Bank plc
EURO STOXX 508.50 % p.a.
65%
up to 6 years
8 Jan 2025
Europe Annual Kick-out Plan (HS542)
HSBC Bank plc
EURO STOXX 5010.00 % p.a.
65%
up to 6 years
5 Feb 2025
Europe Step Down Kick-out Plan (HS543)
HSBC Bank plc
EURO STOXX 508.50 % p.a.
65%
up to 6 years
5 Feb 2025
UK 95% Annual Kick-out Plan (MS193)
Morgan Stanley & Co. International
FTSE 1007.00 % p.a.
60%
up to 7 years
10 Jan 2025
UK Step Down Kick-out Plan (CA102)
Credit Agricole CIB
FTSE 1006.50 % p.a.
65%
up to 7 years
13 Jan 2025
UK Annual Kick-out Plan (HS534)
HSBC Bank plc
FTSE 1007.50 % p.a.
60%
up to 6 years
17 Jan 2025
UK Annual Kick-out Plan (HS535)
HSBC Bank plc
FTSE 1007.75 % p.a.
65%
up to 6 years
17 Jan 2025
UK Step Down Kick-out Plan (HS538)
HSBC Bank plc
FTSE 1006.50 % p.a.
60%
up to 6 years
5 Feb 2025
UK Fixed Income Plan (CT125)
Citigroup Global Markets
FTSE 1005.40 % p.a.
65%
up to 5 years
14 Feb 2025
UK 95% Annual Kick-out Plan (MS194)
Morgan Stanley & Co. International
FTSE 1007.50 % p.a.
65%
up to 7 years
10 Jan 2025
UK Step Down Kick-out Plan (HS536)
HSBC Bank plc
FTSE 1006.00 % p.a.
60%
up to 6 years
17 Jan 2025
UK Step Down Kick-out Plan (HS537)
HSBC Bank plc
FTSE 1006.25 % p.a.
65%
up to 6 years
17 Jan 2025
UK Step Down Kick-out Plan (HS539)
HSBC Bank plc
FTSE 1006.50 % p.a.
60%
up to 6 years
5 Feb 2025
UK Step Down Kick-out Plan (HS540)
HSBC Bank plc
FTSE 1007.00 % p.a.
65%
up to 6 years
5 Feb 2025
UK Step Down Kick-out Plan (HS541)
HSBC Bank plc
FTSE 1007.00 % p.a.
65%
up to 6 years
5 Feb 2025
UK Step Down Kick-out Plan (CT126)
Citigroup Global Markets
FTSE 1007.25 % p.a.
65%
up to 7 years
14 Feb 2025
UK Annual Kick-out Plan (CT127)
Citigroup Global Markets
FTSE 1008.25 % p.a.
65%
up to 6 years
14 Feb 2025
UK & Europe Step Down Kick-out Plan (CA101)
Credit Agricole CIB
FTSE 100 and EURO STOXX 509.50 % p.a.
65%
up to 6 years
13 Jan 2025
UK & Europe Annual Kick-out Plan (CA103)
Credit Agricole CIB
FTSE 100 and EURO STOXX 5012.00 % p.a.
65%
up to 6 years
13 Jan 2025
UK & US Annual Kick-out Plan (MS195)
Morgan Stanley & Co. International
FTSE 100 and S&P 50010.00 % p.a.
65%
up to 6 years
24 Jan 2025
UK & US Step Down Kick-out Plan (MS196)
Morgan Stanley & Co. International
FTSE 100 and S&P 5008.00 % p.a.
65%
up to 6 years
24 Jan 2025
Japan Annual Kick-out Plan (HS532)
HSBC Bank plc
NIKKEI 22510.00 % p.a.
50%
up to 6 years
10 Jan 2025
Japan Step Down Kick-out Plan (HS533)
HSBC Bank plc
NIKKEI 2258.50 % p.a.
50%
up to 6 years
10 Jan 2025

*Capital at Risk Barrier

Deposit plans

Plan Name Deposit Taker Index Rate Kick-out
details
Investment
Term
Closing date
UK 90% Annual Kick-out Deposit Plan (SAN048)
Santander UK plc
FTSE 1005.25 % p.a.
up to 6 years
17 Jan 2025
UK Step Down Kick-out Deposit Plan (SAN046)
Santander UK plc
FTSE 1005.50 % p.a.
up to 5 years
10 Jan 2025
UK Annual Kick-out Deposit Plan (SAN047)
Santander UK plc
FTSE 1006.25 % p.a.
up to 6 years
17 Jan 2025
UK Defensive Growth Deposit Plan (SAN044)
Santander UK plc
FTSE 10017.50 %
3 years
10 Jan 2025
UK Growth Deposit Plan (SAN045)
Santander UK plc
FTSE 10022.50 %
3 years
10 Jan 2025
UK Fixed Growth Deposit Plan (SAN049)
Santander UK plc
FTSE 10023.00 %
4 years
17 Jan 2025

Investment plans

Europe Annual Kick-out Plan (HS530)
Counterparty
HSBC Bank plc
Underlying Index(es)EURO STOXX 50
Rate9.75 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 8 Jan 2025
Europe Step Down Kick-out Plan (HS531)
Counterparty
HSBC Bank plc
Underlying Index(es)EURO STOXX 50
Rate8.50 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 8 Jan 2025
Japan Annual Kick-out Plan (HS532)
Counterparty
HSBC Bank plc
Underlying Index(es)NIKKEI 225
Rate10.00 % p.a.
Kick-out details
Barrier*50%
Investment Termup to 6 years
Closing date 10 Jan 2025
Japan Step Down Kick-out Plan (HS533)
Counterparty
HSBC Bank plc
Underlying Index(es)NIKKEI 225
Rate8.50 % p.a.
Kick-out details
Barrier*50%
Investment Termup to 6 years
Closing date 10 Jan 2025
UK 95% Annual Kick-out Plan (MS193)
Counterparty
Morgan Stanley & Co. International
Underlying Index(es)FTSE 100
Rate7.00 % p.a.
Kick-out details
Barrier*60%
Investment Termup to 7 years
Closing date 10 Jan 2025
UK 95% Annual Kick-out Plan (MS194)
Counterparty
Morgan Stanley & Co. International
Underlying Index(es)FTSE 100
Rate7.50 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 7 years
Closing date 10 Jan 2025
UK & Europe Step Down Kick-out Plan (CA101)
Counterparty
Credit Agricole CIB
Underlying Index(es)FTSE 100 and EURO STOXX 50
Rate9.50 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 13 Jan 2025
UK Step Down Kick-out Plan (CA102)
Counterparty
Credit Agricole CIB
Underlying Index(es)FTSE 100
Rate6.50 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 7 years
Closing date 13 Jan 2025
UK & Europe Annual Kick-out Plan (CA103)
Counterparty
Credit Agricole CIB
Underlying Index(es)FTSE 100 and EURO STOXX 50
Rate12.00 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 13 Jan 2025
UK Annual Kick-out Plan (HS534)
Counterparty
HSBC Bank plc
Underlying Index(es)FTSE 100
Rate7.50 % p.a.
Kick-out details
Barrier*60%
Investment Termup to 6 years
Closing date 17 Jan 2025
UK Annual Kick-out Plan (HS535)
Counterparty
HSBC Bank plc
Underlying Index(es)FTSE 100
Rate7.75 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 17 Jan 2025
UK Step Down Kick-out Plan (HS536)
Counterparty
HSBC Bank plc
Underlying Index(es)FTSE 100
Rate6.00 % p.a.
Kick-out details
Barrier*60%
Investment Termup to 6 years
Closing date 17 Jan 2025
UK Step Down Kick-out Plan (HS537)
Counterparty
HSBC Bank plc
Underlying Index(es)FTSE 100
Rate6.25 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 17 Jan 2025
UK & US Annual Kick-out Plan (MS195)
Counterparty
Morgan Stanley & Co. International
Underlying Index(es)FTSE 100 and S&P 500
Rate10.00 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 24 Jan 2025
UK & US Step Down Kick-out Plan (MS196)
Counterparty
Morgan Stanley & Co. International
Underlying Index(es)FTSE 100 and S&P 500
Rate8.00 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 24 Jan 2025
UK Step Down Kick-out Plan (HS538)
Counterparty
HSBC Bank plc
Underlying Index(es)FTSE 100
Rate6.50 % p.a.
Kick-out details
Barrier*60%
Investment Termup to 6 years
Closing date 5 Feb 2025
UK Step Down Kick-out Plan (HS539)
Counterparty
HSBC Bank plc
Underlying Index(es)FTSE 100
Rate6.50 % p.a.
Kick-out details
Barrier*60%
Investment Termup to 6 years
Closing date 5 Feb 2025
UK Step Down Kick-out Plan (HS540)
Counterparty
HSBC Bank plc
Underlying Index(es)FTSE 100
Rate7.00 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 5 Feb 2025
UK Step Down Kick-out Plan (HS541)
Counterparty
HSBC Bank plc
Underlying Index(es)FTSE 100
Rate7.00 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 5 Feb 2025
Europe Annual Kick-out Plan (HS542)
Counterparty
HSBC Bank plc
Underlying Index(es)EURO STOXX 50
Rate10.00 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 5 Feb 2025
Europe Step Down Kick-out Plan (HS543)
Counterparty
HSBC Bank plc
Underlying Index(es)EURO STOXX 50
Rate8.50 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 5 Feb 2025
UK Fixed Income Plan (CT125)
Counterparty
Citigroup Global Markets
Underlying Index(es)FTSE 100
Rate5.40 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 5 years
Closing date 14 Feb 2025
UK Step Down Kick-out Plan (CT126)
Counterparty
Citigroup Global Markets
Underlying Index(es)FTSE 100
Rate7.25 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 7 years
Closing date 14 Feb 2025
UK Annual Kick-out Plan (CT127)
Counterparty
Citigroup Global Markets
Underlying Index(es)FTSE 100
Rate8.25 % p.a.
Kick-out details
Barrier*65%
Investment Termup to 6 years
Closing date 14 Feb 2025

*Capital at Risk Barrier

Deposit plans

UK Defensive Growth Deposit Plan (SAN044)
Deposit Taker
Santander UK plc
Underlying Index(es)FTSE 100
Rate17.50 %
Kick-out details
Investment Term3 years
Closing date 10 Jan 2025
UK Growth Deposit Plan (SAN045)
Deposit Taker
Santander UK plc
Underlying Index(es)FTSE 100
Rate22.50 %
Kick-out details
Investment Term3 years
Closing date 10 Jan 2025
UK Step Down Kick-out Deposit Plan (SAN046)
Deposit Taker
Santander UK plc
Underlying Index(es)FTSE 100
Rate5.50 % p.a.
Kick-out details
Investment Termup to 5 years
Closing date 10 Jan 2025
UK Annual Kick-out Deposit Plan (SAN047)
Deposit Taker
Santander UK plc
Underlying Index(es)FTSE 100
Rate6.25 % p.a.
Kick-out details
Investment Termup to 6 years
Closing date 17 Jan 2025
UK 90% Annual Kick-out Deposit Plan (SAN048)
Deposit Taker
Santander UK plc
Underlying Index(es)FTSE 100
Rate5.25 % p.a.
Kick-out details
Investment Termup to 6 years
Closing date 17 Jan 2025
UK Fixed Growth Deposit Plan (SAN049)
Deposit Taker
Santander UK plc
Underlying Index(es)FTSE 100
Rate23.00 %
Kick-out details
Investment Term4 years
Closing date 17 Jan 2025

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