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
Japan Annual Kick-out Plan (HS532)HSBC Bank plcNIKKEI 22510.0050%up to 6 years1/10/2025 12:00:00 AM
Japan Step Down Kick-out Plan (HS533)HSBC Bank plcNIKKEI 2258.5050%up to 6 years1/10/2025 12:00:00 AM
UK Step Down Kick-out Plan (HS526)HSBC Bank plcFTSE 1006.5060%up to 6 years1/3/2025 12:00:00 AM
UK Step Down Kick-out Plan (HS527)HSBC Bank plcFTSE 1006.5060%up to 6 years1/3/2025 12:00:00 AM
UK 95% Annual Kick-out Plan (MS193)Morgan Stanley & Co. InternationalFTSE 1007.0060%up to 7 years1/10/2025 12:00:00 AM
UK Annual Kick-out Plan (HS534)HSBC Bank plcFTSE 1007.5060%up to 6 years1/17/2025 12:00:00 AM
UK Step Down Kick-out Plan (HS536)HSBC Bank plcFTSE 1006.0060%up to 6 years1/17/2025 12:00:00 AM
UK Step Down Kick-out Plan (CT123)Citigroup Global MarketsFTSE 1007.0065%up to 7 years1/3/2025 12:00:00 AM
UK Annual Kick-out Plan (CT124)Citigroup Global MarketsFTSE 1008.2565%up to 6 years1/3/2025 12:00:00 AM
UK Step Down Kick-out Plan (HS528)HSBC Bank plcFTSE 1007.0065%up to 6 years1/3/2025 12:00:00 AM
UK Step Down Kick-out Plan (HS529)HSBC Bank plcFTSE 1007.0065%up to 6 years1/3/2025 12:00:00 AM
Europe Annual Kick-out Plan (HS530)HSBC Bank plcEURO STOXX 509.7565%up to 6 years1/8/2025 12:00:00 AM
Europe Step Down Kick-out Plan (HS531)HSBC Bank plcEURO STOXX 508.5065%up to 6 years1/8/2025 12:00:00 AM
UK & Europe Step Down Kick-out Plan (CA101)Credit Agricole CIBFTSE 100 and EURO STOXX 509.5065%up to 6 years1/10/2025 12:00:00 AM
UK Step Down Kick-out Plan (CA102)Credit Agricole CIBFTSE 1006.5065%up to 7 years1/10/2025 12:00:00 AM
UK & Europe Annual Kick-out Plan (CA103)Credit Agricole CIBFTSE 100 and EURO STOXX 5012.0065%up to 6 years1/10/2025 12:00:00 AM
UK Annual Kick-out Plan (HS535)HSBC Bank plcFTSE 1007.7565%up to 6 years1/17/2025 12:00:00 AM
UK Fixed Income Plan (CT121)Citigroup Global MarketsFTSE 1005.5065%up to 5 years1/3/2025 12:00:00 AM
UK 95% Annual Kick-out Plan (MS194)Morgan Stanley & Co. InternationalFTSE 1007.5065%up to 7 years1/10/2025 12:00:00 AM
UK Step Down Kick-out Plan (HS537)HSBC Bank plcFTSE 1006.2565%up to 6 years1/17/2025 12:00:00 AM
UK & US Annual Kick-out Plan (MS195)Morgan Stanley & Co. InternationalFTSE 100 and S&P 50010.0065%up to 6 years1/24/2025 12:00:00 AM
UK & US Step Down Kick-out Plan (MS196)Morgan Stanley & Co. InternationalFTSE 100 and S&P 5008.0065%up to 6 years1/24/2025 12:00:00 AM
UK Defensive Step Down Kick-out Plan (CT122)Citigroup Global MarketsFTSE 1006.3565%up to 7 years1/3/2025 12:00:00 AM

*Capital at Risk Barrier

Deposit plans

Plan Name Deposit Taker Index Rate Kick-out
details
Investment
Term
Closing date
UK Defensive Growth Deposit Plan (SAN044)Santander UK plcFTSE 10017.503 years1/10/2025 12:00:00 AM
UK Growth Deposit Plan (SAN045)Santander UK plcFTSE 10022.503 years1/10/2025 12:00:00 AM
UK Step Down Kick-out Deposit Plan (SAN046)Santander UK plcFTSE 1005.50up to 5 years1/10/2025 12:00:00 AM
UK Annual Kick-out Deposit Plan (SAN047)Santander UK plcFTSE 1006.25up to 6 years1/17/2025 12:00:00 AM
UK 90% Annual Kick-out Deposit Plan (SAN048)Santander UK plcFTSE 1005.25up to 6 years1/17/2025 12:00:00 AM
UK Fixed Growth Deposit Plan (SAN049)Santander UK plcFTSE 10023.004 years1/17/2025 12:00:00 AM

Investment plans

Europe Annual Kick-out Plan (HS530)
Europe Step Down Kick-out Plan (HS531)
Japan Annual Kick-out Plan (HS532)
Japan Step Down Kick-out Plan (HS533)
UK & Europe Annual Kick-out Plan (CA103)
UK & Europe Step Down Kick-out Plan (CA101)
UK & US Annual Kick-out Plan (MS195)
UK & US Step Down Kick-out Plan (MS196)
UK 95% Annual Kick-out Plan (MS193)
UK 95% Annual Kick-out Plan (MS194)
UK Annual Kick-out Plan (CT124)
UK Annual Kick-out Plan (HS534)
UK Annual Kick-out Plan (HS535)
UK Defensive Step Down Kick-out Plan (CT122)
UK Fixed Income Plan (CT121)
UK Step Down Kick-out Plan (CA102)
UK Step Down Kick-out Plan (CT123)
UK Step Down Kick-out Plan (HS526)
UK Step Down Kick-out Plan (HS527)
UK Step Down Kick-out Plan (HS528)
UK Step Down Kick-out Plan (HS529)
UK Step Down Kick-out Plan (HS536)
UK Step Down Kick-out Plan (HS537)

*Capital at Risk Barrier

Deposit plans

UK Defensive Growth Deposit Plan (SAN044)
UK Growth Deposit Plan (SAN045)
UK Step Down Kick-out Deposit Plan (SAN046)
UK Annual Kick-out Deposit Plan (SAN047)
UK 90% Annual Kick-out Deposit Plan (SAN048)
UK Fixed Growth Deposit Plan (SAN049)

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