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.

Financial advisers

Investments designed around the needs of your clients

Working with us

Since 2008, we have developed an excellent understanding of what financial advisers want from a product provider. Our experienced and approachable team will provide you with all the necessary support in offering our structured investments to your clients. Our focus is to create structured investments designed around their needs.

New to Walker Crips?

Financial advisers who are new to Walker Crips will be asked to complete our Due Diligence Pack and Terms of Business application which contain all the information you may require about us. If you require anything else, we have included a number of other documents below. If the form you are looking for is not here, call our team and we'll ensure you have everything you need.

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Bespoke products

As well as our core product range we also work with intermediaries to create bespoke products for your investors. You may feel that you would prefer to offer a specific counterparty or aim for a particular rate or return with a different level of capital protection.

Most parameters can be adjusted, although there is usually a minimum investment required. We can also prepare the documents within your own brand guidelines if necessary. Contact us using the details below if you would like to find out more.

Training and education

If you are looking for more details about structured investments, how they are constructed, the benefits they can offer and the investment risks, we have a CPD accredited training course that can be tailored to your requirements. Contact our team on 020 3100 8880 or email to arrange.

Credit ratings

Credit ratings can be used to assess the creditworthiness of an institution, for example, a bank. We include the credit ratings of the counterparty(s) in our product brochures so investors are made aware of the risk level they are being exposed to. For further information including current ratings from the three main credit rating agencies, click on the link below.

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Keep up to date

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

Contact us

Client services
020 3100 8880

Office address

Walker Crips Structured Investments
Old Change House
128 Queen Victoria Street

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