Advisory Services

Do you wish to make your own investment decisions while benefiting from our in-house investment capabilities ? 

Lloyds TSB International Private Banking Advisory Services offer a personalised service with real-time advice on financial markets, single asset class views and recommendations (stock lists, bond lists etc), plus access to financial research. 

Via your Relationship Manager, you can benefit from expert advice, execution and support, continuous monitoring of your investments and proactive recommendations, in line with your financial objectives.

 

Expert advice and support service

In addition to our views and recommendations, our clients with sophisticated needs can benefit from the support of our Client Advisory Team: a multi-cultural, multi-lingual team of highly skilled, experienced professionals - a ‘boutique’ team - that will respond quickly to the demands of our more complex clients.
 
Client-centric, the Client Advisory Team experts look at your global profile, in terms of business, liabilities, constraints, and financial goals. They combine Lloyds TSB International Private Banking’s managed strategies and advisory offering to find the optimal solution for you, always in line with your risk/return profile and financial needs.

 

For full understanding of these solutions, their benefits, limitations and legal restrictions in your jurisdiction, please contact our Marketing Department.