Discretionary Management

Our Discretionary Management Solutions are designed for clients who want to make the most of their assets and time by entrusting us with the management of their portfolio. 

In today's busy world, very few people can afford the time, or have the resources and the expertise required, to manage their wealth effectively. At Lloyds TSB International Private Banking, we can do it all for you, protecting your capital and increasing your wealth.

 

What are your investment goals?

Our priority is to understand your needs right from the start. We pride ourselves on our investment management skills and knowledge of the markets. We want to safeguard your capital and make it work for you. 

We make it our business to achieve your investment goals, be they capital growth, capital preservation, or a combination of both.


The right way to invest for you

We offer you five innovative, high-performance managed strategies, created to fulfil your individual financial needs.

We work with you to establish your investment profile, looking at your risk tolerance level, your base currency and your return objectives over a set time horizon. Your portfolio will then be structured via the appropriate investment solution.

 

 

Cash +


Seeks to outperform cash while keeping a low risk profile and strong liquidity.

Relative Return Strategies

Aim to optimise your risk and return objectives while diversifying your investments across asset classes and markets.

Global Return Strategies 

Allow you to participate in the upside of financial markets while limiting bear market impact.

Absolute Return Strategies 

Offer opportunities to generate positive returns independently of market performance.

Global Opportunities

A chance for long-term capital appreciation through investments in global themes.

 

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