Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can take 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.

Matured products

Browse our matured products to see how they have performed in the past
Click on the product titles below to reveal further information.
Annual Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
Conditional Income Plan
Product Name Plan Summary Start Date End Date Price
Defensive Dual Index Plan (UK and Europe)
Product Name Plan Summary Start Date End Date Price
Defensive Dual Index Plan (UK and US)
Product Name Plan Summary Start Date End Date Price
Defensive Step Down Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
Europe Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Fixed Income Plan
Product Name Plan Summary Start Date End Date Price
Japan Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Japan Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Quarterly Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Semi-Annual Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Defensive Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 90% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 95% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK and Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK and US Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
US Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Subscribe for free resources
& news updates.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form