Investment Management

Looking to Boost your wealth?

Through our partnership with Schroders Personal Wealth you can access advice to help look at the best ways for you to invest your money.  This is one way you could generate an income in the long term, at a level of risk you’re comfortable with.

The value of investments and any income from them can go down as well as up. You may not get back the amount you invest.

Did you know?

Research shows that getting the right advice could increase your wealth by £47,000 over a decade1. Make sure your money is working as hard as you are.

1Source: ICL research November 2019

Through our partnership with Schroders Personal Wealth, we want to give more of our customers access to financial and investment expertise, to help give you the chance to choose what your financial future looks like.

If you have at least £100,000 in sole annual income, or £100,000 spread across sole or joint savings, investments and personal pensions, they could help you.

Book now

Fees/Charges will apply if you take out a product or service.

How can investment advice help you?

You could access investment management expertise, which can help you to navigate a range of investments including:
 

Individual Savings Accounts (ISAs).

Savings and investments can be paid into an ISA without the need to pay tax on interest/gains and no income tax on dividends.  How much you can pay into an ISA each calendar year is capped.

General Investment Accounts (GIAs)

Simple investment accounts which do not carry the tax benefits of some other types of account. There is no limit on how much you pay in.

Investment Bonds

An investment bond is a product purchased from a life insurance company, which can be used to access tax benefits.

Self-Invested Personal Pension (SIPPs)

A SIPP operates like a standard pension, but with greater freedom in the type of investments you can hold.

Book an appointment

All it takes is a free fifteen minute conversation, to find out if advice is best for you, with no obligation to take things further.
 

Book now


Or call us on: 0131 376 1815 

Lines are open Monday to Friday, 9am–6pm and Saturday 9am – 1pm, excluding bank holidays. 
Calls may be monitored and/or recorded. Call costs may vary depending on your service provider.

Allister Raby, Personal Wealth Adviser

“An adviser can meet you at a Bank of Scotland branch, over the phone, online or even at your home.”

Read more

Investment Management: FAQs

What does an investment manager do?

An investment manager helps clients to try to grow their wealth and meet their financial goals, using a range of products/services. 

What is investment management?

Investment management is the process of creating and implementing an investment strategy designed to works towards a set of financial goals.  As part of this strategy, financial assets including stocks, shares and bonds are bought and sold.

Schroders Personal Wealth aim to help you achieve your investment goals with a balanced and diversified approach to managing your money, taking into account the level of risk you’re comfortable with.

Lets talk

All it takes is a free fifteen minute conversation, to find out if advice is best for you, with no obligation to take things further.
 

Book now

Customer testimonials

Customer testimonials video


See how these two customers are taking control of their finances, now and for the long term.

Important legal information

Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.

Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.

Eligible investments are protected by the Financial Services Compensation scheme (FSCS). We are covered by the Financial Ombudsman Service.