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About the transfer of our investment business

Following a strategic review of our investment business, we plan to transfer ownership of our portfolios and fund management services to Brooks Macdonald by the end of 2020, subject to regulatory approval. We will be writing to you if you are affected by this change.

We’re committed to meeting your needs

We’ve chosen Brooks Macdonald because we believe the interests of our customers are best served by a company that is focused on this sector and has plans to further invest in its business, products and services. You can find out more about Brooks Macdonald at brooksmacdonald.com.

Supporting you all the way

At this time there are no changes to the day to day management of your portfolios and fund management services and you don’t need to take any action. This transfer will not change any banking relationships you may have with us.

We understand how important this move will be and we’re working closely with Brooks Macdonald to ensure a smooth transition. If you have any questions in the meantime about your fund management service please contact us on +44 (0)1534 845555. If you hold a portfolio with us your Relationship Manager will be in touch shortly.