Diversification allows us to create a blend of assets to suit different appetites for risk and reward.
By investing across a broad range of assets we create a diverse portfolio. Our aim is to lessen your risk, give you a greater degree of stability, and create the right blend of assets to suit your appetite for risk and reward.
Once the strategic asset allocation has set the blueprint for your portfolio, we then construct portfolios using the best assets to bring that blueprint to life. Our aim is to ensure your portfolio invests in funds that represent their broader asset class as closely as possible, at a reasonable price and with the least possible risk.
Each asset class has its own unique characteristics. In changeable market conditions, some assets will rise in value while others fall. No single asset class is consistently the top performer. We believe diversification is the best way to maximise opportunities with the aim of producing more consistent returns.
The value of investments and the income from them may fall as well as rise and cannot be guaranteed. Investors may not receive back the full amount originally invested.
For access to advice from a Private Banking and Advice Manager, you’ll need at least £250,000 in savings, investments and/or personal pensions and/or a sole annual income of at least £250,000.
Find out more about Eligibility and fees.
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IMPORTANT LEGAL INFORMATION:
Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.