Investment Management
Your financial goals
Find out how investment management could help you achieve your financial goals.
Through our partnership with Schroders Personal Wealth, you can access a range of investment products and services to help you grow your wealth and generate additional income.
The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor might not get back their initial investment.
Customer testimonials
See how these two customers are taking control of their finances, now and for the long term.
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 an appointment
Fees/Charges will apply if you take out a product or service.
How can an investment adviser help you?
Through our partnership, you could access investment management expertise from across the fund management industry, including:
“An adviser can meet you at a Lloyds Bank branch, over the phone, online or even at your home.”
Read moreInvestment management: FAQs
What does an investment manager do?
Also known as a fund manager or asset manager, an investment manager helps clients to try to grow their wealth and meet their goals, using a range of financial products
What is investment management?
Investment management is the buying and selling of financial assets, including stocks, shares and bonds. The process involves creating an investment strategy that works towards a set of financial goals or targets.
The investment team at 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.
Important legal information
Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.
Schroders Personal Wealth is a trading name of Scottish Widows Schroder Personal Wealth Limited.