We are experiencing a high number of calls at the moment. So that we can support those in the most vulnerable situations, please only call if it is urgent. Remember, you can do most of your banking tasks yourself online, either using our app or through Internet Banking

 

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

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.

To benefit from the expertise of Schroders Personal Wealth, you will need to have at least:

  • £100,000 of sole/joint savings, investments and/or personal pensions; and/or
  • £100,000 of sole annual income.
     

Book an appointment
Fees/Charges will apply if you take out a financial plan, 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:
 

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 is capped

General Investments 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

Book a free, 15-minute appointment to find out if wealth management advice is what you’re looking for. There’s no obligation to take things further.

Book now

Or call us to book your appointment on 0808 167 4243.

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, London

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

Investment 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.

Investment Management | Lloyds Bank

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.