Advisory Service

Our Advisory Service enables you to draw upon a wealth of global investment knowledge and insight, leveraging the Santander Group’s expertise and resource to create a strategy tailored to meet your needs and objectives.

Our Advisory Service is designed for financially active clients, with a minimum of £250,000 to invest. If you are a Jersey resident, or UK resident, non UK domiciled, our Advisory Service can help you to make informed decisions about your financial future, based on your personal, family and business goals.

Individual focus, global perspective

At the heart of our Advisory Service, is an imperative that we establish a comprehensive understanding of your requirements and clearly define your investment goals, time horizons, liquidity needs and attitude to risk. These factors will determine your investment profile and underpin your investment strategy.

Having established this understanding of your objectives, your Private Banker will leverage the Group’s resource when advising you on the optimal asset allocation and weighting within your portfolio. In this way, market insight and specialist knowledge from across the Group is harnessed and combined with the local expertise of your Private Banker to meet your strategic aims.

Our Advisory Service uses three model portfolios comprised exclusively of funds. These funds have a different weighting within each model portfolio to reflect our views regarding the optimal asset allocation required to meet your objectives in line with your investment profile.