Investment management

What we do

With over £11.5 billion of funds under management and advice (as at 31 October 2011), our Investment Management offering comprises a pooled funds fund management team, 30 private client teams and an institutional bond sales desk. A central investment process is discussed at weekly and monthly meetings to develop best ideas, current themes and to alter our model portfolios.

The pooled funds team focuses on specific asset classes and geographical regions. Current funds include: a UK hedge fund, long-only funds investing in specific regions such as Asia, Europe and  North America a specialist fixed interest capability with particular expertise in short-dated corporate bonds, a multi-manager team and a money market fund.

The largest part of the business is the private client side, providing predominantly discretionary services to a variety of clients including on and off shore private clients, SIPPS (private pensions), trusts and OEICs. With a client-driven philosophy, investment objectives are based on our understanding of clients’ needs and their appetite for differing asset classes. The department works closely with other parts of the group and there is also a specialist marketing and sales capability for pooled funds and the trustee and legal markets which sits in the department.

Our clients

We deal with a whole range of clients, including private individuals, their trusts, charities and smaller pension funds. Our clients have different investment objectives, risk profiles and income objectives, so there are plenty of challenging projects to work on.

What you can expect

You’ll receive a friendly introduction to the department during induction, which is the perfect time to get to know people and gather internal contacts. You’ll then be seconded to our Investment Settlement Operations, Middle Office, Compliance, Private Banking and Fund Administration departments who provide support to Investment Management, where you’ll pick up essential knowledge.

Moving to the front office, you’ll become familiar to the different teams, their clients and their specialist areas, after which you’ll be allocated a team. Working alongside a director, an associate director, one graduate and one secretary, you’ll get direct support and input.

You will also meet with our Learning & Development team to discuss our training needs and competency sign off procedures.

You will study for the CFA UK Society's Investment Management Certificate (IMC), followed by the Chartered Institute of Securities and Investment (CISI) Masters in Wealth Management. Qualifications like these are essential to boost your understanding of the industry and give clients reassurance. We help along the way - giving you time off for study and courses to perfect your skills in areas like networking and presenting.

Career progression

Once you've passed your exams, you can look forward to a variety of work challenges and increasing responsibility, all within a fast moving and growing market. If you’ve got the drive and show us just what you can do, you’ll find plenty of opportunity for fast progression.