Self-managed investment services
Execution only investment service
Fairbairn Private Bank can provide an
effective and efficient dealing service with secure custodian
facilities. Assets can be traded across any of the world's major
stock markets and can be held and reported through your Focus
account. You can use both discretionary and execution only services
simultaneously should you wish.
Investment advice service
This is an investment management service designed equally for
those with experience of investing their own money or those who are
seeking professional help with their investments.
Clients who would ordinarily manage and execute their own
investments may, from time to time, require some investment advice
on specific themes or strategies. Alternatively, some clients seek
help with investment decisions but do not wish to give the bank an
ongoing investment mandate to manage their assets.
To assist clients in these situations and when finalising their
investment plans, we will provide investment recommendations or
information for an agreed single fee (minimum £1,500).
Unlike our discretionary investment management services, where
we monitor your portfolio of investments on an ongoing basis, the
investment advice service is described as one-off which means the
advice or investment opportunity is provided based on your
particular circumstances at a point in time, but then you will need
to monitor your investment yourself.