Lloyds TSB banking caters to customers investment needs
www.moneynews.co.uk > Banking > Lloyds TSB banking caters to customers investment needs
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Money News |
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Lloyds TSB banking caters to customers investment needs
Mon 17th Jan 2005
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The Investment Portfolio Service almost triples the number of investment profiles available, letting clients choose between equity, property, and bond funds.
"The close relationship we build up with clients enables us to truly understand their financial priorities, allowing us to provide them with a holistic banking and investment service," said Mark Cheshire, managing director of Lloyds TSB Private Banking.
"Not only does this encompass traditional banking, including tax and inheritance planning, but also allows us to provide, specifically, for their investment needs," he added.
The new portfolio service is run with Scottish Widows Investment Partnership, allowing it to utilise Russell Investment Group's expertise and multi-manager funds.
Along with tailored investment portfolios, clients of Lloyds TSB's Private Banking receive free travel insurance along with services including tax and inheritance planning.
But the service is not open to all, with individuals being required to have £250,000 or more of investment assets or with an income over £250,000 to sign up.
The Investment Portfolio Service is available to customers with £175,000 to invest.
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Related News : LloydsTSB |
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