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If you've more than £250,000 to save or invest, we can offer wealth management services to suit individual circumstances and help ensure your wealth is well looked after.
The value of investments and the income from them can go down as well as up and cannot be guaranteed. Consequently, on selling, investors may not get back the amount they originally invested.
If you're on the move, you don't want your finances to stand still. Our investment approach aims to help you get the most out of your money
Think about your risk appetite and how long you want to have your money invested.
We've a wide range of investment funds and managed portfolios and can help you find one with the right level of risk for you.
If you have an international lifestyle, you'll want expert advice always on hand.
No call centres or queues. A
dedicated Relationship Manager
will create a wealth plan to match your personal circumstances.
Ensure you don’t pay more tax than you should.
We don't provide tax advice but
customers are eligible for an
initial tax review with Ernst & Young LLP
and get preferential rates when taking up their services.
Wherever you are in retirement you'll want to relax, knowing that your finances are in safe hands. Our team of investment experts may be able to help.
Think carefully about how you plan to make the transition from
working life to retirement. With life expectancy increasing, we must
anticipate a longer retirement.
dedicated Relationship Manager
can help you with retirement planning and how you want your retirement income to work.
Even if you already have plans in place for your retirement, review them regularly so they continue to meet your needs.
We offer annual checks to ensure your financial arrangements meet any changing circumstances.
When you've worked hard for your wealth it’s good to know your assets are ready to be passed onto your loved ones in the future.
Circumstances change. Keep your plans under review to help safeguard your family's future
can advise on how to ensure that your wishes are met.
Consider all your needs and seek specialist advice, especially if you have assets across the world.
Our international investment specialists will assess your needs including asset protection, retirement and relocation plans and provide advice on managing your finances.
Consider the best way to leave your wealth to all your beneficiaries.
We can develop a
wealth structuring solution
not only for your heirs but also other beneficiaries, including charities and philanthropic causes.
Our services are available in many countries but not all and are also subject to other eligibility criteria.
Answer a few simple questions to find out if you're eligible.
From the UK, call:0800 055 6358
Outside the UK, call:+44 (0) 1624 641 825
Mon-Fri 8am-6pm and Saturday 9.30am-1.30pm UK time.
Calls may be monitored/recorded.
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Our services are offered by Lloyds Bank International Limited, Lloyds Bank (Gibraltar) Limited & Lloyds Investment Fund Managers Limited.
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Mon-Fri 8am-6pm & Sat 9.30am-1.30pm UK time. Calls may be monitored/recorded.