What we can offer


We provide a range of bespoke
investment services to our clients


  1. Discretionary Investment Management

    PBIM offers professional investment management services. Your investment manager will take responsibility for the management of your portfolio at their discretion, based on your individual requirements.

  2. Model Portfolio Solutions

    Our Managed Portfolio Solutions are a straightforward, cost-effective way of enabling you to benefit from our investment expertise, process and resources, with the aim of preserving or growing your wealth.

    Quickguide | PBIM Defensive Portfolio | PBIM Cautious Portfolio | PBIM Balanced Portfolio | PBIM Growth Portfolio

  3. Execution Only

    This service is available to clients who wish to make investment decisions on their own behalf without the assistance of an investment manager.

  4. Foreign Exchange

    We are able to transact foreign exchange for our professional and retail clients to achieve the best rates possible.

  5. Asset Based Lending

    We offer the flexibility for clients to borrow against the assets we manage on their behalf.

  6. Impact Investing

    Clients who seek a social or environmental return on their investments benefit from our in-house expert to help them refine their objectives and develop a portfolio that is aligned to their values.