Discretionary Asset Management Service –
The Nolan Baptist & Bond MasterAccount

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Nolan Baptist & Bond have always been committed to offering our Private, Corporate and Trustee clients an exceptional level of client service and sophisticated specialist financial advice.

We are now able to deliver a new level of investment management service which meets the individual needs of many of our clients. We have appointed Tilney Private Wealth Management, who are part of the Deutsche Bank Group to provide the Nolan Baptist & Bond MasterAccount.

The Nolan Baptist & Bond MasterAccount offers clients an exclusive level of service normally only available to financial institutions. It is a fully integrated financial planning and wealth management service which allocates you a designated fund manager and stockbroker to work in conjunction with your Nolan Baptist & Bond adviser 

This service is suitable for clients who wish to invest £200,000 and above on a discretionary managed basis as part of a holistic financial planning process. It is suitable for wealthy private individuals, trustees including charities and companies.

Clients using this service will receive a comprehensive written report at least twice a year which details comprehensive asset valuations including illustrated analysis and summaries. Reviews will conducted regularly to monitor your financial planning objectives and where necessary alter the investment strategy if and when these change over time.

For further information please contact Derek Baptist, Ceri Robbins or Jim Robertson.

To receive a copy of the Nolan Baptist & Bond MasterAccount brochure please click here