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Investment funds to be tailored to client needs at Lloyds TSB

18 January 2005
Savings products can now be tailored to customers' specific needs Lloyds TSB Private Banking has said.

The bank's new Investment Portfolio Service almost triples the investment profiles available for clients.

Mark Cheshire, managing director of Lloyds TSB Private Banking, said: "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.

"Not only does this encompass traditional banking, including tax and inheritance planning, but also allows us to provide, specifically, for their investment needs."

But the service is restricted to the bank's top clients, with individuals having to have £250,000 or more of investment assets or an income over £250,000 to sign up.

The Investment Portfolio Service is available to customers with £175,000 to invest.

To read more about investment trusts, click here.
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