Bank of Scotland Investment Service

The Mound
Edinburgh
EH1 1YZ, United Kingdom (Map)
Phone: +44-870-600-5000
Fax: +44-1422-326-688
Company Web Site

Overview

Like a tailor to clothes, Bank of Scotland Investment Service (BoSIS) believes financial planning requires the personal touch. A unit of Bank of Scotland, BoSIS offers investments, life assurance, pension and retirement planning, and inheritance tax planning to high-net-worth individuals and organizations. Its private clients typically earn more than £50,000 (approximately $66,000) per year. BoSIS employs more than 250 client managers at about a dozen locations throughout the UK. It became part of Lloyds Banking Group after Lloyds TSB bought its former parent, HBOS, in 2009.

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Key financials for Bank of Scotland Investment Service

Company Type Business Segment of Lloyds Banking Group
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Key people and executives for Bank of Scotland Investment Service

Managing Director Alan Jones
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Manager Business Development Kirk Alderson
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