I need expert advice

The senior executive

Name: Henry Gibbs

Nationality: Australian

Age: 55

Occupation: CEO of a hotel chain

Lives in: Los Angeles

Family: Wife and two teenage children

Spending: Private schools for the children, travelling and a mortgage on a second home in Australia

Savings/investments: Henry has a savings pot of £2.5 million in shares, bonds and bank accounts but he is seeking a more focused approach to managing his money

Henry Gibbs is the CEO of a major hotel chain and has made his home in the US, which is his most lucrative market. He has £2.5 million in savings but, with a job that keeps him constantly busy, he has little time to manage the funds himself.

In this situation, our Private Clients service, together with banking deposits, is ideal. The Private Clients service has been developed to support those with larger amounts to invest. It offers portfolios available in various currencies with a range of risk profiles.

Once his account is set up, he will be introduced to a relationship manager who will act as his adviser and principal contact. The Private Clients service uses investment strategists, analysts, researchers and portfolio managers from across Lloyds TSB Group.

Expert view:

Adrian Hick, Senior Manager, Offshore Private Banking

"The Private Clients service supports those with larger amounts to invest."

The persons and their circumstances portrayed in this case study are for illustrative purposes only and should not be construed as financial advise.