Discretionary Investment Management Services
Investing is a challenging and intensive exercise. The RBS Coutts Discretionary Investment Management Service is designed to make managing your wealth as effortlessly and efficiently for you as we can.
We take responsibility for managing your portfolio in a professional way using an institutional approach to investment management. This service is fundamental to many of our client’s wealth plans, with each portfolio being managed to achieve a very clear purpose.
Our overall approach is governed by four investment principles which we consider fundamental to managing your investments:
- Clarity of investment purpose for each client is critical to successful investing
- Asset allocation is the key driver of investment performance
- Innovative ways of accessing markets are essential to maximising returns
- Key investment risk is failure to achieve the investment objective
We can build a wealth strategy that will help you achieve your investment objectives whether your focus is on generating new wealth, preserving existing capital or growing your wealth.
Our progress is reported to you on a quarterly basis, and periodically, we conduct reviews with you to ensure that your investment portfolio remains optimally structured and kept up to date to meet your needs.Legal Notice - please read the Legal Notice information before proceeding. Products and Services on this site may not be available for residents of certain nations. Sales restrictions may be applicable. © RBS Coutts Bank Ltd 2007 - Privacy Statement