Discretionary Portfolio Management

We make managing wealth straightforward and efficient.

• A personal service - we take the time to understand your objectives, and create strategies to meet them
• Backed by extensive research - and using strategies typically reserved for sophisticated institutional investors
• And timely communications - reviews and quarterly reports to keep you up to date

These four key principles shape our approach to investment management:

• Clarity of investment purpose - understanding goals is our starting point, and regular reviews make sure our strategies change when your needs do
• Asset allocation is key - it underpins the returns you can expect, so we analyse all major asset classes and international markets
• Innovation and high performance - products such as hedge and absolute return funds are essential to maximising returns
• Investment risk is multi-dimensional - so we structure portfolios to achieve the right balance between return and risk, in line with your personal needs

We are an established global wealth manager, with products designed solely for wealthy clients.

• Global locations - in many of the world's key financial centres, giving us valuable local insight and global perspective
• Personal service - provided by a dedicated private banker
• Choice - you have distinct needs, something we never forget
• Coutts pedigree - and integrity, discipline and expertise in all of our client dealings