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Investment

services

Fully managed and tailored - or execution only - our extensive global investment expertise is here to support you.

Advice and product fees may apply.
The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

Discretionary

Investments

  • The Discretionary Portfolio Service offers you direct access to Coutts investment expertise through a multi-asset class investment portfolio. In line with your investment objectives and risk profile, we will take responsibility for the on-going management of your investment. In addition, this service is delivered by a specialist Portfolio Manager, alongside your Private Banker.

    We will manage your portfolio, building the initial asset allocation and making tactical changes throughout the life of your investment. As financial markets change, we will adapt your portfolio in order to reflect both our long term views and the shorter term environment. Careful management of the portfolio’s risk, utilising our extensive tools and analytics, is also at the centre of our approach.

    When you choose this service, in addition to your Private Banker you will have a direct relationship with an experienced Portfolio Manager.

    Through the Discretionary Portfolio Service, we will invest in individual shares and/or bonds in order to reflect our investment strategy. We will also invest in a range of other instruments such as collective investment schemes, including Exchange Traded Funds.

    You will own the investment assets within your portfolio and they will be held by Coutts on your behalf.

     

    The value of investments and the income from them, can go down as well as up and you may not recover the amount of your original investment

Advised

Investments

  • Does your portfolio have special requirements or significant restrictions -such as investing only in socially responsible assets? Or do you simply need the very highest level of personalisation?

    Like an architect designing your home from scratch, we can tailor every aspect. Our service doesn’t get any more personal.

    TPS benefits:

    • Matches your needs precisely - using our investment and risk management expertise
    • Access to investment opportunities - such as actively and passively managed products, equities, bonds and commodities
    • Professional asset management - backed by the highest levels of personal service and professional expertise
     
    The value of investments and the income from them, can go down as well as up and you may not recover the amount of your original investment.
  • Our Active Advisory Service is designed for clients who like to make their own investment decisions, but value the support of an investment professional. We provide advice, personalised support and a regular flow of investment ideas, while you take a hands-on role in managing your portfolio.

    The Active Advisory service offers you:

    • A personalised, tailored service - with support from a dedicated investment specialist
    • Investment ideas - and a regular flow of information on global investment opportunities
    • Advice on asset allocation - including developments that could affect your portfolio
    • Direct access to global markets - through our investment specialists
     
    The value of investments and the income from them, can go down as well as up and you may not recover the amount of your original investment.