Discretionary investments

Would you like a team of dedicated experts to look after your day-to-day investment decisions? Let NatWest Private Banking help.

Our highly structured, disciplined approach is based around agreeing your investment objectives and attitude to risk at the outset - and reviewing this over the life of your investment.

Our specialists then construct and manage an investment portfolio to meet these criteria, based on your goals and level of preferred risk.

How discretionary investment can help

• Time-saving - no need for you to make daily investment decisions, research the asset class, or the fund managers needed for each element of your portfolio.
• Tailored - your portfolio is geared to match your precise needs even able to utilise your ISA allowances or be held in trust or within a pension
• Expertise - access to the world’s top fund managers, selected after careful analysis of their track record
• A balanced approach - using a range of asset classes and suitable types of fund, each managed by a selection of hand-picked fund managers, helps to reduce risk while maintaining exposure to key investment markets
• Flexible – we will rebalance your portfolio to maintain your chosen risk profile, take advantage of market opportunities or if your objectives change
• Keeping you informed – you will receive clear, regular reports showing your investment performance, value and up-to-date market outlooks

We offer two discretionary investment services:

• Investment Management Service - for investments of £50,000 and more
• Multi-Asset Portfolio Service - for investments of £250,000 and more