Tell me moreInvestment Management Service
Planning for the future
Managing investments is a complex activity. Building a diversified portfolio, monitoring the performance of your investments and adjusting for changing market conditions is a difficult, time consuming process and requires a high degree of expertise.
Our Investment Management Service takes care of all of this for you, allowing you to spend your time doing the things you want to do.
A team of experts actively manage your portfolio on a discretionary basis, selecting the best investments on your behalf in line with your investment profile, monitoring performance and making strategic decisions to maximise the performance of your portfolio.
This means you:
- Can invest confidently knowing that your money is being managed by a team of experts
- Are able to spend your time doing the things you want to do
- Could see a better return on your investments
The RBS Investment Management Service is for customers that have a minimum of £50,000 to invest and is designed for investments for 5 years or more.
Invest with confidence
You can invest confidently with RBS knowing that the Core Principles of our service are:
A personal approach to your investments, providing:
- A dedicated Private Banking Manager who is on hand to understand your investment needs and provide the help and advice you require
- A choice of investment profiles based on your objectives and appetite for risk
- The flexibility to change profiles should your personal circumstances change
- Regular reporting of the performance of your portfolio
- The opportunity for you to hold your investments tax-efficiently by utilising your annual ISA allowances, using our Self Invested Pension Plan (SIPP) for retirement planning or Trusts for inheritance planning
Selecting the best opportunities
- Your investment portfolio is actively managed by our team of investment experts who continually seek out the most attractive investment opportunities available
- Your money will be invested with world class fund managers who are hand picked by our own investment specialists. Many of these fund managers are only available to institutional investors and due to our purchasing power, we can often access them at a lower cost, saving you money and potentially improving your returns
You can relax knowing that your investments are in expert hands
- We will review the way we manage your portfolio to accommodate new opportunities and developments in the financial industry
- Your investments will be made through a range of investment funds to provide diversification, thus reducing risk
- We regularly review our fund managers to ensure that they meet our tough selection and performance criteria
The value of investments and the income derived from them can go down as well as up, and you may not get back the full amount of your original investment. Past performance is not a guide to future performance.
Learn more about our Investment Management Service
To find out more about how you can benefit from the RBS Investment Management Service, please contact your relationship manager or call 0800 051 9955.