Multi-Asset Portfolio Service


Savings options

The Multi- Asset Portfolio Service brings together the latest investment techniques across a broad range of assets from around the globe. It allows you to place your money in the hands of our specialist portfolio management team, who will manage your money actively, seeking out the best investments in line with your requirements.

The service is founded on four key principles that we believe are the cornerstones of good investment practice.

Clarity of investment objective

  • A choice of investment profiles that have clear, well defined investment objectives
    • Capital Preservation
    • Capital Enhancement
    • Capital Generation
  • The flexibility to change profiles should your personal circumstances change

Global asset allocation to drive portfolio returns

  • Asset allocation to UK and international bonds and equities, as well as alternate asset classes such as hedge funds, commodities and property
  • Continuous review of the way we manage your portfolio and the asset allocation to accommodate new opportunities and developments in the financial industry

Innovative products and multiple ways to access the market

  • Innovative use of market access strategies including active management, index strategies and hedge funds
  • 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

Skilled management of multi-dimensional risk

  • Our specialist investment team employs sophisticated systems and technical analysis to identify, measure and assess risks
  • Your investment portfolio is actively managed by our team of investment experts who continually seek out the most attractive investment opportunities available in line with your appetite for risk

Dedicated personal service

At RBS Private Banking, you will have a dedicated Private Banking Manager who will meet with you to fully understand your investment needs and objectives. Should the Multi-Asset Portfolio Service be the most suited investment to your needs, they will recommend which one of our three strategies will be most appropriate and will explain how we will manage your money.

They will also discuss with you the opportunities 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.

To find out more about how you can benefit from the NatWest Multi-Asset Portfolio Service, please contact your Private Banking Manager or call 0800 051 9955.

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.