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Our Discretionary Investment Management service is a great
tool for clients who want freedom from the intensive management
that substantial wealth requires. Discretionary service demands
the kind of attention that can be delivered only through
a personal relationship that is fully focused on your requirements.
As part of our Discretionary Investment Management service,
we look at all dimensions of your individual situation and
strive to gain a clear picture of your needs and objectives.
To do this, we employ a powerful, proprietary investment
profiling tool to determine your attitude to risk, your lifestyle,
your cash flow and other future financial considerations
you may have.
Once we fully understand your situation, we build a portfolio
that aims to strike the right balance for preserving capital,
generating income and pursuing growth.
An Integrated Partnership
Working in partnership with your relationship manager, you
will have access to global, world-class investment capabilities
through independent, top-tier, third-party money managers
and alternative investment options. As part of an overall
asset allocation strategy, these options could include money
market, fixed income, equity, structured
products, absolute
return concept investment vehicles and others, depending
on their suitability for you. Your relationship manager,
in partnership with your portfolio manager, will structure
and coordinate a seamless, comprehensive portfolio with convenient,
consolidated reporting.
Our Core Multi-Manager Approach
To give your portfolio a critical diversification, we use managers from top-tier investment management companies around the world, each with a unique area of expertise. You benefit from specialist expertise while greatly reducing the risks of depending on the success of just one investment manager or style.
We take great care in selecting these investment managers and have developed a proprietary selection process. We search out investment management companies that fully understand the particular expectations of private clients, those who aim to protect your assets in falling markets, as well as take advantage of market upturns. We scrutinize their investment performance, process, people and philosophy and we continue to monitor them on your behalf with equal diligence.
Through our co-ordination and partnership with these specialists,
each component of your portfolio receives the focus, care
and attention that you rightly expect under our Discretionary
Investment Management service.
Global Private Banking’s Discretionary Investment
Management service requires a minimum of US$1,000,000 of
investable assets.
 If you would like to know more about Discretionary Investment Management, we invite you to contact us.
Clients who prefer to manage all or part of their investments
on their own may prefer to receive recommendations from our
professional Full Service
Brokerage (International Investment Advisory). Your relationship
manager can help you decide which service is most appropriate
for you. A large selection of International
Funds and Structured
Products are also available.
 Your attention is drawn to the risk warnings relating to investment products that are displayed under "Product
Specific Legal".
Subject to certain regulatory conditions which may apply, discretionary investment management services are offered in the United States of America through Royal Bank of Canada Investment Management (USA) Limited, which is regulated in the United Kingdom by FSA and in the United States by the SEC, in the United Kingdom through Royal Bank of Canada Investment Management (UK) Limited, which is regulated by FSA and in Canada through RT Investment Counsel Inc. Discretionary investment management services are only offered to residents or citizens of other countries or jurisdictions in which Royal Bank of Canada or its affiliates are lawfully permitted to do so.
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