International Private Banking and Wealth Management Services
RBC (SUISSE): the best of both worlds
Discretionary Management Services
We take the worry out of managing your assets!
We agree with you a detailed Investment Policy Statement (IPS), which clearly defines the asset allocation structure of your discretionary managed portfolio. Your personal investment strategy is carefully crafted in partnership with your Portfolio Manager. This takes into account your risk sensitivity, your current and future financial situation as well as your short and long-term objectives.
Your portfolio follows the global investment policy established by Royal Bank of Canada's International Investment Strategy group. We continuously monitor your portfolio and adjust it according to the market conditions within the limits of your IPS.
Transparency is the rule. You have access to the detailed composition of your portfolio.
RBC (Suisse) is regulated by Federal Banking Commission, Bern.
The price and value of investments can fall as well as rise and investors may not get back the amount originally invested.
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