Private Wealth Management Deutsche Bank

Discretionary Portfolio Management

Finding time to manage investments effectively in today’s fast-moving markets can be difficult. Deutsche Bank’s worldwide network of investment experts covers every major international market. Our unique Global House View is backed by expertise at both the regional and local level. Discretionary Portfolio Management puts these resources to work for you through the services of a Portfolio Manager who handles all the day-to-day management of your account. We provide regular performance reporting, freeing you to concentrate on other matters.

In Line With Your Investment Strategy

Working from the personal investment strategy devised for you, which takes into account your risk preferences and overall goals, our Portfolio Management team will seek to select suitable investments for you. Your financial goals – such as aggressive growth, growth, income or security – will be reflected in the selection of asset classes such as bonds and equities or alternative investments and foreign exchange – with each one given the appropriate weighting.

Active Management

Through ongoing active investment management, portfolios are regularly monitored to see that they continue to perform as intended. Our aim is to maintain a carefully-constructed portfolio positioned to deliver in accordance with your agreed investment strategy. Clients who wish to play a more active role in investment decision-making may find our Active Advisory more closely suits their needs.
 

Related Topics

Discretionary Portfolio Management
Active Advisory
Independent Financial Advisers
Family Office Services
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