Investment Management Service - for investments of £50,000 or more

Savings options

The core principles of the Investment Management 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

  • Asset allocation to UK and international bonds and equities
  • 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
  • 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.

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.