The funds are managed to a defined risk budget, helping to fulfill clients’ individual investment objectives with an appropriate investment strategy. The funds benefit from the full scale of Coutts’ global research and investment expertise. UK Chief Investment Officer Alan Higgins and his team will manage the four UK-focused funds while the three global funds will be lead-managed by Europe CIO Norman Villamin and his team in Zurich.
Gayle Schumacher, Head of Investment Office at Coutts, comments: "This range of funds plays a vital role in the evolution of our wealth management capabilities and provides a transparent, cost-effective, RDR-compliant investment solution.
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"Our stringent 4×7 risk management process** allows us to match clients’ individual investment objectives and risk profile with the appropriate investment strategy. The Coutts multi-asset funds allow us to best meet our clients’ needs in providing a simple way to achieve long-term returns through a tax efficient diversified portfolio with institutional buying power."
The Coutts multi-asset funds will be sold under advice in the UK. For Coutts clients, the AMC will be 0.50%.
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