Individual Solutions Build Around You
Gain freedom from the intense management that your substantial wealth requires.
If you prefer to delegate the day-to-day management of your investments to trusted professionals, consider Discretionary Investment Management—a highly structured and personalized approach for clients with at least US$1,000,000 in investable assets.
As a  client, you will receive one-on-one service, a proven approach, and the in-depth expertise you need to help meet your goals:
Personal, Integrated Service
From beginning to end, your relationship manager works closely with your portfolio manager to craft your individual portfolio. Both work with a limited number of discretionary clients, allowing them to develop a deep understanding of your personal goals and preferences.
A Disciplined Approach
To help you meet your goals, we follow a structured five-step process. Leading with understanding your needs, the process goes through developing and implementing your strategy, to the ongoing review and management of your investments. It comes full circle in our communication with you.
World-Class Multi-Manager Expertise
To give your portfolio critical diversification, we use top-tier managers from a carefully selected list of investment management companies around the world, each with a unique area of expertise. You benefit from specialist knowledge while greatly reducing the risks of depending on the success of just one investment manager or style.
Talk to Us
Discover how Discretionary Investment Management can free you from the daily tasks of managing a substantial portfolio.
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.
