Advisory & Discretionary Mandates

Your relationship with Deutsche Bank Private Wealth Management can be structured in a variety of ways depending on your desired level of involvement in your investment portfolio.

For those clients who would like to make all their own investment decisions, but to do so with access to Deutsche Bank’s research advice and execution services, an active advisory relationship is probably most suitable. This will allow access to leading investment products and services, but the ultimate investment decision will still lie with you.

Many of our clients, however, seek professional asset allocation and investment guidance and choose to invest their assets through our Discretionary Portfolio Management offerings. These portfolios reflect the best thinking of Deutsche Bank Private Wealth Management in both asset allocation and implementation vehicle selection. Discretionary portfolios are diversified and actively managed, with portfolios designed to optimize returns across the spectrum from conservative to aggressive allocations.

Clients can remain as involved as they choose, and will receive comprehensive reporting regarding the positioning and performance of their investment portfolios, but decision making responsibility will lie with Deutsche Bank Private Wealth Management.