Take care of your future with our help

If you’re a lump sum investor looking for variety, income and or growth potential not offered by traditional banking products, our International Wealth Managers can help.

• Overview

Overview

At NatWest we do more than help people with their day-to-day finances. We also help them build a better long-term financial future for themselves and their families.

What type of products do we recommend?

The products we suggest are always selected for their ability to meet our clients’ individual circumstances and investment objectives. The types of product we typically recommend include:

• Mutual funds — such as OEICS (open Ended Investment Companies) and unit trusts
• Investment bonds — these bonds can offer a wide range of investment options and those with a tax deferred withdrawal feature can be an efficient way to take income for some investors
• Discretionary Portfolio Management — saving you time and effort by delegating the responsibility for daily management of your investment portfolio to a specialist investment team

Your investment objectives and tax status will always determine which type of fund is most suitable.

These products can give you access to global markets in:

• Equities — shares in companies that are traded on world stock markets
• Bonds — corporate bonds, Eurobonds and government fixed interest securities
• Property — commercial properties and the shares of companies which invest in property
• Specialist investments — such as hedge funds
• Cash — for short term deposits and security

Why use our services?

Whatever you want from life, chances are youll need the financial plan to back up your dreams. This is why it makes sense to set out your plans now.

Understanding your requirements

When you use our services, our first priority is to get to know you and your individual circumstances.

You’ll have an initial discussion with one of our qualified International Wealth Managers so we can fully understand your:

• Current investment position — whether you already have some investments and what you’re planning to do with them
• Investment aims — are you investing for income or capital growth
• Timescales — how long, or short, you’re able to invest for
• Attitude to risk — if you’re a cautious, balanced or aggressive investor

Tailoring a proposal for you

Once we understand your requirements, we’ll develop an investment proposal designed to reflect your personal needs and objectives. We’ll choose the most appropriate type of product with the provider we believe will be best suited to your needs.

When completed, we’ll supply written explanations of the reasons for our recommendations so we can openly discuss the proposal with you.

If you agree to the proposal, the product providers will generally supply you with an annual review statement. However, if you require a further review during the year, or if your circumstances change, we are always available to help you.

Why choose NatWest?

At NatWest we have qualified International Wealth Managers working from our offices in Jersey, Guernsey, Isle of Man and Gibraltar.