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Coutts Rolls Out Discretionary Portfolio Service
Tom Burroughes
1 July 2013
Coutts, the UK
private bank, has launched its Discretionary Portfolio Service, aimed at
clients with at least £1 million ($1.5 million) to invest. Clients will be offered a dedicated DPS portfolio manager
who, together with a Coutts wealth manager, will work with the client to define
investment goals and risk profile. Subsequently, customers are put into one of
three investment strategies - defensive, balanced or growth. The DPS team is led by Simon Pinckney, who has more than 25
years’ experience in financial services.
He leads the team of portfolio managers, all of whom have extensive
investment experience.