Devising your Investment Strategy

Armed with a complete analysis of your current holdings, and a thorough understanding of your risk preferences and personal priorities, we develop a personal asset allocation plan for you. This defines the pattern of asset classes most likely to deliver against your stated aims. Recommended asset classes and individual investments may change following the initial recommendation – to reflect changes in the markets and other factors relevant to you.

Deutsche Bank’s Global Investment Committee regularly assess the outlook for world financial markets and their findings are expressed in our influential Global House View. This is shared with our Regional Portfolio Managers in national markets, who add their local knowledge to these global insights. Taking into account your risk preferences, your priorities and your time horizon, the Regional Portfolio Management Team then develops a Strategic Asset Allocation Plan for you. This plan, which includes your existing holdings, outlines the distribution of asset classes likely to be best for you. Whether you choose to handle your investment portfolio yourself, or delegate its management to us, our global expertise is likely to benefit the implementation of your personal financial strategy.

Investment Strategy at work (Case Study)