The key to successful investing is an optimal asset allocation strategy based on your specific needs. Your
Butterfield Private Banking Relationship Manager will help you invest in an array of proprietary products of Butterfield and its affiliates. These include equity, fixed income and international portfolios, as well as
We also offer a discretionary investment management service and your Relationship Manager will work
closely with a Butterfield Asset Management Limited investment specialist to carefully develop an
individually tailored strategy to meet your needs.
Whether selecting from our variety of proprietary funds or using a customised discretionary portfolio for
your asset allocation strategy, we consider your expected return requirements, risk tolerance, time
horizon, tax situation and liquidity needs.