We are an independent multi-family office and wealth management firm established in Zurich. The Roke Investments team caters to the global needs of ultra-net-worth families and individuals and is committed to helping them meet their financial objectives while ensuring the safety and durability of their wealth.

Roke Investments is comprised of highly experienced portfolio managers and wealth advisors, each with extensive experience in a variety of global markets, industries and asset classes. Their dedication and commitment to the success of our clients’ financial goals is unwavering.

As a multi-family office, we take great pride in the solid long-term relationships we have built with our clients throughout the years. To us, integrity, commitment to excellence and loyalty are essential to understanding, supporting and safeguarding both your family values and legacy.

We understand that each family is unique and has a different set of values that guide their personal, professional and financial decisions. Therefore, we insist on taking the time to get to know you and your family in order to really understand your history, needs and objectives.

From expert portfolio management and investment advisory to advanced family governance, charity and philanthropy, we fully tailor all our services to ensure that your goals are not only met but exceeded. 

Feel free to browse through our services and insights pages to get a better understanding of what we can do for you. 

The entire Roke Investments family looks forward to working with you.