About Us
Established in 2015 in Zurich, Switzerland, Roke Investments is an independent multi-family office and wealth management advisory firm. We help our diverse clientele manage and grow their wealth while ensuring the protection of their legacy for generations to come.
Roke Investments provides a large panel of advisory services to wealthy families and individuals. Amongst our services, we offer expert investment advisory, portfolio management, family governance, charity and philanthropy services and much more.
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Our expert advisors have extensive experience in a variety of global markets and asset classes as well as impeccable ethical and moral standards. As an independent multi-family office, we are committed to not only understand our clients’ immediate objectives but also their needs and expectations for the decades ahead.
At Roke Investments, we believe in building solid trust-based relationships with our clients that will last for generations. Respect, loyalty and integrity are the core values we work and live by. As a firm, we are committed to excellence and dedicated to our clients’ success.
For more information about Roke Investments, don’t hesitate to contact us