Our Services
Investment Advisory
In a complex and ever-changing financial climate, identifying investment opportunities while mitigating risks can prove challenging. Roke Investments is committed to assist you in defining your own mid to long-term objectives. We then design investment strategies tailored to your needs and ensure that your decisions are properly and efficiently implemented.
To guarantee that you are always aware and engaged, we provide you with regular updates, portfolio analysis and risk management reports. Our expert advisors offer you their customized advice and independent investment ideas with one goal in mind: to grow your wealth while ensuring the durability and security of your legacy.
Portfolio Management
Having an innovative and evolutive portfolio management strategy is essential to ensure both risk mitigation and profit maximization. At Roke Investments, we believe in first discussing your return expectations and identifying your risk carrying capacity to fully tailor our services.
Our portfolio managers have extensive experience designing forward- looking portfolio allocation strategies and ensuring their efficient implementation. To mitigate risks, we encourage portfolio diversification by offering investment opportunities in a wide array of asset classes and global markets.
Family Governance
For wealthy families, reaching an agreement on how to handle the family assets often presents a substantial challenge. Each family is unique, and its members all have different goals and expectations. At Roke Investments, we believe that preparation, alongside open and honest communication are key to good governance.
Our family governance experts have years of experience advising wealthy families on how to define everybody’s role and contribution. We assist you in managing each member of the family’s needs individually and help you reach compromises. We also act as mediators and organize regular discussions, using common family values to settle differences and prevent conflicts.
Charity & Philanthropy
At Roke Investments, we believe that sharing philanthropic goals with your family members is a meaningful way to reinforce family bonds and promote continuity. Engaging in joint charitable projects keeps family members engaged in the family business and eases the transfer of wealth from one generation to the next.
Our charity advisors have extensive expertise helping our clients meet their philanthropic goals in tax-efficient ways. We support the creation and management of charitable foundations as well as donor- advised funds. Additionally, we provide our assistance regarding donations and gifts to the organizations and charities that best encapsulate your family values.
For more information about Roke Investments, don’t hesitate to contact us