Investment Advisory Services
Our Relationship Managers (“RMs”) work closely with clients to define a suitable investment strategy for each client, based on key factors, such as, the client’s investment objectives; risk profile, i.e., the willingness and ability of the client to take risks; the client’s need for income (cash flow); applicable tax or estate planning considerations; etc.
Taking all factors into account, RMs will propose an asset allocation model consisting of one or more of the following asset classes: money market deposits, stocks, bonds, mutual funds, and “alternative investments” such as hedge funds and structured products.
Investments are chosen on the basis of research and recommendations provided by the Investment Committee of La Roche & Co Banquiers. We also obtain investment research and recommendations from qualified third party investment professionals, such as securities brokers, fund managers and other banks.
Based on the principle of “open architecture”, RMs are able to recommend the most suitable investments - be they stocks, bonds, funds or structured products – for each individual client, regardless of the source. Investments are made only upon obtaining the approval of the client.