Alongside Fund investment opportunities and Capital raising sits RoCo’s wealth service offering. Here you can access strategic advice and management of your wealth and portfolio from a successful asset manager with a focus on discretionary portfolio management and accounts. Clients include insurance companies, foundations, family offices, individuals, corporations, trusts, and pension funds.

Their integrated, holistic and comprehensive process will give access to strategic partners including a leading Swiss financial and private banking group, their products and services. There is also a UK, US and Singapore based personal banking option for discretionary account holders.

This offering covers the needs of professional, HNW and sophisticated Investors. Endowments are particularly well catered for by this discretionary fund manager. It would also suit Intermediaries and financial planning practitioners looking to offer a wealth management solution, complementing their wider client service.