The detail matters. RoCo offers a proven wealth management solutions team with the benifit of Swiss, UK and US Banking partners and services.
Alongside Fund investment opportunities and Capital Raising sits our 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 individual discretionary accounts.
Their integrated, holistic and comprehensive process will give access to their strategic partner, a leading Swiss financial and private banking group, their products and services. There is also a private UK based bank or a US based bank option for discretionary accounts.
This offering covers the needs of professional, HNW and sophisticated Investors. Endowments are particularly well catered for by this fund. It would also suit Intermediaries and financial planning practitioners looking to offer a wealth management solution, complementing their wider client service.