PORTFOLIO
MANAGEMENT
Managing your investments requires taking a personalised, global and long-term view of your assets.
At Rollman Capital, we combine the full breadth of our expertise to offer you a tailor-made solution that meets your objectives for preserving and developing your wealth.
You can choose to remain involved in the management of your portfolio or to entrust this to our team. Whatever your choice, we share with you our investment convictions with an unwavering aim: to build strategies that combine performance and impact.
ADVICE AND EXPERTISE
YOUR NEEDS
It is our responsibility to offer you meaningful investments aligned with your values.
Before defining your solution, we take the time to get to know you. This is a fundamental step for analysing your situation, understanding your needs with an overall view of your wealth, and giving you access to new perspectives.
YOUR INVESTMENT STRATEGY
Together, we define an investment strategy that takes into account your risk tolerance, returns objectives and preferences. You then choose the solution that suits you best, depending on how involved you wish to be in your investment decisions: advisory or discretionary portfolio management.
PERFORMANCE AND IMPACT
We take an active, high-conviction, multi-strategy approach to invest. Our investment decisions reflect clear and transparent positions, oriented towards the short and long-term, and combining performance with impact on the world around us.
DIVERSIFICATION OF RETURNS
Our aim is to enable you to diversify your sources of performance within your portfolio. Our investment experts take a holistic approach to constructing portfolios that cover all asset classes, which we combine according to your specific needs.
CHOOSE A
DISCRETIONARY MANDATE
We set ourselves an unwavering objective regarding our mandates: designing investment solutions that fully reflect your needs and make sense to you.
Your advantages:
- An in-depth understanding of your expectations and your global wealth planning needs, over the short and long-term.
- Customised investment strategy, tailored to reflect your return objectives, risk tolerance and requirements.
- Access to a wide array of asset classes across public and private markets allowing you to diversify your sources of performance.
- Active and conviction-based investment management, breaking away from short-term financial markets trends.
- Personalised support, based on dialogue, trust and transparency.
CHOOSE AN ADVISORY MANDATE
You maintain full control of your portfolio, while drawing on high-quality targeted advice from Rollman Capital’s investment experts. They share their analyses, convictions, and investment insights with you, according to the level and frequency of engagement you have defined:
Personalised asset allocation reflecting your performance objectives, risk appetite and convictions.
Construction of your portfolio and sharing of investment recommendations.
Monitoring of positions and advice to make adjustments according to the evolutions in markets or in your situation.
Access to our expertise across all asset classes and targeted advice (analysis, investment outlook and ideas).
OUR COMMITMENT
FOR YOU
Our ambition is to help you build your future. In a world marked by constant change, we set our focus on the future right from the outstart and we strive to always keep a watchful eye on the evolution of your needs.
We take a holistic approach to your wealth. Your dedicated portfolio manager works closely with a team of experts to ensure the global coherence of your overall wealth.
You entrust us with more than just your wealth. You share with us your values, your convictions and your projects. This is why a thorough understanding of your specific needs is our foremost concern. We nurture close relationship with each of our clients based on trust, availability and transparency.
30/06/2022