ROC Investment AG offers wealth management and asset-management services, including discretionary asset management mandates, investment advice, execution-only and family office services. The company is FINMA‑approved and provides succession planning and cooperation services for external asset managers and private bankers.
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Industry:External Asset Management
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Discretionary wealth management mandates, analysis of the financial situation, definition of risk capacity and risk tolerance, development of an investment strategy, management of securities portfolios within defined mandates.
Execution-Only
Execution and forwarding of customer orders without an investment decision by ROC; suitable for experienced or professional clients.
Family Office Services
Support in general banking and financial matters as well as coordination of family office services with specialized third-party providers, such as wealth structuring, real estate transactions, estate planning and transfer of residence.
Succession Planning for Wealth Managers
Assistance to wealth managers and private bankers with succession, retirement or transfer; support with infrastructure and professional services in compliance, back office, IT, accounting and portfolio management.
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