RJ Management

The power of Experience

Wealth Managers for today’s world

Philosophy

Experience

Since 1975, the partners have had a very active role in the financial markets and have experienced some of the world’s worst financial crises along the way. From our earliest days, we have handled our activities in a professional and pragmatic way, so as to ensure both wealth preservation and growth along those cycles.

Discretionary Mandates

Setting goals to meet the needs of our customers is the foundation for sustainable collaboration.

 

The discretionary mandate is tailored to each client’s profile, his financial goals and his specific risk tolerance. After thorough study of your profile, choice of investment objectives and analysis of your risk tolerance, you delegate to us the management of your assets.

News & Publications

Investment Letter September 2017

Our analysis of the current economic situation strengthens a long-term economic growth scenario. Corporations are improving their profitability and increasing their investments in production tools. This means a notable decrease in unemployment accompanied by recovery in the housing markets. The wishful thinking of central banks wanting to normalize their monetary policy also shows their positive analysis of the economic situation.

Investment Letter September 2017

Investment Letter June 17

Since the beginning of the year, stock markets have performed well. The year 2017 has been marked by better performance of European than of American stock markets, which is rare enough to be noted.

Investment Letter June 17

Investment Letter April 17

The first quarter of 2017 was clearly different than that of 2016. The stock markets posted good performances with very little volatility. But today investors are more concerned about the future. Present worries are again political, with an important electoral meeting for the future of Europe and French presidential elections (first round April 23 / 2nd round May 11). We are far from claiming to give a forecast concerning this election, but it seems interesting to us to apply a little "financial" relief regarding popular worries.

Investment Letter April 17

Investment Letter February 2017

During 2016 we had clearly opted for a defensive approach. The beginning of the year was marked by a significant drop in the markets in February (second column of the table below), and we had therefore considered that future risks (particularly political) were great and that it was necessary above all to protect capital.

Investment Letter February 2017

Lettre d’investissement Décembre 2016

La rapidité avec laquelle les marchés financiers ont analysé les répercussions (positives et négatives) de l’élection du nouveau président Trump, nous laisse perplexes.

RJ Investment letter December 2016

The indecision surrounding US monetary policy coupled with large-scale intervention by the ECB and the Bank of Japan have had a distorting effect on the valuation of financial assets.

RJ Investment letter December 2016