Mandates

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.

Advisory Mandates

Following a personalised analysis and evaluation of your financial circumstances, you will receive tailored financial advice and investment planning. We operate on a collaborative basis thereby you will have a direct role in managing your assets. We recommend, you decide.

The advisory mandate is designed to fulfil the clients’ requirements when they wish to actively participate in the management of their account.

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Financial Planning

With the help of a tax lawyer, RJ MANAGEMENT offers financial planning services in order to guide clients through the continually evolving fiscal rules and to ensure they reach fiscal optimisation that meets their personal and financial needs. We integrate your investment plan with your entire wealth management plan, taking into account current net worth, tax liabilities, asset allocation, estate planning and future retirement needs.

Family Office Services

Our deep expertise in the financial markets and our long term personal relation with our clients give us the opportunity to offer a much broader service. We help our clients on a wide range of matters related to their global interest.

Our approach is based on our Philosophy of trust and confidence with the most complete view. We aim to ensure a dedicated wealth management with all needed aspect such as

  • portfolios consolidation and supervision
  • risk management
  • performance measurement
  • mortgage or credit lines negotiation
  • help in selecting of external specialists
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