Our 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.

We have dedicated ourselves to serve our clients in a qualified and proactive way to ensure absolute customer satisfaction and loyalty. At RJ MANAGEMENT, our proximity to the financial markets allows us to advise each and every one of our clients using a fully customised and professional approach.

We are committed to understanding our clients’ needs whilst delivering informed, insightful advice that enables them to appropriately realise their financial goals. Our knowledge of investment products allows us to select the most efficient and profitable solutions for our clients’ portfolios.

Our experience and ability to constantly question ourselves, allow us to anticipate future trends and challenges.

Ethics

At RJ MANAGEMENT we are passionate about operating to the highest of standards and always endeavour to provide consistently fair, honest and open services to our clients. We take a long-term approach to client solutions, providing timely, responsive and consistent advice and execution.

Above all else, transparency, integrity and innovation form the pillars of our philosophy.

  • We actively promote the best interests of our clients
  • We continue to build a financially strong, diversified business that endures through challenging times
  • We offer completely flexible solutions and an open architecture that allows us to generate optimal results.
  • Services are performed on a conflict-free basis. Eventual retrocessions are contractually accounted for our Clients.

Independence

We can rely on our Capital of over CHF 10 million which provides confidence to our clients and partners.

With assets exceeding CHF 2 billion RJ Management is able to work with all the major banks and to operate in close relationship with some of the most talented funds managers. The continuity of our firm is assured by a second generation of professionals, such as: our Senior Banker Cyril Roditi (Sylvain Roditi’s son) and our CIO Xavier Roesle (former Global Head of Advisory at Edmond de Rothschild).

We intend to remain independent and are proud of what we have achieved so far and look forward to a future of steady growth

All responsibility of our internal audit is handled by the former Head of Compliance for an international private banking group. She is also in charge of the anti-money laundering control (LBA) within RJ MANAGEMENT

RJ MANAGEMENT S.A. is audited for its compliance and accounting by PricewaterhouseCoopers (PwC).