Our values

Experienced

At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way to ensure absolute customer satisfaction and loyalty.

Our proximity to the financial markets allows us to advise each and every one of our clients using a fully customised and professional approach.

From our earliest days and after having overcome some of the world’s worst financial crisis, we have handled our activities in an agile and pragmatic way, so as to ensure both wealth preservation and growth along those cycles.

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


Transparency & 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.

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

  • Actively promote the best interests of our clients.
  • Continue to build a financially strong, diversified business that endures through challenging times.
  • 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.

Compliance:

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.

Audit:

RJ Management S.A. is audited for its compliance and accounting by PricewaterhouseCoopers (PwC) and can rely on a Capital of over CHF 10 million which provides confidence to our clients and partners.


Agile & Independent

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 (former Merrill Lynch and Edmond de Rothschild), our Advisor Eric Roditi (former Uber) 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.


Our core differences

Industry Leader

Thanks to their many years of combined experience, a robust business infrastructure and a loyal international client base

RJ Management has achieved outstanding results and is proud to be part of the very few independent financial companies in Switzerland that manage in excess of CHF 2 billion in assets.

Numerous factors enhance the firm’s strong positioning in the Swiss industry, including:

  • Equity of around CHF10 million which provides stability and longevity.
  • A robust team of leading industry figures including former CEO of Edmond de Rothschild Bank, Claude Messulam, who brings strong added-value to the Board of Directors.
  • Authorized and acting as an asset manager for pension funds and fully regulated by the CHSPP (Commission de Haute Surveillance de la Prévoyance Professionnelle).
  • Member of the ASG (Association Suisse des Gérants de Fortune)

Bank Partners

Fees and services have been negotiated with all banking partners to provide our clients with the most competitive rates at all times

RJ MANAGEMENT has access to the research provided by our banking and other financial partners. Furthermore, we have direct access to our banking partners’ IT platforms and trading rooms to ensure we are provided with the best execution.

We offer strong partnerships with several first class banking institutions, including :