English
FrançaisWEALTH MANAGEMENT
Working two ways with Roccabella
Working two
ways with
Roccabella
Either the accounts or the deposits, or both, are assigned to us and are deposited in a bank of your choice on your behalf. You bestow to us an administrative power allowing us to manage the assets and accounts, without authorizing us to make cash withdrawals, transfer orders or check payments, with exception for the payment of our fees.
Or entrust us the money directly to Roccabella which will open in its own name an account at a bank.There is no commitment to block your fortune for a fixed period of time: you can always access it as you wish. Likewise, you can also reduce or increase the capital as well as modify your investment strategy.
How is my money
invested?
During our meeting, you express your needs and desires and we together decide an investment strategy.
Will your money be used to buy real estate or preferably for your retirement pension? Which chances are you willing to take? These are some examples of the issues we will discuss. Each individual has personal circumstances and we have no preformatted models. We advise sound choices and constantly monitor the positions to act quickly if needed.
Can I have
several banks ?
Definitely. Our own computer system, developed internally meets our needs
and gives us the possibility to produce at any time a clear and consolidated
statement detailing all positions.
FEES
Our fees include two components, fixed management costs & variable participation fees…
CONFIDENTIALITY
Our customers’ personal data are kept confidential and unstored in databases accessible to everyone.
Automatic exchange
of information
Mauritius has signed agreements of automatic information exchange like many other countries. The risk of the automatic exchange of information is that unnecessary and non-requested information may still be transmitted to the detriment of customers’ privacy.
Assurance
To entrust wealth management of one’s fortune to a professional is often a hard step. It is based on a process well thought out. We take the time to get to know our clients and give them the time to trust us. With our long experience, professionalism and passion, we provide a high quality service that leads to success. We are reachable at all times and our goal is to establish a long term personal relationship.
REPORTS
Each quarter, we do a closing and establish statements detailing the positions and portfolio’s evolution graphically
Information
At the end of each quarter, we do a closing and establish statements detailing the positions and portfolio’s evolution graphically. Depending upon your needs, we can also establish a personalized weekly or monthly report. You also have the option to obtain online information anonymously.
Portfolio growth
Your risk profile, currency of reference, investment policy and performance target are information that will allow us to direct you on what you can expect from us.
