Discretionary portfolio management allows you to delegate all aspects of investment management to our specialists.
After an in-depth discussion, you and the bank decide on the strategy you want to follow. We support you every step of the way with our expert advice, taking into account your individual situation. Our aim is to translate your wishes into an optimal portfolio.
Clear portfolio structure and simple fee model with regular reporting.
As a Swiss bank in the heart of Zurich and with no foreign branches, we have been offering a safe haven from global crises for decades.
As a small private bank, we do not seek the limelight. That is why we can offer you a place of privacy to which you will always want to return.
In order to provide you with the best possible customised solutions, we place great emphasis on the training and experience of our staff.
Bank von Roll's investment principles form the basis for our decisions, focussing on quality, liquidity and transparency.
In addition to individual equities, bonds and physical gold, we also utilise investment vehicles, whereby we mainly focus on low-cost, passive investment products.
Gold is a cornerstone of our asset allocation. Historically, it has offered protection and hedging in turbulent times.