ROTH INVEST
The interests of the family are not the only priorities of external financial institutions.
They have to deal with conflicting interests like challenges due to constantly increasing regulatory pressure,
the demands of the share holders, customer interests and competitive pressure.
We have many years of experience in the financial industry,
for example with regard to standard market conditions, regulatory requirements and service quality.
Providing professional family office services and sustainable strategies highlights two of the best qualities we can give our clients – Integrity and Service.
These words can become either a cliché or a mantra. We believe the latter.
Serving you with integrity is at the heart of everything we do.
WEALTH MANAGEMENT
ROTH INVEST is a wealth manager with extensive expertise in public and private markets, investing on behalf of savers and investors globally. As a wealth manager, we make decisions every day on behalf of savers and investors around the world.
OUR FIELDS OF EXPERTISE
ROTH INVEST has two complementary fields of expertise:
- Wealth management
- Investment advisory
We provide our services to two types of clients:
- Private clients
- Institutional clients
OFF MARKET
Our vision is to give you the edge when it comes to unlocking successful property opportunities, using powerful data and technology to save you time and help you land the best deals.
Whether you’re targeting a particular property niche, or acquiring for a specific requirement, we know that time is precious, and there can be a lot of time wasted when searching for or researching the right opportunities.
With ROTH INVEST you’ll save 80% of the time you spend researching, to instead, spend it on nurturing your existing relationships and building new ones while also identifying opportunities at scale.
We’re here to give you the edge in landing the best property opportunities help to set our clients up for your greatest success.
Match your property requirement to all viable opportunities and connect directly with owners to secure the best possible sites at scale, on and off-market.
PRIVATE EQUITY
Our private equity services focus on delivering innovate investment solutions we offer:
Direct investments
Opportunities in high-growth companies and sectors.Fund investments
Acces to top-tier private equity funds.Co-investment opportunities
Partnering in investments for shared success.Exit starategies
Planning and executing profitable exit strategies.
OUR DNA
TRUST AND STRENGTH
Trust lays the foundation of any relationship and we build it by listening carefully to and being in constant contact with our clients. This is why we retain them. ROTH INVEST (formerly DE Planification) has specialized in investment management and consulting since 2000 and has a proven track record, demonstrating its know-how and has gained the trust of demanding private and institutional clients.
INDEPENDENCE AND TRANSPARENCY
Our company’s shareholding belongs entirely to the management. This means we are totally independent and work solely on our clients’ best interests. We have chosen to be totally transparent in everything from our actions, processes and fees.
PERSONALISATION AND THE HUMAN DIMENSION
We do not use ready-made solutions. Every client is unique and our services are adapted accordingly. We prefer dialogue and proximity. The small team guarantees a high level of responsiveness and the efficiency needed to make decisions quickly.
SKILLS AND EXPERTISE
Our employees and associates have a great deal of experience in advising and wealth management. We have privileged contacts with universities which we use to supply our research. The technical qualities of our team, our simulation and optimisation tools make it possible to guarantee optimal and innovative solutions for our clients.
OUR VALUES
The care for our clients extends beyond their holdings because we truly understand their needs and priorities.
We establish long-lasting relationships built on mutual trust.