Founded 2017- we are a regulated specialist investment advisory firm and a leading third party marketer covering the Swiss B2B market. We source a limited number of high quality investment managers (alternative and traditional strategies) that provide best in class active investment management and develop long term partnerships. In additon we develop and offer proprietary, innovative investment solutions that serve to build wealth and preserve capital through diversification across liquid and more illiquid asset classes.
ACCESS TO GREAT INVESTMENT TALENT
WHY RML ADVISORY
Because we have a number of attractive investment opportunities in our portfolio that have a clear advantage over competitors within their respective investment strategy and also offer an investment perspective for both current and future generations.
Because we exclusively work with investment managers who have not only a passion for managing money, in fact are intrinsic motivators and work in the interest of their investors.
Because we also believe in managers that address some of the greatest challenges of our time.
Because we are a regulated, independent, owner-managed and nimble Swiss based company with a global orientation and no conflicts of interest.
Because in our team customer satisfaction comes first and because we accompany an investor during the whole life-cycle of an investment.
Because we are a team of experienced investment professionals with a long working history in the alternative and traditional asset management industry.
For any inquiries, please call or email us:
+41 44 521 10 56
RML Advisory is a member of the association Financial Service Providers, OFD, Zurich