Balanced Composite • low
Omnium Sterling Multi-Asset • medium
Who we are
Rocq Capital Management Limited launched on 1st July 2016 following a management buyout of the Edmond de Rothschild Group's Channel Island businesses and is a privately owned independent asset manager based in Guernsey. We manage multi-asset and fixed income portfolios for a variety of private and institutional clients, using a process developed and run over the past decade by our investment committee. We take pride in delivering a high level of service that reflects the values of the firm, and as a result we have enjoyed long lasting client relationships that we continue to build on. While we have a global outlook on investments, we also recognise the importance of contributing to our local community and are actively involved with charitable causes in the Channel Islands.
What we do
The Rocq Capital team has worked together for many years, providing clients with a consistent approach and an understandable, repeatable investment process. The team has extensive experience in asset management, with particular areas of expertise in fixed income and multi asset portfolios. We seek to: . Preserve and enhance capital - to build a strong capital base in portfolios and provide consistent, steady returns . Take a long term investment view - by focusing on value and adapting to markets and themes over time . Diversify appropriately - by constructing portfolios that are diversified but believing in a reasonably concentrated approach to avoid dilution of investment ideas It is our priority to understand a client's needs and to construct an investment portfolio that meets those requirements, both now and in the future.