Since 1998 the core of our team helped clients to achieve long-term financial goals.
We specialize in wealth advice & investment solutions for private and corporate clients.
Our mission is to build lasting partnerships with our clients by exceeding their expectations for investment advice and service
Wealth Advice
CONFIDENT INVESTMENTS
At du Rhône Partners we advise clients who prefer a hands-on, pro-active approach to formulate a global strategy to shepherd their wealth through all stages: from creation to safekeeping to succession.
This goes beyond advising on purely liquid assets or instruments. It requires such self-motivated entrepreneurs and business owners to consider a wide range of topics, and we help to identify key issues, find appropriate experts, and formulate a plan, which clients can decide upon and implement.
Such comprehensive, long-term planning should take into account existing situations and charter a course to the desired end result while navigating various requirements, which may span a diverse set of issues, such as:
banks, brokers, trustees for custody & safekeeping of assets
business and legal structures, often cross-jurisdictional
trusts, life insurance policies, financial planning
corporate governance, control mechanisms, key executives
residency, global mobility, life style options
education for the next generation
Financial Products
Even the most motivated and advanced self-directed investors might feel overwhelmed with the plethora of banking and investment products in the marketplace today. We can help to sort thought the options, clarify nuances, and assist self-motivated investors in selecting the right instruments to match their stated objectives.
To that end, we work with multiple providers of investment products and banking custody platforms. Our investment product & banking custody partners vary from comprehensive global platforms to narrowly focused & specialized experts, best-of-class in their specific niche.
Products we have advised upon include:
bank accounts, brokerage & custody accounts
individual bonds and bond portfolios
capital-protected notes, high-coupon structured products, e.g. reverse convertibles, auto-callable
market-participation notes
total-return portfolios, algorithmic benchmark-outperforming indices private and public funds
SWISS ENGINEREED
Our product and custody partners
Venture
BRIGHT IDEAS
We help appropriately qualified investors to access innovative but already validated business models at pre-IPO stages.
Typically backed by leading Venture Capital funds, having successfully raised several funding rounds, and having their products positively received by the marketplace, these companies usually demonstrate rapid market share or revenue gains, solid or improving financials, and realistic prospects of listing on a major exchange in the future.
Qualified investors can participate in pre-IPO investments either by owning shares directly or via special purpose vehicles. Before IPO, liquidity may be limited, and such investments may not be suitable for some investors.
On highly selective basis, we also assist entrepreneurs in their efforts to raise capital from VC & angel investors, to formulate a business development strategy cognizant of capital needs to fund future growth while addressing typical requirements of potential providers of venture capital.
IPO Investments
Investment Banking Advisory
Our Investment Banking Advisory services focus on capital raising in a relatively narrow set of topics and industries, namely projects in:
renewable energy, energy efficiency, transmission and distribution of electricity
enhancing access to clean, safe, reliable energy
real estate financing, development or redevelopment in commercial, industrial, and residential sectors
projects with a strong Public Private Partnership (PPP) component
CHANGING FUTURE
