Unlock Your Financial Potential with Our Wealth Management Services

At Robura, we believe that true wealth is not just about assets; it's about creating a legacy. Our bespoke wealth management advisory services are designed to help you navigate the complexities of your financial journey, ensuring your investments align with your unique goals and aspirations.
Our team of experienced advisors works closely with you to develop tailored investment strategies. We take the time to understand your risk tolerance, financial situation, and long- term objectives, ensuring a custom-fit plan that evolves with you. We provide continuous guidance and proactive adjustments to keep you on track, no matter what the market throws your way.
Our dedication to your success goes beyond numbers. We are committed to delivering exceptional service, transparent communication, and results-driven advice, empowering you to make informed decisions with confidence.

Personalized Portfolio Analysis

We will analyse your existing portfolios for performance, risk, and expenses. We understand the diverse financial landscapes within Europe and take the time to ensure your portfolio aligns with your unique needs and objectives.

• Assess the performance of the portfolio and the driving asset allocation
• Evaluate if the assets have performed as intended
• Ensure the asset allocation aligns with your strategy
• Determine if the investment strategy fits you and the risks are well explained
• Check if service fees are reasonable and uncover hidden expenses

Strategic Portfolio Construction

We craft bespoke investment strategies tailored to your goals. We carefully select and allocate assets to balance growth potential with risk management, building robust portfolios designed to withstand market fluctuations.

• Develop an investment strategy for optimal asset allocation with suitable building blocks
• Consider existing investments, future cash flows, and personal wishes
• Introduce new categories where they add value
• Suggest changes to product asset allocation to reduce investment costs
• Support in selecting asset managers and depository banks
• Invest in research of promising global themes and create partnerships with experts
• Recommend add-on strategies to actively lower risk while maintaining return outlook

Continuous Portfolio Monitoring

Financial markets are dynamic, and so are our strategies. We provide ongoing monitoring of your portfolio, making proactive adjustments to optimize performance and mitigate risks. Our commitment is to keep you informed and your investments on track, considering the unique regulatory environments across Europe.

• Provide an overview of all your investment portfolios and returns at the click of a button. Displayed in the way you want: separately, consolidated, per entity, liquid, or illiquid
• Help you understand the performance story of your asset managers and their reports
• Periodically monitor whether your assets are developing to plan and adjust as necessary
• Manage your cash flows and ensure they are utilized per your investment plan
• Reduce your administrative burden

Active Management Strategies     Secondary Private Funds 

Tailored Family Office Services for Generational Wealth

At Robura, we recognize the unique challenges of managing family wealth in Europe. Our Family Office Services provide tailored solutions to address the financial, legal, and personal needs of affluent families, ensuring your legacy endures.

Comprehensive Wealth Management

We work closely with your family to develop personalized strategies, considering your goals, values, and the specific legal and financial landscapes across Europe.
Our services include:

• Investment Strategy Advisory: Tailoring strategies that align with your aspirations.
• Asset Manager and Depository Bank Selection: Choosing the best fit for your needs.
• Management Mandate Negotiation: Ensuring optimal terms and conditions.
• Second Opinions and Gatekeeping: Providing an expert review of investment propositions from your network.

Holistic Financial Planning

Our holistic approach covers all aspects of your financial life, providing continuous guidance and proactive adjustments to ensure stability and growth.
Our services include:

• Securities Administration: Managing the complete administration of your securities
• Consolidated Reporting: Creating comprehensive reports for all your investment portfolios.
• Wealth Structuring Guidance: Offering strategies to effectively structure your wealth.
• Family and Investment Charter Drafting: Crafting documents to align family goals and investment plans.

Expert Legal and Tax Advisory

In collaboration with our partners, our team will help you navigate the complexities of legal and tax matters, ensuring compliance and optimal tax efficiency for your assets, whether based in Amsterdam, Brussels, Cologne, or beyond.

Family Governance and Education

Effective governance and education are crucial for maintaining harmony and ensuring smooth transitions.
Our services include:

• Direct Investment Coaching: Supporting investments in Private Debt, Equity, and Real Estate.
• Asset Manager Monitoring: Regularly reviewing and assessing manager performance.
• Family Governance Structures: Establishing frameworks for effective governance.
• Succession Planning and Financial Education: Preparing younger generations to manage and grow the family’s wealth responsibly./span>

Call to Action

If you are looking to diversify your portfolio, reduce volatility and target attractive returns beyond traditional asset classes then we should talk.