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Wealth management

Wealth management as an investment-advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals (HNWIs), small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management. Wealth managers can have backgrounds as independent Certified Financial Planners, MBAs, Canadian Chartered Strategic Wealth Professionals, CFA Charterholders or any credentialed professional money managers who work to enhance the income, growth and tax-favored treatment of long-term investors. Wealth management is often referred to as a high-level form of private banking for the especially affluent. One must already have accumulated a significant amount of wealth for wealth management strategies to be effective

Announced on

Aug 10, 1980
at 04:15 am

Consilio manuque

Management consulting

Management consulting is the practice of helping organizations to improve their performance, primarily through the analysis of existing organizational problems and development of plans for improvement. Organizations may draw upon the services of management consultants for a number of reasons, including gaining external (and presumably objective) advice and access to the consultants' specialised expertise. As a result of their exposure to and relationships with numerous organizations, consulting firms are also said to be aware of industry "best practices", although the transferability of such practices from one organization to another may be limited by the specific nature of situation under consideration. Consultancies may also provide organizational change management assistance, development of coaching skills, technology implementation, strategy development, or operational improvement services. Management consultants often bring their own proprietary methodologies or frameworks to guide the identification of problems, and to serve as the basis for recommendations for more effective or efficient ways of performing work tasks

Announced on

Aug 10, 1980
at 04:20 am

Ab actu ad potentiam

Research and development

Research and development (also RnD or RD or Research and Technological Development or RTD in Europe) refers to a specific group of activities within a business. The activities that are classified as RnD differ from company to company, but there are two primary models. In one model, the primary function of an RnD group is to develop new products; in the other model, the primary function of an RnD group is to discover and create new knowledge about scientific and technological topics for the purpose of uncovering and enabling development of valuable new products, processes, and services. Under both models, RnD differs from the vast majority of a company's activities which are intended to yield nearly immediate profit or immediate improvements in operations and involve little uncertainty as to the return on investment (ROI). The first model of RnD is generally staffed by engineers while the second model may be staffed with industrial scientists. RnD activities are carried out by corporate (businesses) or governmental entities

Announced on

Aug 10, 1980
at 04:25 am



Financial and Monetary Affairs

Services provided by RossInvest Finance are related to the finance industry, which encompasses a broad range of organizations that manage money, including credit unions, banks, insurance companies, consumer finance companies, stock brokerages, investment funds, some government sponsored enterprises and beyond banking



Scientific Services and Research

Services provided by RossInvest Foundation are related to the theoretical and practical aspects of complex fields of activities. Such services are provided by members of professions such as chemists, physicists, engineers, etc., and includes the services of scientists who undertake evaluations, estimates, research and reports in humanities, natural and social sciences



Management of the Business Affairs

Services provided by RossInvest Group are related to the function that coordinates the efforts of people to accomplish goals and objectives by using available resources efficiently and effectively. Management includes planning, organizing, staffing, leading or directing, and controlling an organization to accomplish the goal or target

All documents of each transaction are internal

Confidentiality is codified by Swiss Banking Act of 1934. RossInvest is firmly committed to corporate responsibility and actively strives to assess current risks and expectations. We pledge to remain steadfast in our commitment to meet the needs of our Partners at all times

Sapienti sat

You acknowledge that you are accessing this site on your own initiative and are responsible for compliance with laws and regulations applicable in your own jurisdiction. RossInvest's products as detailed on this site are solely directed at institutional investors and are not intended to be offered to the general public in any jurisdiction. They are only available in the jurisdictions indicated. In the case of US institutional investors products are unavailable

The facilities detailed in this page are not subject to the provisions of the United Kingdom Financial Services Act 1986 or any amendment thereto ("the act"). The facilities are specifically exempted from "the act" by way of note 5 to clause 13b of part I of "the act". We are not registered as a financial adviser under "the act" and we do not offer any form of investment advice nor provide nor sell any form of investment or security as defined within "the act"

This site has been set up by RossInvest for information purposes only. None of the information contained or products described on this site constitute financial, investment, tax or legal advice or an offer, invitation to acquire or sell or recommendation of any product, service or security. All information is provided to assist prospective investors in making their own decisions without any guarantees as to accuracy, reliability or completeness

All information contained on this site is provided without any warranty of any kind (express or implied), to the fullest extent permissible pursuant to applicable law. RossInvest accepts no liability (including in respect of negligence) for any damage or loss including loss of profit whether direct, indirect or consequential in respect of the use of this site or its content and are not responsible for any interruptions or delays in service which may occur

You acknowledge that the internet is not a secure medium for communication of information. RossInvest accepts no responsibility for the security or confidentiality of information transmitted in this way to RossInvest either through this site or otherwise and any such transmission of information shall be at your risk

Any reference to RossInvest means RossInvest and its subsidiaries or any one of them as appropriate. Information contained and accessible on this site is believed in good faith to be correct

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