Rbc Investment Advisors Sa (Geneva)

Rbc Investment Advisors Sa is a large advisory firm based in Geneva. It manages $211.3 million of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, New Jersey, and 3 other states.

Rbc Investment Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rbc Investment Advisors: assets under management

The assets under management (AUM) of Rbc Investment Advisors Sa is $211.3 million. The firm's AUM has grown by 767% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $151.31 million in discretionary accounts and $59.98 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.88 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.5 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rbc Investment Advisors Sa for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rbc Investment Advisors Sa

Jean Louis Francois Lovisa has been acting as President since 1 Aug 2015. Edward Patrick Flaherty joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthieu Yves Balmer	Chief executive officer	1 Mar 2010	Other	5772812
Laurent Labalette	Chief compliance officer	1 Aug 2011	Other	5990339
Sebastien Augustin Roy	Director	1 Oct 2011	Other	5990332
Pierre Alain Bracher	Director	1 Oct 2011	Other	5990334
Barend Franciscus Josephus Maria Janssens	Director	1 Oct 2011	Other	5990336
Roycan Trust Company Sa	Shareholder	1 Oct 2011	75% - 100%	foreign entity
Jean Louis Francois Lovisa	Director	1 Aug 2015	Other	6031232
Edward Patrick Flaherty	Director	1 Aug 2015	Other	6031234
Nigel Marc Upton	Director	1 Aug 2015	Other	5720489
Financière Syz & Co Sa	Owner	1 Aug 2015	75% - 100%	foreign

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Royal Bank Of Canada	Ultimate owner	1 Dec 1972	75% - 100%	foreign entity
Rbc Finance Bv	Shareholder	1 Jan 1982	75% - 100%	foreign entity
Royal Bank Of Canada (Suisse) Sa	Shareholder	1 Aug 2000	75% - 100%	foreign entity
Rbc Luxembourg (Suisse) Holdings Sarl	Shareholder	1 Nov 2012	75% - 100%	foreign entity

Based in Geneva

The principal office where Rbc Investment Advisors Sa performs its advisory services is located at Rue Du Stand 56, Geneva, 1204, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +41.22.818.48.40 or by fax +41.22.818.48.41. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.