How a custodian can help family offices mitigate currency risk

In this article, Sylvia Rizk, Senior Director of Business Development, discusses how a Canadian family office recently came to RBC Investor Services (RBCIS) with concerns about the impact of foreign exchange rate volatility on the value of their global investments.

RBCIS worked with the family to develop a currency hedging strategy that:

    • Mitigates the impact of major currency fluctuations on portfolio performance
    • Allows the family office to benefit from RBC’s scale and specialized expertise
    • Eliminates the need for the family to hire and manage additional staff with the required knowledge and experience


“No matter what economic situation we face, there's always going to be a disparity between the value of national currencies.”

—Sylvia Rizk, Senior Director of Business Development


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