In view of the instability in various geographical regions, distributing a portfolio over various currencies is now a key element in the protection of assets. We offer investments in a variety of currencies such as CHF, EUR, USD and Scandinavian Kroner.
Genève Invest S.à.r.l. is an independent Swiss wealth management firm headquartered in Geneva. We are licensed as a financial intermediary and are members of the PolyReg association, a self-regulatory organisation that is recognised by the Swiss Financial Market Supervisory Authority (FINMA).
Annualized Performance of all Genève Invest client accounts in the period from 2009 to 2015 (in Euro):
CLICK HERE to have a detailed look at our Investment Performance Results (audited by KPMG)
We primarily work with international and Swiss private clients who are looking to invest over the medium- and long-term.
We build a lasting business relationship with this circle of clientèle, which is based on regular dialogue and mutual trust. We accept management mandates starting from a minimum amount of 50,000 CHF/EUR/USD.
To us, every client is unique. It is important that we know the personal and financial situation of each individual client to ensure that the investments we offer meet their individual needs and expectations. We follow a conservative investment strategy, which means that we avoid speculative investments, because our objective is to secure our clients’ assets and increase them over the long-term.
We offer a wide range of financial investment opportunities. On the one hand, we offer fixed-rate corporate bonds to achieve constant interest income for our clients, and on the other, we also offer high-dividend value stocks, if these correspond to the target return and investment horizon of our clients. If necessary, these investment categories can be supplemented by alternative investments.