Structured
Stable
Long-term
A Good Life in Retirement Requires Reliable Income
Many people desire security, independence and financial peace of mind. With our specialisation in fixed-income investments, we create income solutions designed to support your financial planning.
Mit unserer Spezialisierung auf festverzinsliche Anlagen schaffen wir Einkommenslösungen, auf die Sie sich verlassen können.
Making sound decisions is easier than you think.
Manage your income sources
with a systematic method
Structured
Does the investment market seem confusing to you? And you don’t know which investment could be right for you? With a systematic, rule-based approach, we align your wealth management with your goals. And you can enjoy your life in peace.
Stable
When thinking about the future, stability plays a major role. We support you in focusing on balanced portfolios. You work with a defined risk budget and transparent portfolio management for the level of stability you are aiming for.
Long-term
Markets change, but your goals remain. Returns can support your life planning over long periods. Genève Invest therefore aligns your wealth management for the long term. This allows you to prepare your wealth succession in an orderly manner.
Some investments are complex.
Others require ongoing attention.
And yet others carry risks.
We have been specialising in the fixed-income sector for 20 years.
We know that wealth management decisions can be complex.
And we understand how important it is to preserve substance and keep risks in view.
Our conviction is: Private investors should have access to transparent, stability-oriented and long-term wealth management.
Genève Invest is a FINMA-licensed independent asset manager.
For over 20 years, our focus has been on fixed-income corporate bonds.
We make decisions independently of products and based on our own, in-depth research. This includes direct conversations with bond issuers and the placing banks.
This creates results in a transparent and clearly structured approach.
More than 1,000 client mandates in more than
50 countries
The Genève Invest Group is there for you: with offices in Geneva, Luxembourg, Milan and Stockholm
Numerous awards as best bond manager
Genève Invest (Europe) S.A. in Luxemburg
Our Awards
The investment funds presented on this website and the associated awards relate exclusively to products of Genève Invest (Europe) AG, Luxembourg, and are for information purposes only. Genève Invest Sàrl (Switzerland) provides exclusively supporting services in the area of research and analysis for Genève Invest (Europe) AG and is neither acting as fund management nor as asset manager of collective investment schemes. It is in no way involved in the portfolio management of these funds and assumes no responsibility whatsoever. The presentation of awards does not constitute an offer or a recommendation to purchase financial instruments. Past performance, awards or ratings are not a reliable indicator of future results. Capital investments are subject to risks up to and including the loss of invested capital.
In the past six years, Genève Invest
has been nominated four times by CityWire
(Category: High Yield Global)
2019 – Award Best Fund Manager
2020 – Nominated
2021 – Nominated
2023 – Nominated
Category: Bond Global High Yield (Helge Müller)
Best fund in the category:
Performance over 3 years
Bonds Global High Yield 2019
Obtained by Genève Invest Europe S.A.
Best fund in the category:
Performance over 3 years
Bond Fund 2020
Obtained by Genève Invest Europe S.A.
Our Awards
In the past six years, Genève Invest
has been nominated four times by CityWire
(Category: High Yield Global)
2019 – Award Best Fund Manager
2020 – Nominated
2021 – Nominated
2023 – Nominated
Best fund in the category:
Performance over 3 years
Bonds Global High Yield 2019
Best fund in the category:
Performance over 3 years
Bond Fund 2020
Disclaimer on Fund Management and Awards Genève Invest S.à r.l., Switzerland, is the parent company of Genève Invest Europe, Luxembourg. All investment funds presented on this website are domiciled, administered, and legally managed exclusively in Luxembourg by Genève Invest Europe and are subject to Luxembourg regulatory supervision. During the periods in which the referenced awards were granted, the funds were directly managed by Helge Müller in his capacity as Chief Executive Officer, within the Luxembourg fund management structure. The funds remain actively managed in Luxembourg at all times. Investment research, market analysis, and strategic input may be provided by the Swiss entity in Geneva; however, no portfolio management, asset custody, or fund administration activities are conducted in Switzerland. The Swiss entity does not manage, hold, or administer the funds. The presentation of fund performance and awards on this Swiss website is for informational purposes only and does not imply that the funds are managed or domiciled in Switzerland.
Unsere Anlageergebnisse der Vergangenheit
Annualisierte Performance für alle
Kundenkonten von Genève Invest
S.à.r.l. im Zeitraum von 2009 bis 2021
(in Euro)*
*Die Wertentwicklung der Vergangenheit ist kein verlässlicher Indikator für die zukünftige Wertentwicklung. Die oben aufgeführten Performance-Ergebnisse sind
Netto-Ergebnisse (nach Abzug aller Gebühren aber vor Steuern) und beziehen sich auf die Depots aller Kunden von Genève Invest S.à.r.l..
Unsere Anlageergebnisse der Vergangenheit
Annualisierte Performance für alle Kundenkonten von Genève Invest S.à.r.l. im Zeitraum von 2009 bis 2021 (in Euro)*
*Die Wertentwicklung der Vergangenheit ist kein verlässlicher Indikator für die zukünftige Wertentwicklung. Die oben aufgeführten Performance-Ergebnisse sind Netto-Ergebnisse (nach Abzug aller Gebühren aber vor Steuern) und beziehen sich auf die Depots aller Kunden von Genève Invest S.à.r.l..
Our Partner Banks
We subscribe to new bonds because
we have access to the issuing banks
Self-Managed Fixed Deposits
Fixed interest rates over a defined term
Self-Managed Fixed-Income Investments
Bonds with clear interest payment dates and defined maturities
Long-Term Wealth Management by Genève Invest
Genève Invest manages your wealth with a long-term, active approach. We hold regular discussions with companies, discuss strategy and multi-year developments, and assess whether the business model provides sufficient stability
and credit quality.
- Answer your wealth questions with our 20 years of experience
- Assess which combination of investment building blocks fits your life planning
- Develop a strategy together with you
- Accompany your path with the right services
- So that your wealth can deliver predictable returns
- Your return opportunities arise because we consciously take and manage risks
Establish a Transparent Income Methodology Step by Step
1
Schedule an Initial Consultation
We listen carefully. Then we understand your goals and make suggestions on how you can put your wealth to work. You then decide whether we are the right fit.
2
Open Your Own Account in Switzerland
We open an account and securities deposit in your own name at one of our renowned custodian banks in Switzerland. You deposit your funds there and always have full control over your money.
3
Build Your Portfolio and Let Your Wealth Work
Together, we develop a transparent income strategy that you can follow. Returns can support your life planning over long periods. This way, you can also prepare your wealth succession in an orderly manner.
What Sets Us Apart?
We are aware that you have worked hard to build your wealth..
You now want clarity and certainty in the approach, so that your money is managed in a targeted and methodical way?
Investment decisions can indeed be very complex: markets fluctuate, opportunities are numerous, and making a decision is often difficult. We know how demanding wealth management is. And we are convinced that private investors should have access to transparent, stability-oriented and long-term wealth management.
That is why we founded Genève Invest 20 years ago and have since specialised in the
fixed-income sector.
We are a FINMA-licensed independent asset manager. We make decisions independently of products and based on our own, in-depth research. This is how we make your wealth useful for your planning:
Clear, rule-based approach
Ongoing monitoring of issuers, prices and risks
Transparent reports and costs
Instead of dealing with complex investment decisions that often lead nowhere:
Focus on your best life, knowing that you have the right plan and your wealth is managed methodically and transparently.
What Many Investors Ask Us
"Why hire someone else?
I can buy bonds myself."
That’s right. You can also buy bonds yourself. The question is always which ones you are allocated and how you select them. The bond market is complex; some bonds are not listed on the stock exchange, and new issues are often not publicly announced. Or, as a private investor, you may not receive an allocation, whereas banks or brokers do. It is helpful to have an asset manager at your side who has direct access to the market and can leverage their experience.
"Why bother?
I'd rather stick with fixed deposits."
Fixed deposits offer interest for a fixed term. The returns must be taxed, and the actual yield also depends on inflation. And what happens if the market interest rate changes? Fixed deposits may seem like a good alternative at first glance, but their sustainability should also be examined. With bonds, we can lock in interest rates for as long as possible (provided the bond issuer performs).
"I prefer buying equities and ETFs.
They offer the highest returns."
Equities have achieved high returns in many historical periods. At least that is what the past has shown when examining long periods of 20 years or more. At the same time, there are phases in which equities perform poorly and suffer price losses. For investors, this means lower returns. Depending on your personal life situation and life planning, equities may therefore not necessarily be suitable for wealth management.
"Investing in real estate is the safest option, isn't it?"
This cannot be stated in general terms. Real estate ties up capital and reduces short-term liquidity. Additionally, maintenance, administration and dealing with tenants can involve additional effort. One should be aware of this. Other forms of investment can, depending on their structure, involve less ongoing effort.
"Investing is always a gamble. I'd rather not participate."
A gamble depends on chance. Investing, however, is a rule-based process with clear objectives, liquidity reserves, diversification and a risk budget. The results remain uncertain to a certain degree, but the risk is consciously managed, meaning it is not left to chance.
Why "not participating" is also risky:
- Loss of purchasing power: Those who remain permanently in cash/fixed deposits bear inflation and reinvestment risk
-
Concentration risk: Holding wealth only in one account/with one bank is also a form of concentration
Bank zu halten, ist auch eine Konzentration - Timing risk: A later entry may mean missing opportunities in the interim (without promising them)
What professional investing means:
- You can define goals, time horizon and liquidity needs
- Diversification across issuers, sectors, maturities by checking quality
- Setting a risk budget (e.g. stability-oriented rather than maximum return)
- Regular monitoring and adjustments when data changes
- Gradual entry (tranches) to mitigate timing effects
Why "not participating" is also risky:
- Kaufkraftverlust: Wer dauerhaft in Cash/Festgeld bleibt, trägt Inflations- und Reinvestitionsrisiko.
- Konzentrationsrisiko: Vermögen nur auf einem Konto/bei einer Bank zu halten, ist auch eine Konzentration.
- Zeit-Risiko: Späterer Einstieg kann bedeuten, Chancen in Zwischenzeiten zu verpassen (ohne sie zu versprechen).
Was professionelles Investieren ausmacht (ohne Zockerei):
- Ziele, Zeithorizont, Liquiditätsbedarf können Sie definieren.
- Streuung über Emittenten, Branchen, Laufzeiten; Qualität prüfen.
- Risikobudget festlegen (z. B. stabilitätsorientiert statt maximaler Ertrag).
- Regelmäßiges Monitoring und Anpassungen bei veränderten Daten.
- Schrittweiser Einstieg (Tranchen), um Zeitpunkteffekte zu mildern.
Conclusion
Not investing is also a decision, but one with its own risks. Serious investing means consciously taking and managing risks, rather than gambling. If you wish, we can outline a stability-oriented approach (without performance guarantees) that suits your profile and time horizon.
Benefit from Our 20 Years of Experience. Read our e-books.
