Personalized wealth management and financial planning in Switzerland.
Genève Invest is an independent Swiss wealth manager regulated by FINMA. We offer discretionary portfolio management focused on high-yield bonds and high-quality equities, with personalized service and a long-term investment approach.
Why Investors Trust Genève Invest
Over 1,000 mandates
In more than 50 countries
4 locations
Geneva · Luxembourg · Milan · Stockholm
Award-winning
Best Bond Manager – Genève Invest (Europe) S.A.
For over 20 years, we have specialized in high-yield corporate bonds and carefully selected equities.
Annualized Performance of Our Portfolios (2023–2025)
Bond Portfolio
Income Plus Yield Portfolio
Balanced Portfolio
Dynamic Portfolio
Bond Portfolio
5.0%
ⓘ Zusammensetzung & Gesamtperformance
Assets are invested in corporate bonds or in investment funds that invest exclusively in corporate bonds.
Gesamtperformance 2023–2025: 15.8% (5.0% p.a.)
Gesamtperformance 2023–2025: 15.8% (5.0% p.a.)
Income Plus Yield Portfolio
8.1%
ⓘ Zusammensetzung & Gesamtperformance
A maximum of 30% of assets are invested in equities, alternative investments, or equity funds; the remainder is invested in corporate bonds or in investment funds that invest exclusively in corporate bonds.
Gesamtperformance 2023–2025: 26.5% (8.1% p.a.)
Gesamtperformance 2023–2025: 26.5% (8.1% p.a.)
Balanced Portfolio
14.2%
ⓘ Zusammensetzung & Gesamtperformance
Between 30% and 70% of assets are invested in equities, alternative investments, or equity funds; the remainder is invested in corporate bonds or in investment funds that invest exclusively in corporate bonds.
Gesamtperformance 2023–2025: 49.1% (14.2% p.a.)
Gesamtperformance 2023–2025: 49.1% (14.2% p.a.)
Dynamic Portfolio
19.6%
ⓘ Zusammensetzung & Gesamtperformance
At least 70% of assets are invested in equities, alternative investments, or equity funds; the remainder is invested in corporate bonds or in investment funds that invest exclusively in corporate bonds.
Gesamtperformance 2023–2025: 71.1% (19.6% p.a.)
Gesamtperformance 2023–2025: 71.1% (19.6% p.a.)
The performance figures presented are based on a performance report prepared by Genève Invest Sàrl, which has been subject to an independent reasonable assurance review by BDO Ltd in accordance with ISAE 3000. This review does not constitute a financial audit. The performance data relates to model portfolios (“Bond Portfolio”, “Income Plus Yield”, “Balanced”, and “Dynamic”) and reflects the aggregated performance of client accounts. Performance is calculated in EUR, net of fees and before taxes, using a time-weighted methodology. Individual client results may differ depending, among other factors, on the timing of investments and portfolio allocation. Past performance is not a reliable indicator of future results. The value of investments and the income derived from them may fluctuate, and investors may not recover the amount originally invested. This information is provided solely for informational and marketing purposes and does not constitute investment advice, an offer, or a recommendation to buy or sell financial instruments or to implement any investment strategy. The information is based on data from third-party custodians (including Swissquote Bank AG and Aquila & Co. AG), which are considered reliable; however, Genève Invest Sàrl makes no representation or warranty as to their accuracy or completeness.
Schedule a meeting to learn more about our performance and how we compare to benchmarks.
Why Genève Invest
Personalized Service
You benefit from a dedicated contact person who understands your situation and takes the time to answer your questions.
Tailored solutions
Every wealth situation comes with its own unique requirements. That is why your goals and individual needs are at the center of everything we do.
Transparent communication
Complex financial topics are explained in a clear and understandable way, helping you make informed decisions.
Long-Term Perspective
Sustainable wealth planning is guided by long-term objectives rather than short-term market movements.
Your wealth deserves more than standard solutions.
Every financial situation is unique. What makes sense today may change as your life circumstances evolve, your goals shift, or your wealth structure develops.
That is why professional wealth management does not begin with individual products or short-term market trends, but with a thorough understanding of your personal circumstances.
Together, we look at:
- ✓ Your current financial situation
- ✓ Your short-, medium-, and long-term financial goals
- ✓ Your investment time horizon
- ✓ Your personal priorities
- ✓ Your individual risk tolerance
Our Awards
Nominated four times by CityWire
Category: Global High Yield
- 2019 -
Award: Best Fund Manager
2020 - 2021 - 2023
Nominated
Received by Genève Invest Europe S.A
Best fund in the category:
Performance over 3 years
- 2019 -
Bond fund
Received by Genève Invest Europe S.A
Best fund in the category:
Performance over 3 years
- 2020 -
Bond fund
Received by Genève Invest Europe S.A
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.
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.
Nominated four times by CityWire
Category: Global High Yield
- 2019 -
Award: Best Fund Manager
2020 - 2021 - 2023
Nominated
Received by Genève Invest Europe S.A
Best fund in the category:
Performance over 3 years
- 2019 -
Bond fund
Received by Genève Invest Europe S.A
Best fund in the category:
Performance over 3 years
- 2020 -
Bond fund
Received by Genève Invest Europe S.A
Establish a Transparent Income Methodology Step by Step
1
Schedule an Initial Consultation
We take the time to understand your goals and ambitions. Then we show you how to make your wealth work for you. You decide whether we're the right fit.
2
Open your own Swiss bank account
We help you open a bank and custody account in your own name with a reputable Swiss custodian bank. Your assets remain in your account, and you retain full control over your money at all times.
3
Build your portfolio and put your wealth to work
Together, we develop a transparent and clearly structured investment strategy tailored to your goals. This allows your wealth to work for you over the long term while helping you prepare an orderly transfer of wealth to future generations.
Our Partner Banks
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..
Frequently Asked Questions
Who can benefit from wealth management?
Every individual has different goals and financial needs. A personal consultation helps determine which solutions may be most relevant to your specific situation.
Can I get information first without any obligation?
Yes. The initial consultation is designed to answer your questions and provide you with a first overview of the possible approaches.
How does the collaboration work?
The process begins with a personal consultation. We then discuss your goals, expectations, and the strategies that may be suitable for your situation.
Is financial planning only relevant for high-net-worth individuals?
A structured financial plan can be valuable for a wide range of financial situations. Which aspects take priority depends on your individual goals and needs.
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.
Benefit from Our 20 Years of Experience. Read our e-books.
