We Are the Independent Specialists for Fixed-Income Investments

Marketing communication. No guarantee of returns or capital. Risks: market, interest rate, price, default and, where applicable, currency risks. Past performance is not a reliable indicator.

The parent company Genève Invest S.à.r.l. was founded in Geneva in 2002.

STOCKHOLM Genève Invest (Europe) S.A. – Branch Sweden

In 2012, Genève Invest (Europe) S.A. in Luxembourg was added.

MILAN Genève Invest (Europe) S.A. – Branch Italy

Genève Invest is an independent wealth management company with a clear focus on fixed-income investments, particularly corporate bonds.

We operate neither as a bank nor as a product distributor.

We manage assets for clients who rely on fixed-income investments with individually calibrated additions.

We View Your Wealth as a Lifetime Achievement That Should Be Preserved

Most of our clients are not encountering financial products for the first time. Many have experienced portfolios at banks where in-house products took centre stage. They have felt that their own situation was rather adapted to a product, depending on the advisor.

That is why we founded Genève Invest.

We do not advise, we manage actively. Because we know that many investors do not want anything spectacular, but something very down-to-earth: they want steady, comprehensible return opportunities, a clear investment strategy and a contact person who knows them personally and aligns with their life plan.

Your wealth deserves an approach that combines stability, transparency and specialisation.

Our Investment Philosophy: Value Investing in Bonds and Equities

Understanding Value

We analyse companies, their business models, key figures and their ability to service interest and payment obligations over the long term. The aim is to determine a realistic intrinsic value.

Assessing Price

In our view, an investment becomes attractive for you when the market price is significantly below the estimated intrinsic value, including a margin of safety for the investment.

Maintaining Discipline

We only invest for you when the ratio of opportunity to risk is, in our view, appropriate. Importantly, our 20 years of experience give us the patience to wait when this ratio is not right.

For corporate bonds, value investing means:

For equities, value investing accordingly means:

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

Best fund
in the category:

Performance over 3 years

Bond Fund 2020

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


Category: Bond Global High Yield (Helge Müller)

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

Rang 1
in Global High Yield Funds

mit dem
Tells Arrow Wandelanleihen Fond

Stand August 2025

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

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.

One Approach, Two Locations, with Supervision in Switzerland and the EU

The structure of Genève Invest is clear and straightforward

Genève Invest S.à.r.l.

is a wealth manager authorised by FINMA under the Financial Institutions Act; ongoing supervision is carried out by the supervisory organisation OSFINcontrol AG.

Switzerland

Genève Invest (Europe) S.A.

Subject to CSSF supervision and authorised. In Germany, it is registered with BaFin.

Luxembourg

Our Core Team

Helge Müller

CEO, Founder and Head of the German Desk

Helge Müller is the founder and Chief Executive Officer of Genève Invest S.à r.l. and has more than 20 years of experience in portfolio management and investment strategy. As lead portfolio manager and managing director, he is responsible for the company's overarching investment philosophy, strategic direction and long-term management of client assets. Prior to founding Genève Invest S.à r.l., Mr Müller worked for over seven years as an Economics Affairs Officer at the United Nations Conference on Trade and Development (UNCTAD). There he gained deep insights into global economic developments, international trade and macroeconomic policy. He holds a degree in Economics (Diplom-Volkswirt) with a focus on finance and completed his academic training in Rotterdam, São Paulo and Cologne. Through his extensive international experience and disciplined investment approach, Helge Müller continues to shape the company's identity and reinforces its commitment to independent, long-term and client-oriented wealth management.

Romain Daudey

Head of the French Desk

Romain Daudey has more than 14 years of experience in the financial industry with a strong focus on relationship management and advising French-speaking clients. He holds a Master's degree in Management with a specialisation in financial markets, which provided him with a solid foundation in investment products, market dynamics and client-oriented solutions. Romain Daudey joined the group in January 2012 and has since played a central role in the development and long-term support of the company's French-speaking client base. As Managing Director and Relationship Manager of the French Desk, he is responsible for advising and supporting French-speaking clients. In doing so, he builds trusting, long-term relationships and offers tailored wealth management solutions aligned with clients' goals. Through his many years of experience and deep understanding of his clients' needs, he continues to make a significant contribution to the stability and growth of Genève Invest S.à r.l. in the French-speaking market.

Stephanie Roderburg

Portfolio Manager

Stephanie Roderburg has many years of experience in the financial industry with a focus on portfolio management, client services and compliance. After completing her Master's degree in Economics and Finance, she worked at an insurance company in client services and wealth structuring and obtained certifications in estate planning and generation management in 2020. Prior to joining Genève Invest, she worked at banks in the area of alternative investment funds. She was responsible for the implementation of new processes and systems, the review of complex fund and participation structures, and ensuring regulatory compliance. She has been with Genève Invest S.à r.l. since May 2024, where she drives the further development of the company's structure in client services, compliance and digitalisation.

Anthony Koyoumian

Portfolio Manager

Anthony Koyoumian has several years of experience in the financial industry with a strong focus on portfolio management and financial markets. He holds a Master's degree in Financial Markets, which provided him with a solid combination of well-founded investment expertise and strategic business understanding. He joined Genève Invest S.à r.l. in June 2021 and currently serves as Portfolio Manager. In this role, he is responsible for the design, implementation and ongoing management of client portfolios, with a particular focus on disciplined investment processes, risk management and performance optimisation. Through his analytical approach and market expertise, he contributes to delivering robust and client-oriented investment solutions at Genève Invest S.à r.l.

Giacomo Iezzi

Head of the Italian Desk

Giacomo Lezzi has several years of experience in the financial industry with a focus on portfolio management, wealth advisory and business development for high-net-worth private clients. He holds a Master of Science in Quantitative Finance, which provided him with a solid foundation in financial markets, quantitative analysis and risk management. Prior to joining Genève Invest S.à r.l., he worked in the banking and financial services sector in advisory and investment-related roles, building practical expertise in portfolio analysis, financial instruments and client support. Since joining Genève Invest S.à r.l., he has been working as a portfolio and relationship manager. His focus is on tailored, performance-oriented investment solutions and the management of cross-border client relationships, particularly for Italian-speaking clients in Switzerland and Italy. In addition, he contributes to the company's growth through structured, technology-driven processes and a service-oriented approach to client support.

Helge Müller

Kundenbetreuer Deutsche Kundschaft

Geschäftsführer und Gründer

Helge Müller is the founder and Chief Executive Officer of Genève Invest S.à r.l. and has more than 20 years of experience in portfolio management and investment strategy. As lead portfolio manager and managing director, he is responsible for the company's overarching investment philosophy, strategic direction and long-term management of client assets. Prior to founding Genève Invest S.à r.l., Mr Müller worked for over seven years as an Economics Affairs Officer at the United Nations Conference on Trade and Development (UNCTAD). There he gained deep insights into global economic developments, international trade and macroeconomic policy. He holds a degree in Economics (Diplom-Volkswirt) with a focus on finance and completed his academic training in Rotterdam, São Paulo and Cologne. Through his extensive international experience and disciplined investment approach, Helge Müller continues to shape the company's identity and reinforces its commitment to independent, long-term and client-oriented wealth management.

Romain Daudey

Seit Juni 2012 Teil des Teams

Direktor Kundenbetreuer, Französische Kundschaft

14 Jahre Verantwortung für die französischsprachige Kundschaft

Master in Management mit Spezialisierung auf Finanzmärkte

Romain Daudey has more than 14 years of experience in the financial industry with a strong focus on relationship management and advising French-speaking clients. He holds a Master's degree in Management with a specialisation in financial markets, which provided him with a solid foundation in investment products, market dynamics and client-oriented solutions. Romain Daudey joined the group in January 2012 and has since played a central role in the development and long-term support of the company's French-speaking client base. As Managing Director and Relationship Manager of the French Desk, he is responsible for advising and supporting French-speaking clients. In doing so, he builds trusting, long-term relationships and offers tailored wealth management solutions aligned with clients' goals. Through his many years of experience and deep understanding of his clients' needs, he continues to make a significant contribution to the stability and growth of Genève Invest S.à r.l. in the French-speaking market.

Stephanie Roderburg

Kundenbetreuung Compliance

Stephanie Roderburg has many years of experience in the financial industry with a focus on portfolio management, client services and compliance. After completing her Master's degree in Economics and Finance, she worked at an insurance company in client services and wealth structuring and obtained certifications in estate planning and generation management in 2020. Prior to joining Genève Invest, she worked at banks in the area of alternative investment funds. She was responsible for the implementation of new processes and systems, the review of complex fund and participation structures, and ensuring regulatory compliance. She has been with Genève Invest S.à r.l. since May 2024, where she drives the further development of the company's structure in client services, compliance and digitalisation.

Antony Koyoumian

Mitglied seit Juni 2021 Master in Finanzwesen Portfoliomanager

Master in Finanzwesen

Portfolio manager

Anthony Koyoumian has several years of experience in the financial industry with a strong focus on portfolio management and financial markets. He holds a Master's degree in Financial Markets, which provided him with a solid combination of well-founded investment expertise and strategic business understanding. He joined Genève Invest S.à r.l. in June 2021 and currently serves as Portfolio Manager. In this role, he is responsible for the design, implementation and ongoing management of client portfolios, with a particular focus on disciplined investment processes, risk management and performance optimisation. Through his analytical approach and market expertise, he contributes to delivering robust and client-oriented investment solutions at Genève Invest S.à r.l.

Giacomo Lezzi

Leiter des italienischen Desks

Giacomo Lezzi has several years of experience in the financial industry with a focus on portfolio management, wealth advisory and business development for high-net-worth private clients. He holds a Master of Science in Quantitative Finance, which provided him with a solid foundation in financial markets, quantitative analysis and risk management. Prior to joining Genève Invest S.à r.l., he worked in the banking and financial services sector in advisory and investment-related roles, building practical expertise in portfolio analysis, financial instruments and client support. Since joining Genève Invest S.à r.l., he has been working as a portfolio and relationship manager. His focus is on tailored, performance-oriented investment solutions and the management of cross-border client relationships, particularly for Italian-speaking clients in Switzerland and Italy. In addition, he contributes to the company's growth through structured, technology-driven processes and a service-oriented approach to client support.

Kompetenz und Zuverlässigkeit in Zahlen

Über die Jahre hat sich Genève Invest von einem lokalen Anbieter zu einem etablierten Spezialisten für Unternehmensanleihen entwickelt.

Unsere vergangene Performance können wir, soweit rechtlich zulässig, nur bedingt auf dieser Webseite transparent darstellen. Selbstverständlich sind Vergangenheitswerte kein verlässlicher Indikator für zukünftige Ergebnisse. Dennoch kann ein Track-Record etwas darüber aussagen, mit welcher Kompetenz und Zuverlässigkeit wir bisher für die großen Vermögen unserer Anleger gearbeitet haben.

PLATZHALTER METHODIK

Selbstverständlich gibt es belastbare Zahlen, die wir Ihnen gern in einem persönlichen Gespräch vorstellen.

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