Genève Invest: Who We Are, How We Work and Where Your Money Is Held
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.
When you are considering working with a wealth manager, it is not just about products or returns.
Before you decide to work with us, here you will find the most important information about Genève Invest, our Swiss partner banks and answers to frequently asked questions.
What You Want to Know Before You Invest Your Wealth
We Are Happy to Share This Information with You
- Who is actually behind this company and who supervises it?
- Where exactly is my money held, and who has access?
- How does the collaboration work in practice, from the first contact to ongoing support?
- What costs are involved, what rights do I have, what risks exist?
Who We Are and Who Supervises Us
Genève Invest Sàrl is a Swiss wealth manager based in Geneva.
We are authorised by the Swiss Financial Market Supervisory Authority FINMA as a wealth manager under the Financial Institutions Act (FinIA). Ongoing supervision is carried out by the supervisory organisation OSFINcontrol AG, a recognised organisation that is itself subject to FINMA oversight.
Under the Swiss Financial Services Act (FinSA), we provide a client information sheet that includes, among other things:
- Which financial services we offer (wealth management, services in the area of collective investment schemes)
- How client segmentation (retail clients, professional and institutional clients) works
- What general risks exist with financial instruments and where you can find further information (e.g. the brochure “Risks in Trading Financial Instruments”)
- How costs and any economic ties are regulated
Important:
The financial institution guarantees neither a return nor success in the context of wealth management and product activities. Investments can rise in value, but they can also fall.
Where Your Money Is Held: Our Swiss Partner Banks
Security
Your money is deposited directly with a Swiss bank in your name.
Transparency
You receive online access and can view the development of your portfolio at any time.
Terms
We have negotiated favourable terms with the custodian banks, which we pass on to you.
How the Collaboration Works
Ablauf
How the Collaboration Works
Klarer Prozess, transparente Schritte – damit Sie jederzeit wissen, wo wir stehen.
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Initial Consultation
UnverbindlichSie nehmen Kontakt auf. In unverbindlichen Gesprächen besprechen wir Ihre Anlageziele, Ihre persönliche Situation und eine passende Strategie.
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Personal Meeting
IndividuellDas kann in Genf oder nach Absprache bei Ihnen vor Ort stattfinden. Der persönliche Kontakt ist uns sehr wichtig.
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Opening of the Account at a Partner Bank
SetupSie eröffnen ein Depot auf Ihren Namen, erhalten einen eigenen Online-Zugang und erteilen Genève Invest ein Mandat für die Verwaltung.
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Transfer of Assets
StartYou transfer the agreed investment amount to your account.
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Implementation of the Investment Strategy
InvestWe invest in accordance with the jointly defined investment strategy and your personal specifications.
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Regular Coordination and Discussions
ReviewIn regelmäßigen Abständen besprechen wir mit Ihnen die Entwicklung Ihres Vermögens und prüfen, ob sich Ihre Lebensumstände oder Ziele geändert haben.
Initial Consultation
You get in touch. In non-binding conversations, we discuss your investment goals, your personal situation and a suitable strategy.
Personal Meeting
This can take place in Geneva or, by arrangement, at your location. Personal contact is very important to us.
Opening of the Account at a Partner Bank
You open an account in your name, receive your own online access and grant Genève Invest a mandate for management.
Transfer of Assets
You transfer the agreed investment amount to your account.
Implementation of the Investment Strategy
We invest in accordance with the jointly defined investment strategy and your personal specifications.
Regular Coordination and Discussions
At regular intervals, we discuss the development of your wealth with you and review whether your life circumstances or goals have changed.
Kosten, Kundensegmentierung, Risiken und was Sie noch wissen sollten
Kosten, Kunden-segmentierung, Risiken und was Sie noch wissen sollten
Cost Structure
Wealth management fees are based on the amount of assets under management.
In addition, bank fees apply (account and custody management, transaction costs); we have negotiated special terms with our partner banks for you.
Details on fees and costs can be found in the respective wealth management agreements and the custodian bank documentation.
Client Segmentation
under FinSA
Clients are classified into the segments retail clients, professional clients and institutional clients.
Different protection and information obligations apply to each segment.
Under certain conditions, a change of classification is possible.
Risks and Information Sources
Wealth management services involve financial risks.
General risks in trading financial instruments are explained in a separate brochure.
The specific risks of an investment strategy can be found in the wealth management agreements and the general terms and conditions. They will be explained to you in detail in a personal conversation.
Third-Party Ties
Genève Invest does not receive distribution fees or retrocessions from third parties in connection with the fulfilment of contracts.
Non-monetary benefits such as training services, market or financial analyses are possible.
The investment approach follows an "Open Universe Approach". In the selection of financial instruments, the most suitable choice for the client is sought.
Cost Structure
Wealth management fees are based on the amount of assets under management.
In addition, bank fees apply (account and custody management, transaction costs); we have negotiated special terms with our partner banks for you.
Details on fees and costs can be found in the respective wealth management agreements and the custodian bank documentation.
Kunden segmentierung nach FinSA
Clients are classified into the segments retail clients, professional clients and institutional clients.
Different protection and information obligations apply to each segment.
Under certain conditions, a change of classification is possible.
Risks and Information Sources
Wealth management services involve financial risks.
Allgemeine Risiken im Handel mit Finanzinstrumenten erläutern wir in einer separaten Broschüre: „Risiken im Handel mit Finanzinstrumenten“.
Die konkreten Risiken einer Anlagestrategie ergeben sich aus den Vermögensverwaltungs-verträgen und den jeweiligen Produktunterlagen (z. B. Prospekte, Factsheets).
Third-Party Ties
Genève Invest does not receive distribution fees or retrocessions from third parties in connection with the fulfilment of contracts.
Non-monetary benefits such as training services, market or financial analyses are possible.
Der Anlageansatz folgt einem „Open Universe Approach“. Bei der Selektion der Finanz-instrumente wird eine möglichst geeignete Wahl für den Kunden angestrebt. Kollektive Kapitalanlagen der Tochter-gesellschaft können, wo es sinnvoll ist, eingesetzt werden.
More Transparency for Your Investment Decision
We do not intend to replace personal advice with this information.
On the contrary: please seek personal advice in a direct conversation.
Only you can judge whether Genève Invest is right for you.
- You now know who supervises us, how we work and how your money is held
- You know the framework of our collaboration: from the wealth management agreement to the role of the custodian bank through to costs and risks
- And you can now ask targeted questions before granting a mandate or opening an account