Fixed-Income Investments:
A Building Block for Your Financial Life Plan
So that your wealth can deliver predictable returns
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.
Stability and Predictability in Your Financial Strategy
- Develop an investment strategy
- Select bonds and let them work for you in a predictable way
- Always maintain a clear overview
- Better manage inflation and risks
- Gain more freedom for life planning with your wealth
What to Do When Your Wealth Does Not Generate Reliable Returns
Many people over 50 face the question:
How do I invest my wealth so that it supports me regularly and predictably?
Inflation
Your money sits in accounts or short-term investments and gradually loses purchasing power due to inflation.
Oversupply
You feel like you have to start from scratch with every investment decision: new products, new terminology, new promises.
Investment Risk
You do not want to gamble away your wealth, but you also do not want to stand by and watch opportunities go unused.
And how do I avoid the biggest risks?
Corporate fixed-income investments could be a solution, but the market often seems confusing and difficult to access.
The result: many investors postpone decisions or stick with short-term, seemingly simple solutions.
It does not have to stay that way.
We Understand Why Investors
Struggle with Fixed-Income Investments
You have worked hard for decades, taken on responsibility and built up your wealth step by step.
This wealth should give you more freedom in planning your life.
Perhaps it serves as a supplement to your pension, or as support for your
children and grandchildren.
It should grow with as little effort as possible.
But how can it be achieved?
- Develop an investment strategy
- Offers remain at the product level. They do not become an income strategy
- Nobody wants to spend their time comparing price lists and issuer reports. So what can you do?
At Genève Invest, we know what goes through the minds of investors who are considering fixed-income investments for the first time.
And what concerns those who already have experience with bonds.
Because We Have Been Doing Nothing Else for
Over 20 Years.
We have specialised in the fixed-income sector
for 20 years.
We analyse corporate bonds, always focusing on business model, balance sheet quality, cash flows and debt levels. Each bond contractually obliges the issuer to make regular interest payments. And the issuer commits to repaying the nominal amount at the end of the term.
We select the bonds that best match your objectives. We advise you accordingly.
We combine different maturities, interest rate levels and issuers, with the aim of achieving the most continuous stream of interest payments possible.
You can see in an interest calendar when which returns are expected. And you choose whether to use them or reinvest them.
We work for you as an independent wealth manager with a clear, rule-based approach. We continuously monitor your bonds, respond to changing conditions and adjust your portfolio when it makes sense for the risk-return profile.
Then You Will Transform Your Financial Routine
and Your Perspective on Wealth
Instead of dealing with a multitude of products without reaching a decision, you gain:
Transparency
We develop a clearly comprehensible plan for you, showing how your wealth works for you through fixed-income bonds.
Overview
You always have an overview of when which interest payments are expected. You no longer need to track in detail which bond matures when or how spreads are changing.
Long-Term Perspective
Your contact person at Genève Invest monitors market developments for you. They discuss with you what this means for your investment strategy. Above all, they always keep in mind aligning your wealth management for the long term.
And You Gain Even More…
Wealth That Supports Your Life in a Predictable Way
The goal of fixed-income investments with Genève Invest is not "one big gain". We would rather make the most stable contribution possible to your financial life plan.
This can mean:
Additional funds for travel, projects or supporting your family.
Regular interest payments that supplement your ongoing expenses.
The reassuring feeling that your wealth has a recognisable structure and is not randomly distributed.
You do not have to make decisions about your wealth alone. Together, we can consider what role fixed-income investments can play in your overall wealth.
This is how the question "How do I invest my money?" becomes a clear strategy. And then your wealth begins to work for you in a predictable and continuous way.
Benefit from Our 20 Years of Experience. Read our e-books.
