Wealth Management
That Is Guided by Your Life
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.
Because Standard Solutions Often Do Not Do Justice to Your Wealth.
- Better account for life transitions
- Keep an eye on withdrawals, gifts and the future
- Use personalised management
- Invest independently
- Gain peace and freedom for your life
When Your Wealth Has Grown, but the Strategy Behind It Is Missing
The portfolio at the bank, a life insurance policy, a savings account, a property plus a few investments that
"felt right at the time".
If you are asking yourself
"Does all this still fit my life?
And what about in ten years?"
Then it is time for personalised management.
Withdrawals
You want to know how much money you can actually withdraw in retirement without running short later.
Gifts
You are thinking about making gifts to your children or grandchildren, but are unsure how this will affect your own financial security.
Future
You are familiar with fixed deposits, funds, bonds and other building blocks, but do not know how to turn them into a personal strategy.
Standardised solutions often answer these questions only partially.
Personalised wealth management can help close this gap.
When financial decisions often feel harder than they need to
If you sometimes feel like you are "always starting from scratch" when it comes to financial matters, you are not alone. With every new phase of life, new topics arise.
- Transition to retirement
- Sale of a business or property
- Relocation to another country
- Questions about inheritance, wills and wealth succession
At the same time, you receive different recommendations from different sources. Usually with a product at the centre, but not with your life.
At Genève Invest, we see things differently
We are interested in:
Your life’s achievements
Your plans
Your commitments
Our task is not just to "invest" your wealth, but to manage it in a way that fits your personal circumstances.
Personalised Wealth Management
Provides You with a Strategy
We align your wealth management with goals that come from your life, not from a product catalogue.
It begins with a conversation in which we systematically assess your situation.
We then define the guidelines together.
On this basis, we define the parameters according to
which your wealth management will be aligned.
- Investment duration (e.g. 3 to 10 years)
- Investment amount (and liquidity reserve)
- Risk appetite (from rather cautious to more opportunity-oriented)
- Suitability assessment (whether a specific offer suits you)
- Risk-bearing capacity (aligning risk with your overall financial situation)
- Investment objective (income supplement, retirement planning, capital preservation or growth)
- Reference currency (primarily Euro, US Dollar or Swiss Franc)
- Additional currencies (if they suit your profile: NOK, DKK, SEK, GBP)
- Special investment opportunities (that match your criteria)
On this basis, your wealth strategy is developed, independently
of the sales targets of banks and insurers.
Your assets are held in your name at a custodian bank. Our task is management and ongoing support.
Important Information on Risks
Even personalised management cannot eliminate risks. Depending on the design of your strategy, the following risks in particular may exist: credit and default risks of issuers, interest rate and price risks, liquidity risks, and currency risks when investing in foreign currencies. Capital losses are possible. Whether our form of wealth management is suitable for you depends on your individual situation, your goals and your risk appetite. Past performance is not a reliable indicator of future results.
From Product Comparison to an Organised Wealth Structure
With a clear investment policy that defines how your wealth should be managed.
Analysis
We analyse companies and their bonds in detail. This includes examining the business model as well as balance sheet quality, cash flows and debt levels. Naturally, we closely monitor markets, the economic environment, interest rate trends, inflation, geopolitical risks and bond performance on a daily basis.
Planning
With your wealth strategy, you always have a clear understanding of which investment decisions are suitable for you and how they can help you achieve your investment goals. You no longer need to follow the details. We take care of portfolio monitoring. This way, you are precisely informed whenever you wish.
Independence
The long-term orientation of your wealth management is the primary goal of your contact persons at Genève Invest. They act independently of providers in the financial sector and can offer you a selection of assets that, from a professional perspective, suit your financial life plan.
More Peace and Freedom, Because You Know:
My Experts Take Care of It
If you wish, we can clarify the following in an initial conversation:
- Where you stand today
- Which questions concern you most
- What personalised management by Genève Invest could look like in practice
You will then have a structured and personalised wealth management that suits your life.
Benefit from Our 20 Years of Experience. Read our e-books.
