Services
Turn Your Wealth into a Strategy
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.
With Our Services, You Turn Wealth
into a Strategy
Many people over 50 do not simply have "a portfolio", but a life story: years of work, decisions, perhaps even sacrifice.
Our services respect exactly that. They are not product lists, but ways in which your wealth can support you in everyday life. With ongoing returns, clarity about risks and a plan that suits your stage of life.
Many Investment Offers.
But Which Service Suits Your Situation?
At a certain point in life, the question is no longer whether you have wealth, but how it is safeguarded.
How do I ensure that it reliably supports me in everyday life?
Which building blocks do I need and which are unnecessary?
Who keeps track for me when markets, interest rates and regulations change?
We are happy to answer these questions. Here on the following pages and in a personal consultation.
Your Wealth Deserves to Be Focused on Preservation
If you have the impression that the development of your wealth is drifting aimlessly, we can understand that.
Many factors can be the cause: portfolios have grown over the years without a strategy. They were managed by different advisors with different interests. And there were phases of life when other things were more important than portfolio optimisation.
Today, it may be less about "beating the market" and more about having predictable returns, taking on understandable risks and making decisions that still feel right in a few years’ time.
Giving your wealth a clear, suitable structure, with a focus on fixed-income investments, is the core of our service.
Genève Invest Services at a Glance
We offer you five core services that complement each other.
Fixed-Income Investments
Your Income Building Block
What it is about:
Building a portfolio of fixed-income corporate bonds, designed for regular interest payments and predictable return opportunities.
Suitable for:
If you want your wealth to generate ongoing returns. If stability and predictable payments are your priority.
Free Portfolio Analysis
Your Check-Up for Existing Investments
What it is about:
A structured analysis of your existing portfolio. Regardless of whether it is held at a bank, another wealth manager or managed by yourself.
Suitable for:
If you want to know how your portfolio is truly positioned today. If you want clarity about costs, risks, focus areas and potential improvements.
Personalised Management
Your Wealth Aligned with Your Life Plan
What it is about:
Wealth management that is tailored to your personal situation: assets, income, time horizon, risk profile, family and estate matters.
Suitable for:
If you do not want to or cannot manage your overall wealth in detail yourself. If you are looking for a clear investment strategy rather than individual product decisions.
Tax Optimisation
Considered from the Start
What it is about:
It is possible to structure your investments so that tax aspects are consciously taken into account within the applicable laws of your country of residence. Naturally in coordination with your tax advisor.
Suitable for:
If you want to keep an eye not only on gross returns but also on net returns. If you want to avoid tax effects becoming surprisingly visible only at the end of the year.
Other Investment Options
Other Investment Options Complements to the Fixed-Income Core
What it is about:
Selected equity investments and investments in different currencies as a harmonious and meaningful complement to your focus on fixed-income investments.
Suitable for:
If you want to take targeted advantage of growth opportunities or currency diversification alongside interest income. If you want to diversify your portfolio more broadly without losing the focus on stability.
From Individual Questions to an Overall Strategy
When you stop looking at individual financial products and start thinking about financial services, a lot changes for your wealth planning.
from
"Should I buy this bond or the fund?"
to
"What role can this investment play in my overall structure?"
from
Individual appointments with different providers.
to
A structured process from analysis through strategy to ongoing management.
from
Always starting from scratch.
to
A wealth foundation through fixed-income investments, clearly defined complements through equities and currencies, and service building blocks that accompany you: analysis, management, tax classification.
You retain decision-making authority, but do not have to manage every detail yourself.
In the Future, You Will Know Who to Turn To
Here is what we can do for you:
- Answer your wealth questions with our 20 years of experience
- Assess which combination of investment building blocks fits your life planning
- Develop a strategy together with you
- Accompany your path with the right services
- So that your wealth can deliver predictable returns
Benefit from Our 20 Years of Experience.
