Genève Invest

About us

Genève Invest S.à.r.l. is an independent Swiss wealth management firm which is allowed to deal with clients living in the European Union (EU) via its subsidiary Genève Invest (Europe) S.à.r.l. in Luxembourg. Genève Invest (Europe) S.à.r.l. is an authorized asset management company recognized by the “Commission de Surveillance du Secteur Financier” (CSSF).

Our Clients

The majority of our clientele are private clients based worldwide, of which private entrepreneurs form the major part.

By following a conservative investment strategy we aim to increase prosperity of our clients in order to realize individual aims. We already accept mandates from a minimum investment amount of 50,000 EUR.

Our Investment Approach

To us, every client is different and unique. In order to fully satisfy our clients, we have to know their personal and financial situation to establish appropriate investment strategies according to their specific objectives and needs. Generally we operate with a conservative approach and our objective is to offer our clients regular wealth growth while avoiding speculative choices.

Our Investment Strategy

Most of our clients value safety. In order to meet the needs of our clients, our investment strategy is adapted for a safe, conservative capital development.

We offer a large variety of financial solutions, ranging from investments which generate fixed income with a term guarantee, to dynamic investments in stocks and alternative investments with the potential for higher income in the long run.



A financial investment with the Genève Invest Group provides you with an interesting alternative to fixed deposits which you can get at major banks. Fixed-income securities from major enterprises, so-called corporate bonds can get results with considerably higher return and a repayment guarantee at expiration time. This secure financial investment has ensured our clients over the last few years a considerable return of 7 to 8% per year.

Fixed-interest securities allow to precisely predict the annual return and the overall results similar to the fixed deposit, but with a considerably higher interest rate. Our asset management domiciled in Geneva and Luxembourg provides an individual compilation of the portfolio according to the needs of our customers. The safety of the financial investment is the prime consideration for us as an independent asset management firm. Switzerland and Luxembourg have certainly an attractive service provision in the field of asset management, for private and institutional customers. Small and well-informed investors also find their way more often to Switzerland and Luxembourg, looking particularly for a secure fixed-term deposit.

A bank account and a financial investment in Switzerland or Luxembourg provide a number of important advantages against many other financial centers which you can experience as a customer of our asset management. These include amongst others: Extensive experience in wealth management and an extensive and individual service provision with the focus on safe and sustainable financial investments.

We can provide our investors a high return with the right strategies for several years. As Value investors we distance ourselves from speculative investments. Our success is based on a conservative investment policy. As a classic Value-investor we take advantage of these exchange rate fluctuations on the stock markets while we invest in corporations which are considerably below their value on the stock exchange. Your advantages with the cooperation with the Genève Invest Group are based on two conceptual focus areas: customer-friendly orientation and clear objectives regarding the investment policy and in the wealth management.

We define customer-friendly orientation as: high transparency by continuous and recent insights into your portfolio. You can see at any time which securities have been ordered and how your portfolio values perform over time. Additionally, you will get informed precisely about your wealth development via monthly deposit statements and semi-annual analyses.

Availability of the money: You can dispose at any time of your money in the full amount without the occurrence of any additional fees. Low fee structure: You receive all funds with a significantly reduced issue surcharge. Custodian and order fees for equities and bonds are up to 70% more favorable than at other major banks.

We define as an objective target regarding the investment policy that all portfolios that are managed by the Genève Invest Group focus on only two investment types. These are: Comparatively safe financial investment in fixed-income securities with an above-average return as well as share investments according to the Value-principle. In accordance with your individual risk/ return profile we choose the composition of the portfolio with respect to a particular mixture ratio regarding these two investment types.


Risk Warning/Disclaimer

Genève Invest (Europe) S.à.r.l. is liable to the control of the CSSF (Commission de Surveillance du Secteur Financier) in Luxembourg, which as well regulates Genève Invest (Europe) S.à.r.l.. Genève Invest (Europe) S.à.r.l. is permitted to offer the services of an asset management company in 28 countries of the European Union. Moreover, it is registered as an asset management firm with the financial regulatory authority FCA (Financial Conduct Authority) in the United Kingdom as well as with the Irish financial services regulator Central Bank and Financial Services Authority of Ireland.
The information contained in this web page ( and the associated sub-pages does not represent investment advisory services; it exclusively serves the purpose of product description. In particular, this information does not express any suggestions to enter into such transactions of the type referred to. Past performance is no guarantee of future results. The views expressed are those of the portfolio managers at Genève Invest (Europe) S.à.r.l. at the time of publication. The views expressed facilitate the understanding of the investment process and are not intended as an investment recommendation.
Holdings and allocations are subject to change. No guarantee can be given that the market forecasts will be achieved. The information is only for the use of the person for which it is intended and may not be reproduced or distributed to any other person. Conflicts of interest at Genève Invest (Europe) S.à.r.l. cannot always be ruled out. Information on dealing with conflicts of interest is available on request. The information is based on carefully selected sources, which Genève Invest (Europe) S.à.r.l. considers reliable, but their correctness, completeness and accuracy cannot be guaranteed. They do not constitute an offer or invitation to subscribe for or purchase fund units and are provided for information purposes only. Products and services may vary from country to country. Information on this website does not replace the information about this product, which the investment firm may be required to provide individually on acquisition of the product. The information provided on this website only represents the important features. The tax treatment of a portfolio depends on the individual circumstances of each client and may be subject to change. Genève Invest (Europe) S.à.r.l. is regulated by the CSSF.