Our Partner Banks

A Beneficial Partnership

Why does Genève Invest work with selected depository banks? They offer the infrastructure that enables us to optimally manage investments for our clients. We cooperate with top-tier banks located in three of the most politically and financially stable countries: Switzerland, Luxembourg and Germany.

These banks are not involved in investment decisions. Our advisors independently select securities for our clients based on their specific financial objectives. Our partner banks do, however, provide enhanced benefits and competitive rates to our clients. We match each client with the bank that will meet their unique needs by estimating the number and type of securities necessary to successfully implement the strategy. We then provide the client with a quote regarding expected costs at different banks.

Depository Banks

Genève Invest’s clients enjoy competitive and secure service with highly advantageous rights. Thanks to our strategic partnership with depository banks, we offer one of the leading platforms in deposit management – and our clients avoid the higher rates and fees of traditional banks.

To ensure maximum convenience, we open an account in each client’s name. This empowers them to actively monitor investments via secure internet access. In the initial stages of client engagement, we develop mutually defined contracts and investment frameworks, based on the clients’ personal and financial situations and goals. As their asset manager, clients grant Genève Invest limited management authorization. This enables us to realize investment opportunities that align with and support their wealth management objectives.

Your advantages by having an account with our partner banks:

Security:

Client accounts provide secure access to capital at any time via the depository bank website. While authorized to manage clients’ wealth, Genève Invest does not have direct access to your credit.

Advantageous Rates:

As experienced asset managers, Genève Invest has access to discounts (such as transaction costs, entrance fees, etcetera). We extend these beneficial rates to our clients. Each client’s account opening is free of charge, and we offer significantly more favorable rates (up to 50 percent regarding order and holding charges) compared to big banking houses. In addition, our partnerships with depository banks allow us to offer rates and conditions that outperform those found at traditional banks.

Transparency:

Clients can monitor their account status and track portfolio performance online. In addition, partner banks provide regular deposit statements, and we are happy to generate more detailed performance analyses, if requested.

Insights


Archived News
An insight to the seniority of corporate bond issues

An insight to the seniority of corporate bond issues

Holding a corporate bond is a bit like holding an IOU (“I owe you” – it signifies an outstanding debt) from a trusted friend. At the time the money is handed over it seems inconceivable that anything could go wrong. However, if you have enough IOUs with enough friends, eventually one of them will struggle to repay their debt. It may only happen once every hundred IOUs you hold but when it does occur, where do you stand? In the line of people who are owed money, are you are the start of the line, or all the way at the back?

An insight into the maturity and duration of bonds

An insight into the maturity and duration of bonds

A bond is a security which can be purchased by private as well as institutional investors. A certain term (maturity term) is set and the bond has to be repaid once the bond matures. Interests are usually paid at regular intervals (quarterly, semi-annually or annually) during its maturity term. The extent of these interest payments are generally specified in advance, which is why bonds are also referred to as Fixed Income securities.

Report from Genève Invest on the Swiss economy and the removal of the EUR/CHF exchange rate floor

Report from Genève Invest on the Swiss economy and the removal of the EUR/CHF exchange rate floor

Amongst the most prestigious asset management companies in Europe, Genève Invest has released a financial and economic analysis which seeks to draw conclusions from 2015, the year that will probably go down in Swiss history as some kind of “year zero”. The decision to remove the exchange rate floor between the Euro and Swiss franc made by the Swiss National Bank in January 2015 put literally all of Switzerland’s crucial export sectors under enormous pressure.

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