Why Genève Invest?

Independence

Our chief priority is meeting the needs of individuals and corporations who choose to invest with us. We pride ourselves on the high level of engagement with each client. To this end, we do not endorse the products of any particular third-party institutions and only promote products that provide our clients with the most consistent returns. Our approach is based exclusively on our clients’ unique situations and investment objectives.

Customized investment solutions

Each client engagement begins with an in-depth discussion of the individual’s unique situation and objectives. Fusing this insight with a thorough assessment of current market conditions, our financial specialists independently select the most suitable investments. We work with each client to clearly define an agreement on the appropriate capital allocation structure between investments and ascertain whether more secure frameworks and/or various dynamic securities will offer the returns they desire.
Client needs are paramount.

To ensure the highest levels of satisfaction, Genève Invest offers:

Absolute Transparency

Via secure online banking platforms, clients enjoy direct access to financial investments. They may track performance and check the current status of their portfolio at any time. Additionally, they receive monthly deposit statements, and semi-annual analyses are available upon request.

Financial Flexibility

The assets entrusted to Genève Invest are not restricted in any way. Clients are free to withdraw part or all of their invested capital at any time without incurring extra costs.

Competitive Rates

Strategic partnerships with our depository banks enable us to offer more advantageous rates. There is no charge to open an account, and all investments are completed without asset-based fees. This represents significant savings, and order and management fees are up to 50 per cent lower than those charged by traditional banks.

A clear investment strategy

Specific investment strategies are guided by the specific aims of clients. To meet these goals, we manage portfolios that encompass investments in three different asset classes:

Fixed Income Investments:

We specialize in assessing and evaluating fixed income securities, investing primarily in high-yield corporate bonds.

Value-Stock Investments:

Our investment specialists carefully select companies that are currently undervalued and pay steadily high dividends.

Alternative Investments:

If clients desire, we can invest a portion of the managed assets in alternative investments. These encompass investments in hedge funds, property, commodities and/or private equity funds.

S&P Credit Ratings and Research provided by S&P Capital IQ

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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