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Asset management

We guarantee customized investment solutions for each of our clients

Individual investment solutions
for each of our clients

Our aim is to provide individual solutions for each of our clients, analysing in detail their initial financial situation and defining together the goals to be achieved. Each client is supported by a personal portfolio manager, who works on the implementation and construction of a solid and profitable investment plan. The strategy can be adjusted at any time according to individual needs.
Through the construction of a detailed and carefully outlined investment strategy, we aim to achieve results that allow our clients to see a steady increase in their sources of income, while pursuing a strict approach to continuous cash flow. We are able to offer solutions that are consistent with the various concrete needs that arise throughout a person’s life.

Geneve Invest’s approach is based on extensive analysis, consultancy and planning work, fundamental elements for building and protecting the assets entrusted to us both in the medium and in the long term.

OUR SERVICES

Investment Advice

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Investment Advice

An optimally managed portfolio provides benefits in terms of security, peace of mind and independence.

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Portfolio analysis

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Portfolio analysis

Make sure that the assets are invested in the best way, avoiding any nasty future surprises.

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Partner Banks

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Partner Banks

Our partner banks meet the highest European standards in terms of financial strength.

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Tax optimisation

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Tax optimisation

Our clients have different starting situations and are domiciled all over the world.

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Saving plan

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Saving plan

A sustainable savings plan takes time and needs to be structured in detail.

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Pension Plans & Retirement

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Pension Plans & Retirement

We have been working successfully for years in the design of alternative pension plans.

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Request a free analysis of your investment portfolio now.

Discover the investment strategies we have devised for you.