Asset Management
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.
READ MOREPortfolio analysis
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Portfolio analysis
Make sure that the assets are invested in the best way, avoiding any nasty future surprises.
READ MORE >Partner Banks
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Partner Banks
Our partner banks meet the highest European standards in terms of financial strength.
READ MORE >Tax optimisation
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Tax optimisation
Our clients have different starting situations and are domiciled all over the world.
READ MORE >Saving plan
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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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