True independence creates great value
Clients benefit from the full range of professional experience and expertise, empowering them to plan, act, and protect their wealth as if they had a manager’s knowledge at their side.
Great expertise requires:
OBJECTIVE ANALYSIS
Analysis of the client’s circumstances, financial situation, risk tolerance, investment horizon, investment goals and needs (including age, retirement needs, tax domicile)
STRATEGY PLANNING
The result of the objective analysis, risk capacity and risk appetite, provides the basis for strategic planning.
STRATEGIC IMPLEMENTATION
The strategic planning provides the framework for the portfolio composition and thus the investment.
Impartiality and independence
The impartiality and independence of the advisor is necessary for the recommendation of an investment or service.
We develop an investment strategy based on your profile and select corporate bonds and equities that match your goals.
For investors with €100,000 or more
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Impartiality and Independence
It is often the last point, impartiality and independence, that strains the counseling relationship. There is a great deal of economic interest in recommending the purchase of certain products or services, and the financial sector is not exempt from this dynamic. The consequences can be serious. They range from taking risks that are incompatible with the needs of the investor to real catastrophes with significant capital losses.
Genève Invest & Independence
At Genève Invest (Europe) S.A. we pride ourselves on our independence. It allows us to put our skills and experience fully and exclusively at the service of our customers, without being subject to any commercial pressure to promote third-party products. Our analysts and managers are therefore free to analyze the client’s objectives and plan and implement a personalized investment strategy, continuously searching for the best investment opportunities on the market.
Independent Financial Intermediary
Genève Invest (Europe) S.A. is a member of the Association Luxembourgeoise des Professionnels du Patrimoine (ALPP), a prestigious umbrella organization of the main independent financial intermediaries in Luxembourg, which requires compliance with a strict code of ethics to protect clients’ interests.
