What will your financial future look like?

Whether it's saving for retirement, striving for total financial freedom, or building a lasting legacy for your loved ones, we recognize the uniqueness of your financial goals.

Schedule your Analysis

Genève Invest is liable to the control of the CSSF in Luxembourg, and is registered with the financial regulatory authority in the United Kingdom as well as with the Irish Central Bank and Financial Services Authority.
For performance results, audited by KPMG and BDO Switzerland, please click here.

We create an investment plan designed to meet our client's individual needs.

The first step in charting a path to full financial independence starts with a free, no-risk portfolio analysis based on your unique priorities. This will help you determine the best strategies to deliver you the highest returns, while mitigating risks and lowering costs. You can read more about the process below.

First, we evaluate your goals and timeline.

We’ll focus on areas for improvement, and discuss any errors in your current investment approach.

Then, we fully assess your current portfolio.

During this phase, we’ll check to see if your portfolio structure is in line with your risk profile and investment goals.

Next, comes an in-depth performance analysis.

We’ll identify areas for improvement and cost-savings, particularly if accounts are scattered or hidden fees exist.

Then, you’ll receive your investment plan proposal.

We’ll also teach you how to make performance and cash flow projections, so you can better understand the impact of your investments.

Take control of your financial future.

Schedule your risk and obligation free portfolio analysis today.

Schedule your Analysis
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Portfolio Analysis

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Genève Invest provides free portfolio analysis exclusively to investors
with portfolios of €50,000 or more (or equivalent).

No thank you, I don’t want my free portfolio analysis