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DirectoryFinance & InsuranceFunds & Investment CompaniesGenevaGenève Invest Sàrl
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Genève Invest Sàrl

Summary

About the company

The core activity of Genève Invest S.à.r.l. is investment consulting and asset management for private and institutional clients. The company offers various investment products and strategies, including fixed-term deposits, dynamic investments, and multi-currency investments. It also provides personalized asset management, free portfolio analysis, tax optimization, and financial review. The company works with Swiss partner banks and offers its clients a comprehensive range of financial services.

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Fixed-income placements
Construction of portfolios of fixed-income corporate bonds, with securities selection, interest payment schedule, continuous monitoring of issuers and adjustments based on the risk-return profile.
Personalised wealth management
Wealth management tailored to the personal situation, assets, income, investment horizon, risk profile and family and inheritance matters.
Free portfolio analysis
Structured analysis of an existing portfolio, whether held with a bank, another manager or managed yourself, focusing on costs, risks and areas for improvement.
Tax optimisation
Structuring of investments taking account of tax aspects under the laws of the country of residence, in coordination with the tax advisor.
Other investment options
Add-ons to a fixed-income portfolio with selected equity investments and placements in different currencies for diversification and targeted growth.

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Location

Place Ruth-BÖSIGER 6
1201 Geneva

At a glance

Legal form
Limited Liability Company
UID
CHE-109.544.620
Founded
2002 · 24 years
Last commercial register change
March 11, 2025
Employees
1 to 10

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