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Asset Management

Confidential portfolio management is a service whereby funds or securities are professionally managed by an investment specialist on behalf of, and in the interests of, the client.


Main advantages of confidential portfolio management:

  • Clients do not need knowledge of the stock market, unlike¬†brokerage services
  • Asset management is carried out by a professional
  • Almost any financial instruments in the financial markets of any country can be applied

Asset management is available for both individuals and companies. The general pattern of asset management for private clients, banks and organisations is the same.

The stock and derivatives market provides the opportunity for making a large profit, but the risk is multiplied. Risk and profitability are the main determiners for working on the stock market and these same factors must be taken into account when choosing a confidential portfolio management strategy with General Invest (Switzerland) AG.


Professionalism

The quality and process of any portfolio management is not linked to the size of the portfolio and this does not signify inequality between clients with a difference in portfolio size. Investors can withdraw funds wholly or in part at almost any time (which points to the product's high liquidity) or change their strategy.

The professionalism of the staff at General Invest (Switzerland) AG, the transparency of the investment process and the support provided in all aspects of confidential investment management give each and every client the chance to make the decision that is right for them

Philosophy

Many of our clients are first or second generation professionals and entrepreneurs. Their backgrounds are diverse, yet all share a determination to preserve and protect their wealth for the long term.
We consider it our duty to honor that commitment by delivering the very best money management and strategic wealth planning solutions, while respecting and serving the confidential and private nature of this process. Our clients' trust is our greatest reward, and it is our privilege to earn it today and for future generations.

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