A successful partnership: the role of custodian banks.
Our partner banks in Switzerland fulfill the role of a custodian bank. They provide asset managers with a platform for the management of customer accounts, without having any influence on the choice of investments.
An account with one of our partner banks in your name
As a client of Genève Invest, you will be in possession of an account with one of our partner banks that is in your name. This means that you can exercise all your rights over the account and you are the legitimate owner – now and in the future. Only you can carry out transfers and withdrawals. As asset managers, we receive from you a limited power of attorney so that we can make and implement decisions concerning the choice of investments. This will be defined by your specifications in the asset management agreement with Geneve Invest, where it is set out in detail.
Continually reviewing your investments
You can keep track of how your investments are developing at any time via a secure Internet connection. Regular inspections are also set up to occur automatically. This allows us to follow how your needs develop and to check in a transparent way whether the investments made still correspond to your goals.
