Coupon-based cash flow planning, subject to issuer and market risks
Choice to withdraw or reinvest cash flows (based on your setup and preferences)
Clear reporting and portfolio reviews
Our Partners
Selection and portfolio construction
Focus on risk awareness, issuer quality, and diversification.
Cash flow planning choices
Withdraw cash flow, reinvest, or a mix, depending on preferences and setup.
Monitoring and adjustments
Regular review of holdings and market conditions, with adjustments when needed.
The Process
Step 1: Goals and cash flow preferences
We clarify objectives, timeline, liquidity needs, and risk tolerance.
Step 2: Implementation and portfolio build
Your assets remain at a custodian bank, we implement the strategy and manage it.
Step 3: Reporting and reviews
You receive reporting, plus periodic check-ins to keep the portfolio aligned.
Key risks to consider
Corporate bonds can be used as part of a diversified portfolio and may offer coupon-based cash flows. However, bond prices and payments are not guaranteed and depend on issuer stability and market conditions. Understanding the key risks is essential when evaluating corporate bonds and building a structured allocation.
Why Genève Invest
Trust in portfolio management is built through structure, transparency, and consistency. We focus on clear processes, independent decision-making, and long-term client relationships rather than short-term positioning.
Multiple
awards in the bonds segment
30+
countries with client mandates
Two decades
of expertise in fixed-income corporate bonds
Three
company offices in Luxembourg, Milan & Stockholm
FAQ
We understand that planning your financial future is an important decision. Here you’ll find answers to common questions about corporate bonds, portfolio structure, and the secure custody of your assets.
Can my portfolio include both bonds and equities?
Yes. Depending on your objectives and risk tolerance, a portfolio can include different asset classes. Many investors use bonds and equities for different roles in a portfolio.
Can bonds be sold before maturity?
In most cases, yes. Bonds are typically tradable, but pricing and liquidity depend on the specific bond and market conditions. Portfolio decisions and execution are handled within the mandate.
Where are my assets held?
Your assets are held with a custodian bank in an account in your name. You retain ownership at all times.
How do you diversify a corporate bond portfolio?
Diversification can include spreading across issuers, sectors, maturities, currencies, and different bond structures, depending on objectives and risk tolerance.
What should I look at when evaluating corporate bonds?
Key factors typically include issuer quality, bond terms (seniority, security, covenants), maturity profile, currency exposure, and overall portfolio concentration.
