Aquila Invest Geneva SA

Aquila Invest Geneva SA was founded in 2003. The firm provides private investors with a personalized service and a flexible approach to investment management and advice, responding to specific customer needs in an increasingly standardized and sales-driven banking environment. Our company based in Geneva, Switzerland, is an investment management and advisory company within Aquila Ltd – a major independent asset management platform based in Switzerland founded in 1999. About 85 independent asset management firms are docked to the Aquila Platform totaling over 18bn CHF in assets. Aquila AG has since also acquired the federal banking license and acts exclusively as custodian bank with assets under management of over CHF 2 bio. The Bank and all partner firms of the Aquila Platform are fully regulated by FINMA, the Swiss Financial Market Regulatory Authority.

Customers choose Aquila Invest Geneva SA for its independence and competence in portfolio management and investment advice, while maintaining their accounts with a custodian bank of their choice. Thanks to on-line access to client portfolios (for investment management purposes via a limited power of attorney), Aquila can provide a wide range of services – from simple execution-only trades to advisory and discretionary portfolio management. Aquila Invest Geneva SA is also an “Authorised Financial Service Provider” under South African law. We also assist clients in wealth structuring, estate planning, in all major jurisdictions through partner firms in or close to our network. Our connections allow us to advise clients in various of their “off-shore” requirements such as real estate, commercial activities like letters of credit or finding schools for their children. We strive to be long term partners to our clients beyond our traditional asset management activities. With a personalized approach with our clients, we keep them informed about their portfolios, the markets and review results. We make sure to adjust, if necessary, the clients’ investment goals to evolving market situations. Our independent business status allows us to choose among what we consider to be the best investment funds and financial products available, as opposed to selling expensive in-house products like many banks do. A collaboration with a new client usually begins with a discussion on the client’s financial situation, his goals and strategy preferences – we manage and advise portfolios ranging from “conservative” to “balanced” on to “aggressive” in a variety of base currencies. We also offer exceptionally pure “trading” accounts though our own investment philosophy is focused on long term capital preservation and appreciation. We accept portfolios with investable assets of as little as USD 500’000 and implement the strategy via a selection of mutual funds and structured products to achieve the required diversification while remaining vigilant on cost. Larger managed portfolios (those with assets above USD 1 million), will typically hold a mix of investment funds and direct investments in shares and bonds. We scrupulously observe any special requirements of the client and maintain on-going monitoring of portfolios in compliance with FINMA rules.

Our services

Wealth Management

Need a solid and reliable partner to protect and develop your wealth? Our experts take care of discretionary portfolio management.

Family office

Our experts offer valuable advice on the exclusive service of your wealth interests.

Wealth structuring

Our team accompanies you to protect, expand and preserve your assets.

“An eye for investment”

Aquila Invest Geneva SA

Our services

Wealth Management

Family office

Wealth structuring