Investment Approach

Geneva Partners’s goal is to generate absolute annual returns for each client, not necessarily corresponding to the performance of the equity capital markets.  In this process, Geneva Partners is skilled in using hedge funds as part of a comprehensive strategy designed to preserve capital.

Investment Charter

Legal documentation signed by a client authorizes Geneva Partners to manage a client’s assets but prohibits withdrawals of cash or securities.

DISCRETIONARY MANDATE allows GENEVAPARTNERS to manage the assets.		CUSTODIAN BANK safeguards the assets and executes orders.
	ACCOUNT MANAGEMENT Order taking and account information.

Asset Structuring

To better serve clients’ needs, Geneva Partners regularly works in conjunction with experts specializing in the intricate legal and financial aspects of estate and trust planning.

Advantages

		VS
ACCESS/IMPLICATION	Your contact at GenevaPartners is a decision maker who: manages your assets. alongside his own assets.		Relationship managers follow instructions coming from the top.
CONFLICTS OF INTEREST	Open architecture : The only objective is to use the best investment products/ideas.		Selection is influenced by conflicts of interets such as trailer fees/retrocessions.
CONTROL/FOLLOW UP	Relationship with the custodian bank: Bank fees are negociated to a much lower level. A rigorous control of transaction executions and charges. No conflict of interest, GENEVAPARTNERS does not get compensated by custodian banks.		Custodian and transaction fees as well as various « nickle and diming » charges are often used to increase costs in an opaque manner.
COMMON OBJECTIVE	Alignement of interest : GENEVAPARTNERS’s revenues are mainly driven by performance.		Banks can increase their revenues/your costs through an extensive use of in house products  and by « churning » the account.
CAPABILITIES	GENEVAPARTNERS does not face significant liquidity issues when operating on the market.		Bank sizes limit their ability to trade without « slippage ». Execution of joint orders is rarely efficient.
FLEXIBILITY	Our discretionary investment mandate can adapt to client wishes and/or constraints.		A standardized offering.