Our universe

Here at GENVIL, our aim is to offer you personalised services to help you achieve your financial goals, which we do by always listening to what you have to say – something that is essential to maintaining the trust that underpins any partnership.

Find out how we can work together to provide you with the wealth management you need.

Our values

Client-first approach

Your trust is an essential component of a
relationship that we want to last and to be based on
a desire to respond to your needs.

Our key objective is to understand, formalise and
meet those needs.

Transparency

We make sure to provide you with complete
clarity about our views, our investment choices
and the development of your assets at all times.

We communicate with you clearly and honestly
about the performance of your portfolio and the
costs involved.

Seriousness

You can rely on the total commitment and rigour that
we will apply to managing your portfolio.

Our professionalism, built on decades of experience,
and our dynamism are at your disposal when it
comes to managing your assets. Well-thought-out
ideas and solutions will be at the heart of our
relationship.

Impartiality and alignment of interests

Your interests are essential and we place them at
the heart of our partnership.

Our decisions must be beneficial to your assets
and respect your management goals.

Long-term focus

You benefit from the security of an investment
strategy that guarantees your financial future –
because we favour a sustainable approach in every
decision we make.

Our services

We offer a range of services specifically designed to meet the needs of individuals.
Each investor requires a specific approach for us to be able to work together to find the right solution.

Private clients

We offer a range of services specifically designed to meet the needs of individuals.
Each investor requires a specific approach for us to be able to work together to find the right solution.

Types of mandate

Whether you prefer discretionary or advisory management, we can provide a mandate that is right for you.

Portfolio construction

We make your risk profile the keystone of the architecture we implement to ensure your complete satisfaction over the medium term.

Your performance objective is inextricably linked to your tolerance to the volatility of your assets.

Investment process

We firmly believe that individuals are at the heart of any lasting wealth-management relationship.
Our entire investment process is founded on clear and open communication.