Aquila Invest Geneva SA

Overview

Aquila Invest Geneva SA, established in 2003, specializes in providing personalized investment management and advisory services to private investors. The firm operates within the Aquila Ltd platform, an independent asset management network founded in 1999, which encompasses approximately 85 independent asset management firms with over 18 billion CHF in assets under management. Aquila Invest Geneva SA is fully regulated by the Swiss Financial Market Supervisory Authority (FINMA). The firm's investment approach is characterized by flexibility and independence, allowing clients to maintain accounts with their chosen custodian banks. Services range from simple execution-only trades to comprehensive advisory and discretionary portfolio management. Aquila Invest Geneva SA also offers wealth structuring and estate planning assistance through partner firms in various jurisdictions, addressing clients' offshore requirements such as real estate investments and commercial activities. Aquila Invest Geneva SA accepts portfolios with investable assets starting from USD 500,000, implementing strategies via a selection of mutual funds and structured products to achieve diversification while remaining cost-conscious. Larger managed portfolios, exceeding USD 1 million, typically include a mix of investment funds and direct investments in shares and bonds. The firm's investment philosophy emphasizes long-term capital preservation and appreciation, with ongoing monitoring of portfolios in compliance with FINMA regulations.

Investment Focus

• Minimum investable assets of USD 500,000
• Preference for long-term capital preservation and appreciation
• Compliance with FINMA regulations

Portfolio Companies