Geneva Trust provides investment management services and products across all major asset classes, primarily through separately managed bank accounts and special purpose vehicles, such as private mutual funds or several different types of investment funds.

A separately managed account is a privately managed investment account owned by an investor seeking to manage a pool of individual assets or in some instances only cash. These accounts are typically held with a banking institution or an insurance company. The primary difference between a fund and a separately managed account is that Geneva Trust acts as custodian but the client owns the individual securities directly and can typically give instructions to alter his default strategy. This truly innovative approach makes a meaningful difference to our clients’ activities despite a complex regulatory environment.