Individuals & Families

We provide institutional-calibre portfolio management to a broad range of accomplished professionals, executives, entrepreneurs and families.

Institutional-Calibre Investment Solution

Our ability to evolve, learn and respond quickly to changing market realities has ensured our clients gain both from new opportunities and are protected from unnecessary risk. We use sophisticated computer modelling and data analysis to empirically test our strategies, re-balance portfolios, manage risk and identify emerging trends globally.

Working with us, you’ll enjoy the attentiveness of a boutique firm, while benefiting from our global expertise and access to top asset-class specialists. Genus’ assistance goes beyond investment counselling, by presenting you with wealth solutions that help clarify complexity and free up time.

 

To reach this end, we work with your current advisors to ensure a complimentary and comprehensive approach to managing your wealth. With our comprehensive offering, we have proudly helped our clients reach their financial goals for more than 25 years.