Lake Geneva Investment Partners

What Lake Geneva Investment Partners does

Lake Geneva Investment Partners (LGIP) is a Geneva-based, FINMA-licensed alternative asset manager and wealth advisor founded in 2007. The firm operates two service lines: Asset Management, which runs liquid alternative investment funds, and Wealth Management, which provides execution, advisory, discretionary mandates, and bespoke financial services to private clients, family offices, and institutional investors across Europe, the Middle East, Asia, and Latin America. Its flagship product is the Fixed Income Allocator (FIA), a Luxembourg-domiciled UCITS absolute-return fixed income strategy with over 12 years of track record and the 2023 Refinitiv Lipper UK award for 'Best Absolute Return Bond USD over 5 Years'. Other funds include Velocity (launched 2008) and Systematic (launched 2016).

LGIP's investment process combines quantitative tools for identifying trends and dislocations in fixed income markets with discretionary implementation by a team structured across asset management, research and development, risk, and wealth management functions. Wealth Management clients access segregated custody and execution through top-tier banking partners, with services spanning custody and account opening, advisory and discretionary mandates, best execution, asset allocation, and access to the firm's own investment funds. The Wealth Management offering was extended in 2020 with Physical Gold services. AUM is disclosed at approximately $0.1B, with three investment professionals at the firm level plus broader operational, research, risk, business development, and investor relations headcount.

Revenue is generated primarily through recurring asset management fees on the FIA and other in-house funds, supplemented by fees from wealth management advisory, discretionary mandates, and ancillary services. The firm distributes directly via relationship-based advisory to qualified investors and indirectly via the Luxembourg UCITS structure for cross-jurisdictional reach, supported by a content-marketing engine of quarterly commentary, research papers, and video insights. The ownership structure is a partner-led model under CEO Guner Turkmen, with no disclosed external institutional investors.

Name

Lake Geneva Investment Partners

Legal name

Lake Geneva Investment Partners SA

Website

https://lgip.ch

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Geneva-based FINMA-licensed alternative asset manager and wealth advisor founded in 2007, managing liquid alternative funds (flagship Fixed Income Allocator FIA, Velocity, Systematic) and providing bespoke wealth management to private clients, family offices and institutional investors across EMEA, Asia and Latin America.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Alternative asset management
• Wealth management services
• Fixed income investing
• Portfolio management
• Discretionary mandates

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Asset Management Fees: LGIP generates revenue through management fees on its liquid funds, including the Fixed Income Allocator (FIA) and other investment strategies. The firm manages collective investment schemes for qualified investors under FINMA regulation.
2. Wealth Management Services: Full range of execution, wealth management, wealth planning, and bespoke financial services for private clients. Services include custody/account opening, advisory mandate, discretionary mandate, best execution, asset allocation, and investment funds.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Lake Geneva Investment Partners is a FINMA-licensed alternative asset manager and wealth advisor that manages award-winning liquid funds focused on capital preservation and consistent returns. The firm offers two core service lines: Asset Management (including the flagship Fixed Income Allocator UCITS fund) and Wealth Management (independent advisory, discretionary mandates, and bespoke financial services). It serves private clients, family offices, and institutional investors across Europe, the Middle East, Asia, and Latin America from its Geneva headquarters.

Product overview

Lake Geneva Investment Partners operates as a FINMA licensed alternative asset manager and wealth advisor offering two core service lines: Asset Management and Wealth Management. The Asset Management division manages liquid funds including the flagship Fixed Income Allocator (FIA), a Luxembourg-domiciled UCITS fund with 12+ years track record, alongside other funds such as Velocity (launched 2008) and Systematic (launched 2016). The Wealth Management division provides independent, open-architecture advisory services including custody/account opening, discretionary mandates, asset allocation, and personalized investment advisory. The company serves private clients, family offices, and institutional investors across Europe, Middle East, Asia & Latin America.

Differentiator

Problem solved

Functional benefit

Brands

• FIA (Fixed Income Allocator): LGIP's flagship fixed income absolute return all-weather solution for institutional and retail investors within a Luxembourg-domiciled UCITS fund with over 12 years of track record.
• Velocity
• Systematic

Products and services

• Fixed Income Allocator (FIA) LGIP's flagship fixed income absolute return all-weather solution for institutional and retail qualified investors, domiciled as a Luxembourg UCITS fund. Combines quantitative tools to detect trends and dislocations in fixed income markets with discretionary implementation by the investment team.
• Asset Management FINMA-licensed alternative asset management services managing liquid funds aimed at balancing and protecting investor portfolios, focused on capital preservation and consistent returns under all market conditions.
• Wealth Management Independent, open-architecture wealth management offering custody/account opening, advisory and discretionary mandates, best execution, asset allocation, and access to investment funds. Clients hold segregated accounts at top-tier partner banks.
• Velocity Fund One of LGIP's investment funds launched in 2008.
• Systematic Fund One of LGIP's investment funds launched in 2016.

Quantifiable outcome

• Over 12 years of track record with the Fixed Income Allocator fund
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Top-Tier BankscoreOthersLGIP partners with top-tier banks specialized in wealth management, providing safe custody and secure access to a broad universe of markets, financial products and services. Clients can open segregated accounts in their own names at these partner institutions.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Pictet Asset Management: Swiss incumbent asset manager with broad fixed income and absolute return fund ranges, serving similar European institutional and family-office clients as LGIP but with materially greater scale and product breadth.
• Lombard Odier Investment Managers: Swiss private bank with a substantial asset management arm offering fixed income and multi-asset solutions; competes with LGIP for Geneva-based family offices and institutional mandates at a much larger scale.
• PIMCO: Global fixed income incumbent with a major absolute return bond franchise; represents the upper bound of competition LGIP faces in institutional consultant-driven mandates and UCITS shelves.
• Union Bancaire Privée (UBP): Geneva-based private bank with a sizable asset management division offering fixed income and alternative strategies; competes with LGIP in the Geneva wealth and institutional market.

Direct peers

• GAM Investments: Swiss-listed asset manager with a dedicated absolute return bond fund range and multi-asset strategies, directly competing with LGIP's FIA and discretionary mandates in the same UCITS distribution channels.
• Carmignac: European independent asset manager well known for its absolute return and fixed income UCITS strategies, directly comparable to LGIP's FIA in product structure and distribution channels.
• Unigestion: Geneva-headquartered asset manager with systematic and multi-asset strategies serving institutional and private clients, comparable in Swiss base, institutional focus, and use of quantitative inputs in fixed income and alternatives.
• Notz Stucki: Independent Geneva-based asset manager offering fixed income, convertible, and absolute return strategies, closely comparable in size, location, and Swiss FINMA-regulated boutique positioning.

Regional players

• Syz Group: Swiss independent wealth and asset manager with discretionary fixed income and multi-asset strategies; competes with LGIP for Swiss and European family-office clients.
• REYL & Cie: Geneva-based private bank with wealth management and asset management capabilities; directly comparable in Swiss regional positioning and family-office/institutional client mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/lake-geneva-investment-partners-sa

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lake Geneva Investment Partners