SOLUTIONS

SOLUTIONS

Our proposal begins with a thorough analysis of your specific needs, setting objectives and constraints in terms of risk, volatility and liquidity requirements over a time period to be defined.

 

We work on the basis of discretionary mandates.

 

We also offer advisory mandates for those who wish to remain involved in managing their assets.

 

We are active in the equity and bond markets within your liquidity constraints.

 

We also invest through traditional or alternative funds, without forgetting private equity and direct investments.

 

Frequent meetings with you are an essential part of our relationship: they help us anticipate present and future needs.

 

We provide regular personalized reports with detailed performance analysis and consolidation services upon request.

 

Wealth management

Your interest first.

 

Your needs, performance and volatility expectations, as well as your risk profile will determine the structure of your portfolio.

 

Our goal is to preserve your capital while generating the best performance possible.

 

Our ambition is to identify and select the leading talents and products using our extensive network.

 

Free choice of custodian bank and jurisdiction.

 

Our size allows us to provide you with advantageous costs and fee structures.

Macro economic analysis
Fund & security selection
Long-term capital preservation & growth
Absolute return
Risk control
Our investment process

Our business model is flexible, based on the principle of independence and of a rigorous and dynamic investment process.

1
Defining your investment profile

Identifying your needs

Reference currency

Investment horizon

Liquidity needs

Risk tolerance

Volatility tolerance

Performance goals

2
Determining your investment strategy

Determine portfolio exposure to the various asset classes

Set minimum and maximum investment limits for each asset class

Define the level of service

3
Portfolio construction

TOP DOWN - assess macro exposure of the portfolio to market conditions

BOTTOM UP - Identify investment opportunities

Measure the level of risk

4
Application

Investment execution

Position management: buying, selling and adjusting positions

Risk management

5
Continued evaluation

Transparency

Quantitative and qualitative analysis of the portfolio

Ongoing monitoring and control procedures

 

Octogone Family Office

Global approach and assistance in managing your family assets

 

Search for the optimal solutions with the best specialists in our network

 

Mergers, acquisitions and sales of businesses

 

Representation in your professional affairs

 

Help with family governance

 

Estate planning

 

Management of real estate, yachts, airplanes and/or works of art

 

Philanthropic activities

 

Personalized services

 

Professionalism
Personalized service
Sharing of knowledge and expertise