Our 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 based on discretionary mandates, as well as advisory mandates for those who wish to remain involved in the management of their assets.
For more than 25 years, we have been active in the equity and bond markets. We also invest through traditional, alternative and private equity funds, as well as 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, giving you a global and detailed view of your financial situation.
WEALTH MANAGEMENT
As very independent wealth managers, we offer you the solutions that best suit your personal situation and expectations based on unbiased service.
We represent your interests and we understand your needs, concerns, expectations and goals.
You are free to choose the custodian bank which best suited your specific needs among the top custodial working with Octogone, as well as the jurisdiction in which you wish to operate.
Our size allows us to provide you with advantageous costs and fee structures.
We work with the best wealth and asset management specialists wherever they may be in the world.
- MACRO ECONOMIC ANALYSIS
- FUND & SECURITY SELECTION
- LONG-TERM CAPITAL PRESERVATION & GROWTH
- ABSOLUTE RETURN
- RISK CONTROL
OUR INVESTMENT
PROCESS
OCTOGONE FAMILY OFFICE
Since 1995, we have been helping our customers to preserve, grow and pass on their wealth.
We are well aware of the challenges of international wealth management, and work in close collaboration with your usual advisors, be they notaries, lawyers or chartered accountants.
In a context of increasingly complex standards and internationalization, the complementary nature of our respective skills is crucial to ensuring the sustainability of the wealth strategies we implement.
