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DirectoryFinance & InsuranceExternal Asset ManagementZurichOCTA WEALTH AG
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OCTA WEALTH AG

Summary

About the company

The core activity of Octa Wealth is the provision of services in the areas of Private Banking, Wealth Management, and Family Office Services. These include: Portfolio Management: development and implementation of individual investment strategies for private clients; Family Office Services: comprehensive management of assets, including investments, financing, reporting, and selection of service providers; Investment Advisory: advice on the selection of investment products and strategies; and Wealth Management: comprehensive asset management, including investment advice, risk management, and estate planning. The company focuses on the needs of private clients and offers individual solutions to achieve their financial goals.

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Industry:
External Asset Management
✓ Offered5
Asset management
Asset management based on return expectations and risk preferences, implementing the selected specifications with suitable investment products and an appropriate investment strategy.
Portfolio Management
Individual and sustainable investment solutions, selection of investment products, transparent fee structure, as well as setting investment objectives and strategies with clients.
Investment policy and strategy
A long-term investment strategy for safeguarding and managing assets within agreed parameters, analysing market movements and making flexible use of opportunities.
Family office services
Ongoing support for all asset-related topics, including investments and financing, consolidated reporting, as well as assessment of other service providers such as tax and pension advisors.
Smart Strategy Growth Fund
Investment funds focused on sustainable growth, value shares and opportunities in companies with high potential; presented on the website with a specific product reference.

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Location

Talstrasse 62
8001 Zurich
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-229.709.787
Founded
2023 · 3 years
Last commercial register change
September 15, 2025
Employees
11 to 20

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