Octogone Holding Sàrl provides independent wealth and asset management services and tailored investment solutions for private and institutional clients. Services include discretionary mandates, advisory mandates and portfolio management delivered through an international network of specialists.
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Offering
Products & services
Industry:Holding Companies
✓ Offered5
Wealth management
Discretionary wealth management and advisory mandates, macroeconomic analysis, selection of funds and securities, portfolio construction, risk monitoring and regular personalised follow-up.
Family Office
Family office services to preserve, grow and transfer wealth, in collaboration with notaries, lawyers and accountants for international wealth strategies.
Services for institutional investors
Solutions for institutional investors, including needs analysis, portfolio construction, fund selection, execution of investments and ongoing control procedures.
Fund selection
Selection of traditional, alternative and private equity funds, integrated into analysis, portfolio construction and investment monitoring.
Custom services and products
Tailored services and products for specific needs, with prior analysis of objectives, risk constraints, volatility and liquidity, followed by regular personalised reporting.
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