Octogone Gestion SA and Fininvesta SA

Octogone Gestion SA and Fininvesta SA

og

 

 

Established in 1995 and still run by some of its founding partners, Octogone Gestion SA is a member of the Swiss Association of Asset Managers (SAAM), a self-regulated organization recognized by FINMA. 

 

With more than 30 employees in our Geneva offices, Octogone Gestion SA provides a team of professionals highly specialized in wealth management with complementary skills and recognized experience.

 

Swiss financial centers, notably Geneva and Zurich, are among the top financial centers in the world, and among the most competitive.

 

 

 

fin

 

 

Fininvesta SA is a company active in asset management, wealth planning and financial consulting.

 

Founded in 2009 by Alexandre Torti, Fininvesta SA joined the Octogone Group in March 2020, and thus benefits from all group's services.

Services
Wealth management
Institutional investors
Fund selection
Custom-made services and products
Family Office
Octogone Gestion SA and Fininvesta SA

26, Rue De-Candolle

CP 331, 1211 Geneva 4

1205 Geneva, Switzerland

 

admin(at)octogone.ch

+41 22 320 32 32
+41 22 320 33 36

Investment Management Platform Partner

 

WEALTHARC’s innovative digital technology empowers to consolidate AuM, automate processes and meet new regulatory challenges. WEALTHARC delivers a state-of-the-art solution to Family Offices, Independent Financial Advisors and Private Banks.

Octogone Gestion SA is member of

the Ombud Finance Switzerland (OFS)

 

Ombud Finance Switzerland (OFS) is a Swiss Foundation dedicated to provide dispute resolution services upon request from clients of financial service providers or upon request from financial services providers. OFS is a public utility tax exempted legal entity subject to supervision by the Federal Supervision Authority in Bern.

 

 

Octogone Gestion SA is member of

AOOS (Société anonyme suisse de surveillance)

 

AOOS has been licensed as a supervisory body in the sense of the Financial Market Supervision Act (FINMASA). The Swiss Association of Asset Managers | SAAM, the national industry and trade association, is its sole shareholder.

 

Fininvesta SA is member of 

OSFIN (Organisation de surveillance financière)

 

The self-regulatory organisations OAD-FCT and SRO PolyReg have jointly established the supervisory organisation OSFIN. The creation of a new supervisory organisation at national level is part of the legislative work on the new Financial Institutions Act LEFin and the Financial Services Act LSFin.