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.

Defining your investment profile

Identifying your needs

Reference currency

Investment horizon

Liquidity needs

Risk tolerance

Volatility tolerance

Performance goals

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

Portfolio construction

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

BOTTOM UP - Identify investment opportunities

Measure the level of risk


Investment execution

Position management: buying, selling and adjusting positions

Risk management

Continued evaluation


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


Personalized service
Sharing of knowledge and expertise