Octogone Group

Founded in Geneva in 1995, Octogone Group built its identity on independent advisory and discretionary management for private families and institutions.

Octogone Group

Founded in Geneva in 1995, Octogone Group built its identity on independent advisory and discretionary management for private families and institutions. The firm has been recognized among Switzerland's Top 50 Independent Asset Managers by Citywire in 2026. It maintains a deliberately international structure from the start, with offices now in Geneva, Miami, Nassau, Dubai, and Panama, servicing clients in Europe, the United States, Latin America, and the Middle East. Octogone constructs bespoke portfolios across liquid and illiquid asset classes, drawing on internal global research and performance analysis. The firm operates on both a discretionary and a non-discretionary basis, allowing clients to choose between delegated execution and high-touch collaborative decision-making. Its investment process integrates asset allocation and risk management into a single, house-controlled framework, designed to adapt to client-specific cross-border tax and legal contexts. The geographic reach covers four regions — Europe, the United States, Latin America, and the Middle East — supported by its multi-office hub structure. The firm self-reports managing assets for families and institutions across its international network. While no public AUM figure exists, its scale is benchmarked by the Citywire Top 50 ranking, awarded to significant independent Swiss asset managers. Octogone's 2026 recognition for digital engagement surfaced alongside milestones highlighting international team growth: a manager with offices outside Switzerland in 2023, a broadened international team in 2024, and a dedicated Latin American servicing capability announced for 2025. Octogone's structural differentiator is its insistence on an uncompensated independent-advice posture — it earns no retrocessions or product-provider fees — coupled with a deliberately decentralized geographic model. Rather than operating a single booking center, it distributes regulated advisory and management entities across five financial centers, giving it direct, localized coverage of distinct regulatory and tax environments. This architecture functions more like a cross-border family office platform than a centralized Swiss private bank, enabling tailored multi-jurisdictional asset structuring.

Website

www.octogone.ch

linkedin.com/company/octogonegroup

General information

Firm type

Single Family Office

Year founded

1995

AUM

Undisclosed

Location

Region

Europe

Country

Switzerland

City

Geneva

Corporate office

Geneva, Switzerland

Additional offices

Miami · Nassau · Dubai · Panama

Sector focus

Multi-Asset Class

Is Octogone Group a single family office or an independent asset manager?

Octogone operates as an independent asset manager, not a single family office. It serves multiple families and institutions on a discretionary and advisory basis. The firm explicitly states it provides impartial, independent advice without product-provider ties.

How does Octogone manage cross-border wealth?

Octogone maintains regulated offices in Geneva, Miami, Nassau, Dubai, and Panama, giving it on-the-ground presence in key private-wealth jurisdictions. This multi-hub structure allows direct management of clients' portfolios across different regulatory and tax regimes. Portfolio construction is done in-house, adapting to each jurisdiction's constraints.

What is Octogone's investment approach?

The firm builds customized portfolios based on proprietary global research, performance analysis, and asset allocation models. It offers both discretionary mandates and advisory mandates, depending on each client's preference for delegation versus involvement. The process is grounded in an independent, no-conflict advisory model.

Where are Octogone's clients located?

Octogone serves families and institutions in Europe, the United States, Latin America, and the Middle East. This geographic spread is supported by its network of five international offices, which provide local coverage and cross-border structuring capabilities.

How is Octogone compensated, and what conflicts does it avoid?

Octogone presents itself as an independent asset manager that provides impartial advice. It structures compensation entirely through client fees, avoiding retrocessions or commissions from product providers. This model eliminates product-push conflicts common in traditional private banks.

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