Why High Net Worth Clients Should Consider Opening a Bank Account in Switzerland

Switzerland is a popular destination for high net worth individuals looking to open a bank account. There are several reasons why Switzerland may be an attractive option for these clients, including privacy, security, wealth management, and tax benefits. Privacy: Switzerland has strict banking secrecy laws, which means that banks are not allowed to disclose information […]

Structured Notes

Structured notes, also known as structured products or structured securities, are financial instruments that combine elements of both bonds and derivatives. They are typically issued by financial institutions and offer investors a way to access specific investment strategies or exposures to certain assets or indexes. In this article, we will discuss the basics of structured […]

Private REITS

A private REIT, or real estate investment trust, is a type of investment vehicle that allows investors to pool their money to purchase and manage income-generating real estate assets. Private REITs differ from publicly traded REITs in that they are not listed on a stock exchange and are not required to meet the same regulatory […]

Hedge Funds

Hedge funds are private investment vehicles that are designed to generate returns through a variety of investment strategies. Unlike mutual funds, which are regulated by the Securities and Exchange Commission (SEC) and must disclose information about their holdings and performance, hedge funds are largely unregulated and have greater flexibility in terms of the types of […]

Hedge Funds vs Private Equity

Hedge funds and private equity are both investment vehicles that can offer attractive returns, but they differ significantly in terms of their investment strategies, fees, and regulatory requirements. Understanding these differences can help investors decide which option may be the best fit for their financial goals, risk tolerance, and investment horizon. Hedge funds are investment […]

Advantages of Discretionary Portfolio Management

Discretionary portfolio management is a type of investment management in which a professional investment manager makes investment decisions on behalf of their clients. There are several potential advantages to this approach: Expertise: Discretionary portfolio managers are typically highly trained and experienced in the field of investing. This may include earning a degree in finance or […]

Buying during downturns

Market corrections, also known as pullbacks or downturns, are a normal part of the stock market cycle. They occur when stock prices fall by at least 10% from their recent highs, and can be caused by a variety of factors such as economic recession, geopolitical tensions, or a decline in company earnings. While corrections can […]

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Our Goal

Invest in Value

Our main goal is to achieve steady and consistent long term capital growth of our portfolio. We invest in public equities, fixed income, private equity, private debt and real estate. We like companies that have strong fundamentals, passionate leadership and a wide economic moat. We invest globally and across industries. Octave is a next generation investment firm that operates at the intersection of purpose and profit.