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Where Swiss equity insight meets strategic corporate finance.

Welcome to Octavian AG

Octavian AG provides comprehensive research and brokerage services for Swiss equities to institutional investors worldwide.

Eight members of the former Bank am Bellevue team have founded Octavian in May 2017 to continue providing insightful research on Swiss equities, corporate finance services, and high quality investor events.

We take great pride in the results we have achieved in the past, and will strive to continue our disciplined bottom-up research and investment approach going forward.

As a local broker, we will maintain our ears on the ground and our proximity to companies. We remain steadfast in our commitment to provide alpha generating, value added research, and to continue with the processes and culture we’ve built over the years.

Start the conversation

Every successful partnership begins with a conversation. Let’s discuss how we can support your investment or corporate-finance needs. Our team will get back to you without delay.

Research & Brokerage Services

As specialists in the Swiss equity market, we support institutional investors around the world with in-depth research, precise execution and access to key decision-makers.

  • Research: Bottom-up driven, analytically rigorous, and focused on what truly matters.

  • Brokerage: Seamless idea-to-execution support with Swiss precision.

  • Investor Events: Exclusive opportunities to meet corporates, executives and investors in a focused setting.

Our promise: Value-Added Research that creates clarity, conviction and competitive advantage.

Why Octavian AG?

Proximity over mass-market: We stay close to Swiss companies and understand their realities — while connecting them to global capital. Senior involvement: Every mandate is handled directly by experienced professionals.

No conflicts of interest: Independent advisory with transparency, clarity and integrity. Disciplined methodology: Bottom-up research, deep analysis, consistent execution.

Exclusive access: Investor events and corporate interactions that stand out from typical market formats.

Our promise: Value-Added Research that creates clarity, conviction and competitive advantage.

Let’s explore your next strategic step.

As a Swiss corporate, you benefit from our deep market expertise, senior-led advisory and access to global institutional investors. Whether you are considering a transaction, looking to strengthen your market presence or seeking strategic guidance — we’re here to support your next move with clarity and precision. The next edition will take place from 15–18 January 2026 in Davos. Participation is by invitation only.

Gain deeper insight into the Swiss equity landscape.

Tap into independent Swiss equity research, precise execution and direct access to leading Swiss corporates.
If you are looking for informed ideas, meaningful interactions and a trusted partner in the Swiss market, our team is ready to assist you with insight and conviction.

The Octavian Seminar

Every January we host our annual ideas and market-exchange event in the Swiss Alps — the Octavian Seminar in Davos. This exclusive gathering brings together selected Swiss corporates and international investors for presentations, one-on-one meetings and high-level discussions.

The atmosphere is intentionally focused, personal and inspiring — providing space for dialogue, new perspectives and valuable relationships. The next edition will take place from 15–18 January 2026 in Davos. Participation is by invitation only.