Portfolio Manager licensed by FINMA

Octavian is a portfolio manager licensed by the Swiss Financial Market Supervisory Authority FINMA and monitored by the supervisory organisation FINControl Suisse.

Research distribution & subscription solutions

Bloomberg users can access our research reports on our Bloomberg homepage .

If you cannot access our research on the above distribution platforms please contact us via email (sales@octavian.ch).

Tourmaline Partners provides investment managers with access to unparalleled liquidity, market intelligence and custom workflows to trade global equities, derivatives and ETFs.

Tradition is a global Top 3 Inter Dealer Broker with 22 offices & 2’200 FTEs

Vontobel Transaction Banking for Professionals: Execution and securities services from the heart of Zurich – your one-stop shop for processing flow in all asset classes front to back.

Recognized Representative of SIX Exchange Regulation

Octavian is a recognized representative of SIX Exchange Regulation authorized to submit listing applications for equity and debt securities.

Crossborder M&A Advisory Services

We are a co-founding member and the exclusive Swiss representative of the INFINITA M&A Alliance, a growing alliance of local mid market M&A advisory boutiques.