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Partners, Memberships & Licenses

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. 

Bloomberg

Research distribution & subscription solutions

Bloomberg users can access our research reports on our Bloomberg homepage {OCTV <GO>}.


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

Best execution trading services

We offer our clients direct access to MiFID II compliant best execution trading services through Octavian Execution Partners

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

Tradition

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. 

SIX Exchange Regulation

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.

INFINITA M&A ALLIANCE

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. 

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