Octave Asset Management is your trusted partner for value-based investing, offering personalized plans rooted in transparency and robust risk metrics.

What we offer

We truly understand that everyone has their own financial goals and objectives. With this insight, we offer a diverse range of investment options, designed to serve both seasoned pros and newcomers, ensuring that your personal financial journey aligns seamlessly with your aspirations.

Traditional Investments

Global Equities

Invest in the world's top-performing companies and diversify your portfolio with global equities.

Global Bonds

Allows you to earn stable returns while diversifying your investment portfolio across different countries, currencies, and credit ratings.

Commodities

Tangible assets that range from precious metals and energy to agriculture and livestock.

Exchange Traded Funds

A cost-effective way to invest in a diversified portfolio of assets, such as stocks, bonds, and commodities.

Mutual Funds

Professionally managed investment vehicles that offer easy accessibility and potential for attractive returns.

Non-Traditional Investments

Private Equity

An exclusive asset class that offers high potential for returns through direct investment in privately-held companies.

Venture Capital

An asset class that provides early-stage funding for innovative startups and high-growth companies.

Pre-IPO’s

An exclusive asset class that provides early access to promising companies before they go public, offering high-growth potential and excitement.

Hedge Funds

A flexible and customizable investment solution that combines potential for attractive cash flows, returns with principal protection.

Global Real Estate

A private investment vehicle that provides exposure to a diversified portfolio of income-producing properties, offering attractive returns and portfolio diversification.

Discretionary Portfolio Management

Conservative portfolio

The Conservative portfolio emphasizes capital preservation, making it ideal for low-risk individuals near retirement or with a short investment horizon.

Balanced portfolio

The Balanced portfolio provides stability and growth with a curated mix of bonds, cash, and stocks for moderate returns, suited for a medium-term horizon.

Growth portfolio

The Growth portfolio targets high-risk tolerance for potential high returns with more stocks, ideal for long-term investors comfortable with market volatility.

Who We Cater To

With a strong global presence, we have honed our expertise in serving high net worth clients who expect nothing less than excellence. At the heart of our approach is a steadfast commitment to safety. We deliver wealth management solutions that not only optimize your financial portfolio but also provide an extra layer of security, allowing you to navigate the complexities of wealth with confidence.

The Markets We Operate In