Focus Financial Partners, an international partnership of independent, fiduciary wealth management firms, has expanded its global footprint to Switzerland with the latest partnership.

The firm said that it has added Geneva-based Octogone to the Focus partnership.

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

The transaction, whose financial terms were not disclosed, is expected to close in the third quarter of 2022.

Founded in 1995, Octogone provides wealth management solutions and customised asset allocation to affluent individuals and families across Europe, the US, Latin America and the Middle East.

In addition to expanding Focus’ presence to Switzerland, Octogone is also expected to bolster Focus’ global reach by establishing its presence in a number of new ultra-high net worth markets.

Focus founder, CEO and chairman Rudy Adolf said: “We are thrilled to welcome Octogone to Focus, establishing our presence in Switzerland.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

“Octogone will be our 86th partner firm and is a leader in Swiss wealth management, with significant expertise in working with ultra-high net worth clients. Octogone also has a distinctive international footprint that will enhance our global scale, which spans 4 countries and more than 5,000 principals and employees.”

Adolf also added that Switzerland is an important strategic priority for Focus “given that it is a global leader in its concentration of wealth management talent.”

Commenting on the deal, Octogone co-founder and chairman Joakim Lehmkuhl said: “This transaction will allow us to maintain our firm’s independence and entrepreneurial spirit, and promote a solid future for our clients and employees.

“Focus’ scale and unique value proposition will provide us with capabilities to enhance both our business and services to clients. We are incredibly excited for the future of Octogone with Focus as our strategic partner.”

In February this year, Focus added Michigan-based registered investment adviser Azimuth Capital Management to its partner network.