Octogone Chile was founded in 2011, maintaining a strategic alliance with Octogone Group (www.octogone.ch), ever since. The group, which originated in Geneva in 1995, currently employs over 100 highly skilled professionals with extensive experience in the investment field. They have a global presence with offices in Europe, Asia, and the Americas, providing advisory services to high-net-worth families, family offices, foundations, and other institutions.
Because each client is different, we offer tailored advice and services. Our advisory model is flexible and impartial, based on our principle of independence, a rigorous and dynamic investment process, and providing access to leading asset management specialists globally.
The primary objective is the preservation and growth of your investment portfolio. We represent and protect your interests. We understand your needs, concerns, expectations, and goals.
Our knowledge, experience, and volume of assets advised allow for economies of scale that we directly pass on to our clients.
We have a highly experienced team with many years of working in the financial field, complemented by Octogone Group's global network of experts, several of whom have held key positions in significant institutions worldwide.
Octogone has Masttro, a leading system for global portfolio consolidation, which serves over 500 financial institutions worldwide. This system allows for the consolidation of accounts held with different custodians, providing users with a comprehensive and detailed view of both their financial and non-financial assets. Masttro was established over 10 years ago and currently serves more than 10,000 clients globally. They have a presence in 28 countries and have received international recognition from various institutions in recent years, including the Private Asset Management Awards, Wealthbriefing European Awards, and Family Wealth Report Awards, among others.(www.masttro.com)
Alternative assets have gained increasing importance in the investment portfolios of high-net-worth individuals, family offices, and institutional investors. Therefore, having proper advisory and monitoring of these investments is essential to achieve a balanced long-term program.
Octogone has been a pioneer in incorporating alternative assets in its client recommendations, aiming to contribute to portfolio diversification and enhancing the efficient frontier, among other characteristics that these types of investments bring.
Given our global network and existing alliances, we have access to private investment alternatives for our investors.
Joakim graduated from the University of Colorado in Boulder, with a bachelor degree in Economics. He co-founded Octogone Gestión S.A. in 1995 with Gilles Lambotte and Urs Hodler, whom he met while working at Bearbull in Geneva Switzerland. Previously he worked for the Swiss private bank, Ferrier Lullin & Cie, as a Portfolio Manager. Prior to that he worked in Norway, at the Investment Department of Orkla Borregaard, a major Norwegian financial and industrial corporation. He began his professional career by working for Brown Brothers Harriman.
He holds a Master's degree in Business Administration from Columbia Business School, USA, and a degree in Statistics from the Pontifical Catholic University of Chile. He served as an Economist Advisor at the Central Bank for 9 years before joining the Santander Group. He founded FIT Research, a leading company in Financial Asset Management for high-net-worth clients, as well as WAC Research. He is a columnist for prestigious Chilean print media, a panelist on Global Economy at Radio El Conquistador, and a visiting professor at the University of Notre Dame's School of Business since 1996. He joined Octogone in December 2011, leading the office for Latin America.
He is an Industrial Civil Engineer from the University of Chile with specializations in the United States, Europe, and Asia, including the Financial Management Program at Stanford University. He worked at Citibank/Citicorp for 30 years in Chile, Japan, and the United States. He served as the Managing Director of Markets for Citibank Chile and the South Cone, Regional Managing Director of Markets for Latin America and the Caribbean and a member of Citi’s Executive Management Committee for the region. He also held the position of Corporate and Investment Banking Managing Director at Banco de Chile. Currently, he works as a financial advisor in Investments and Corporate Finance, including serving on the boards of Family and Multifamily Offices.
He is a Civil Engineer from the Pontifical Catholic University of Chile and has been involved in the financial sector since 1988. He has worked at AFP Provida, Citibank, Quiñenco BBVA Chile. From 2004 onwards, he served as a Managing Director in the Private Wealth Management sector, first at Deutsche Bank Chile from 2004 to 2016, and then at Bank Julius Baer from 2017 to 2018. He joined Octogone Chile in 2019.
He holds a Master's degree in Finance from the Adolfo Ibáñez University, Chile, and a degree in Business and Administration (BA) from the Pontifical Catholic University of Chile. He worked for seven years in the international bond market. He has worked at Munita, Cruzat & Claro, a financial services company in Chile, as well as WAC Research and Banco Penta, where he served as the International Fixed Income Trading Manager. Pedro joined Octogone in 2011.
He holds a Master's degree in Finance from the Adolfo Ibáñez University and a degree in Business and Administration (BA) from the same university. He worked for six years in Wealth Management at Larrain Vial. In 2019, he graduated from the AFP Advanced Finance Program at the University of Pennsylvania, The Wharton School. He joined Octogone Chile in 2016.
He holds an MBA from the Pontifical Catholic University of Chile, a Master's degree in Finance from the Adolfo Ibáñez University of Chile, and a degree in Business and Administration (BA) from the same university. He worked for seven years in the financial market, specializing in both equity and fixed income. He has worked at Celfin Capital, a brokerage firm, and as a senior research analyst at Penta Vida, a life insurance company in Chile. He joined Octogone Chile in 2012.
She is a Business and Administration (BA) from the Finis Terrae University in Chile. She worked at Larrain Vial for 8 years as a Commercial Assistant for Brokers in the Wealth Management area before joining Octogone Chile in 2015.
Alonso de Córdova 4125
14th Floor, Vitacura - Santiago, Chile
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administracion@octogone.cl
info@octogone.cl
+562 2943 43 00
Regulated by Financial Market Commision (CMF).