Company Information

Get to know octavian ag

Founded in 2005 and based in Zurich, Octavian AG is an independent asset management firm. The company focuses on providing personalized and comprehensive wealth management solutions to a private clientele. Their mission is to offer unbiased, transparent advice and build long-term partnerships with clients by creating and implementing tailored investment strategies. As a member of the VQF (Financial Services Standards Association), Octavian AG is supervised by this self-regulatory organization which is officially recognized by the Swiss Financial Market Supervisory Authority (FINMA).

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Financial Wealth ManagementPRIMARY
Financial Other Service

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octavian ag

Switzerland

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.