ABOUT US

Founded in 2012, Ovan Capital SA is an independent company based in Geneva that specialises in asset management and investment advisory services for high-net-worth swiss and international clients.

Our company consists of experienced professionals who are committed and passionate by their craft.

The proximity with our clients is of paramount importance to build a long and constructive relationship. Our pursuit of excellence constantly motivates us to improve our processes and enables us to offer innovative and efficient solutions to our clients.

Our values:

  • The honesty and integrity infused in the relationships that bind us to our clients, partners and service providers.
  • A business ethic geared towards the prevention of any conflict of interests with our clients.
  • An absolute transparency of our fees and of our management assignments.
  • A client dedicated effort and a constant quest for innovation.

Discretionary management mandate

This mandate is intended for the client who wishes to delegate the management of his portfolio. Together we will determine the profile adapted to his objectives. This mandate authorises us to manage and give instructions on behalf of the client to the banking institution where his portfolio is deposited but excludes the right of disposition.

 

Advisory mandate

Based on the advisory mandate, our advisers provide to our clients, willing to participate actively in the management of their investments, all necessary market information to assist them in making their own decisions. Ovan will transmit the orders approved by the client to the latter’s bank and will monitor their correct execution.

 

Audit of Portfolio Management

Ovan makes its asset management expertise available to clients who wish to analyse their portfolios entrusted to other financial institutions (banks or external asset managers). Following this management audit, a detailed report on the management compliance, the analysis of the risk-return combination and on the fees will be submitted to the client. This service offers the client a stringent, objective and independent perspective on the management of his estate by other industry players.

OUR SERVICES

A tripartite relationship

Self-regulation

Ovan Capital SA is a member of AGP-G and an affiliate of SO-FIT, a non-profit organisation, approved by FINMA that has been active for many years in the field of self-regulation of financial intermediaries, to fight money laundering and counter the financing of terrorism. In addition, it supports the prudential supervision of asset managers and trustees.

The mediation body

In accordance with the legal obligations under LSFin, we are affiliated to a mediation body. We inform you that in case of any possible disagreement between us, you are granted the option to have recourse to mediation. The contact details of the mediation body are:

Terraxis SA
Rue de la Tour-de-l’Île 1
CH-1204 Genève
T +41 22 732 61 19
www.terraxis.ch

LEGAL FRAMEWORK

PARTNERS

Stock markets:

Cryptos :

Authorities:

  • Autorité fédérale de surveillance des marchés financiers FINMA
    www.finma.ch
  • Bureau de communication en matière de blanchiment d’argent
    www.fedpol.admin.ch

Professional association:

  • Association des Gérants de Patrimoine de Genève (AGP-G)
    www.agpg.ch

Charitable associations:


LINKS

Ovan Capital SA
Rue François-Bonivard 10
CH-1201 Genève
T +41 22 310 76 50
F +41 22 310 76 51
E info@ovan-capital.ch

    ABOUT US

    Founded in 2012, Ovan Capital SA is an independent company based in Geneva that specialises in asset management and investment advisory services for high-net-worth swiss and international clients.

    Our company consists of experienced professionals who are committed and passionate by their craft.

    The proximity with our clients is of paramount importance to build a long and constructive relationship. Our pursuit of excellence constantly motivates us to improve our processes and enables us to offer innovative and efficient solutions to our clients.

    Our values:

    • The honesty and integrity infused in the relationships that bind us to our clients, partners and service providers.
    • A business ethic geared towards the prevention of any conflict of interests with our clients.
    • An absolute transparency of our fees and of our management assignments.
    • A client dedicated effort and a constant quest for innovation.

    OUR SERVICES

    Discretionary management mandate

    This mandate is intended for the client who wishes to delegate the management of his portfolio. Together we will determine the profile adapted to his objectives. This mandate authorises us to manage and give instructions on behalf of the client to the banking institution where his portfolio is deposited but excludes the right of disposition.

     

    Advisory mandate

    Based on the advisory mandate, our advisers provide to our clients, willing to participate actively in the management of their investments, all necessary market information to assist them in making their own decisions. Ovan will transmit the orders approved by the client to the latter’s bank and will monitor their correct execution.

     

    Audit of Portfolio Management

    Ovan makes its asset management expertise available to clients who wish to analyse their portfolios entrusted to other financial institutions (banks or external asset managers). Following this management audit, a detailed report on the management compliance, the analysis of the risk-return combination and on the fees will be submitted to the client. This service offers the client a stringent, objective and independent perspective on the management of his estate by other industry players.

    A tripartite relationship

    LEGAL FRAMEWORK

    Self-regulation

    Ovan Capital SA is a member of AGP-G and an affiliate of SO-FIT, a non-profit organisation, approved by FINMA that has been active for many years in the field of self-regulation of financial intermediaries, to fight money laundering and counter the financing of terrorism. In addition, it supports the prudential supervision of asset managers and trustees.

    The mediation body

    In accordance with the legal obligations under LSFin, we are affiliated to a mediation body. We inform you that in case of any possible disagreement between us, you are granted the option to have recourse to mediation. The contact details of the mediation body are:

    Terraxis SA
    Rue de la Tour-de-l’Île 1
    CH-1204 Genève
    T +41 22 732 61 19
    www.terraxis.ch

    PARTNERS

    LINKS

    Stock markets:

    Cryptos :

    Authorities:

    • Autorité fédérale de surveillance des marchés financiers FINMA
      www.finma.ch
    • Bureau de communication en matière de blanchiment d’argent
      www.fedpol.admin.ch

    Professional association:

    • Association des Gérants de Patrimoine de Genève (AGP-G)
      www.agpg.ch

    Charitable associations:


    Ovan Capital SA
    Rue François-Bonivard 10
    CH-1201 Genève
    T +41 22 310 76 50
    F +41 22 310 76 51
    E info@ovan-capital.ch