Christian Sieber, a founding partner and the CEO of Octa Wealth, has been dedicated to serving his longstanding international clientele for over 20 years, covering all aspects of traditional Private Banking and Family Office Services. Before Octa Wealth, he co-founded and served on the board of one of Switzerland's top wealth management firms. Prior to that, he held senior positions in Investment Banking at Credit Suisse First Boston and in Private Banking at Bank Leu (later Clariden Leu). Christian Sieber is a certified Banking Professional and has completed the Senior Executive Program at the London Business School.
Individually strong, powerful together.
Trust, the foundation
of a partnership.
The number eight, known as "Octa" in ancient Greek, has long symbolized auspicious beginnings, renewal, empathy, assertiveness, and effectiveness. Our name accurately reflects our identity and mindset:
The "auspicious beginning" represents the founding partners coming together 23 years ago in the Private Banking division of the esteemed traditional Bank Leu. "Renewal" signifies the establishment of Octa Wealth following years of successful collaboration at the Asset Manager Sound Capital. "Empathy," "assertiveness," and "effectiveness" are the defining attributes for us.
As a well-coordinated and proven team, we continue to shape our story. In the upcoming chapters, we see trustful, partnership-based relationships with our clients as the key to sustainable success.
Christian Sieber & Daniel Baumann begin at Bank Leu
Merger into Clariden Leu
Fabio Mari joins the team
Establishment of Metropol Partners
Rebranding to Sound Capital
Mathias Mettler joins the team
Establishment of Octa Wealth
Philipp Schmid & Sana Manley join the team
Founded 23 years before its inception.
Octa Wealth traces its origins back to the year 2000 when its founding partners, led by Christian Sieber, collaborated within the Private Banking division of Bank Leu (later renamed Clariden Leu). In 2012, Christian Sieber and his senior partners embarked on a venture to co-found Metropol Partners, later rebranded as Sound Capital, all the while ensuring a seamless transition in client service.
After 11 successful years, the decision was made to depart from the existing setup and establish a new, dynamic, and independent wealth management firm under the name Octa Wealth. The primary objective was to remain true to the existing philosophy and continue providing the highest level of service to their clientele.
The core principles of this endeavor are partnership-based relationships built on trust, acting in the best interests of the clients, and leveraging experience, passion, independence, and a dynamic structure that allows for customized solutions tailored to individual needs.
Solutions as unique as the challenges.
We prioritize our clients' wishes and goals, managing their wealth accordingly and addressing their concerns.
Wealth Management
We prioritize our clients' return expectations and risk preferences. Our goal is to implement their chosen directives using the best available investment products. Together, we analyze the situation and select a suitable investment strategy, which we execute through our portfolio management.
Portfolio Management
We meticulously tailor individual and sustainable solutions to our clientele. Our independence enables us to choose investment products and ensure a transparent fee structure. Collaboratively with our clients, we establish investment objectives and strategies.
Investment Policy and Strategy
Our foremost focus is safeguarding and managing wealth within agreed parameters. We firmly believe in the long-term investment strategy, consistently delivering optimal results. Our strategies are crafted with foresight to endure crises, turbulence, and disruptions. We meticulously analyze short-term market fluctuations and capitalize on opportunities. All investment decisions are collaborative within our Portfolio Management team, and our lean, dynamic organization allows us to adapt flexibly to current market conditions.
Family-Office Services
Our Family Office services relieve our clients of wealth-related burdens, enabling them to fully enjoy life. We manage all aspects of their assets, including investments and financing, provide consolidated reports, and assess the suitability of other service providers (such as tax advisors and retirement planners) to meet individual needs. Our primary focus is on performance and cost control, including effective cash management. We help our clients ensure that their wealth effortlessly supports their desired lifestyle.
Individually strong,
together powerful
Daniel Baumann, a founding partner and COO at Octa Wealth, oversees all operational aspects of the company, including risk management, control, and compliance functions. With over 20 years of experience in serving Private Banking clients, wealth management, Family Office Services, and large-scale corporate transactions, he has been working alongside Christian Sieber since they began their careers in 2000 at Bank Leu. Daniel holds a master's degree in Sociology, Economics, and International Law from the University of Zurich.
Mathias Mettler, a founding partner of Octa Wealth, specializes in serving Private Banking clients and providing comprehensive Wealth Management and Family Office services. He initiated his career at UBS and subsequently transitioned to Julius Bär, where he catered to institutional clients. Mathias has been a valuable member of Christian Sieber's team since 2019, and he holds a Master's degree in Banking and Finance.
Fabio Mari is a founding partner and member of the executive management team at Octa Wealth, where he serves a sophisticated international clientele in the areas of wealth management, investment advisory, and Family Office Services. He is also a part of the Portfolio Management team. Prior to this, he managed clients for over 10 years at one of Switzerland's leading wealth management firms. His career began over 20 years ago in the Private Banking division of Maerki Baumann & Co, as well as Clariden Leu. Fabio Mari holds a Bachelor's degree in Business Economics with a specialisation in Finance from the Zurich University of Applied Sciences (HWZ).
Philipp Schmid, as the Head of Portfolio Management at Octa Wealth, oversees our portfolio management activities. He brings a wealth of experience from his role as a Senior Portfolio Manager at Julius Bär, where he constructed and managed extensive, customized, and intricate mandates for private and institutional clients. Philip Schmid's career commenced in 2011 at Credit Suisse, where he held various positions as a Portfolio Analyst and Portfolio Manager. With over 13 years of experience in international financial markets, he holds a Master of Arts in Banking and Finance from the University of St. Gallen (HSG) and is a CFA Charterholder.
Sana Manley, our Executive Assistant, offers extensive administrative support to the entire team and has been an integral part of Octa Wealth since its inception. She initiated her finance career after completing her commercial apprenticeship at the Swiss Business School, starting at UBS AG. Later, she transitioned to Private Banking at Clariden Leu, where she served as an assistant to the management and the head of the Middle East and Asia division. Before joining Octa Wealth, Sana Manley worked as a Senior Assistant, assisting international Private Banking clientele at a prominent Swiss wealth management firm.