Focus expands its global presence to Switzerland with purchase of Octogone group

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

At the end of April, Focus announced that it has entered into a definitive agreement regarding the acquisition of the Octogone group of companies, a leading wealth and investment management group headquartered in Switzerland. The transaction is expected to close in the third quarter of 2022, subject to customary closing conditions.

Founded in 1995, the Geneva-based Octogone has provided wealth management solutions and tailored asset allocation to wealthy individuals and families across Europe, the United States, 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 across the globe.

The advisors

Lenz & Staehelin advises Focus Financial Partners on this transaction as lead counsel. The team is led by partners Roman Graf (corporate/m&a, pictured left) and Fedor Poskriakov (banking/finance, pictured right), and included partner Frédéric Neukomm (tax), senior associate Christophe Cavin (banking/finance), associates Stanislas Cramer (tax) and Bertrand Donzé (employment), as well as junior associate , (corporate/m&a), among others.

Kellerhals Carrard acts as lead counsel to Octogone Holding in this transaction. The Kellerhals Carrard team is led by corporate/m&a partners Clarence Peter and Annemarie Streuli, and includes partner Henric Immink (corporate/m&a, regulatory) and associate Frédéric Paul-Reynaud (corporate/m&a).