⏱ 1 min 30 read
Background
Small external asset managers have faced growing demands since the entry into force of the Financial Institutions Act (FinIA) and the Financial Services Act (FinSA). Many operate with very lean teams. They often lack the scale to develop certain skills in-house.
The key points
Alpha Street Financial, an independent financial services firm, officially launched in Geneva in August, finews reported on 5 November 2026. It was founded by Frédéric Oculy, a former Société Générale banker.
Its core clients: small and micro external asset managers in French-speaking Switzerland. The firm offers strategic advice on equities, derivatives and structured products. It also reviews its clients' investment processes and opens up a network of banks and brokers to them. Family offices and professional investors complete the client base.
Its most advanced project is a real estate club deal based on viager (life-annuity property sales) in Switzerland. The owner sells the property in exchange for a lifetime annuity and often keeps the right to live there.
Key figures
- 30 : properties under exclusive mandate for the club deal
- A decade : Frédéric Oculy's time at Société Générale
What it means for businesses
- Small external managers : they gain access to institutional know-how without developing it in-house.
- Property owners : the viager club deal offers a lifetime annuity in exchange for their property.
Who says what
- Frédéric Oculy (founder of Alpha Street Financial): these managers face growing demands, “often with very lean teams”.
Further reading
Sources
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