The key point: Frédéric Oculy, a former Société Générale banker, launched Alpha Street Financial, an independent financial advisory firm, in Geneva in August.
An offering for small managers
- Target clients: small external asset managers in French-speaking Switzerland.
- These firms have faced growing demands since the entry into force of FinIA and FinSA.
- Services: strategic advisory in equities, derivatives and structured products, and review of investment processes.
- Secondary clients: family offices and professional investors.
A life-annuity real estate project
- Flagship project: a real estate club deal based on viager (life-annuity sales) in Switzerland.
- The seller transfers the property in exchange for a lifetime annuity and often keeps the right to live there.
The founder’s career
- A decade at Société Générale, then JAR (Switzerland) in Geneva and Deutsche Bank.
- Started in equities in New York, at Merrill Lynch.
Key figures
- 30 : properties under exclusive mandate for the club deal
In short
Alpha Street Financial brings institutional expertise to small asset managers in French-speaking Switzerland. The firm is also developing a life-annuity real estate club deal. Its founder spent ten years at Société Générale.
