Established in MMIX

Invest Responsibly.

A wealth of choices.

we are responsible.

At Eightstone Oclaner, we focus on growing wealth responsibly, giving our clients the comfort to dedicate more time to the things that matter most to them.

Whether you are looking for a diversified strategy or a focused portfolio, we have a solution. Our discretionary managed accounts provide a wide range of mandates covering every asset classes including alternative strategies and private equity. A managed account gives the investor direct ownership of securities (e.g. stocks and bonds) as the assets are held in their personal account, with the potential to customize elements of the investment strategy. We have an open architecture so our clients can opt to open their account with local or global tier-1 custodian banks.

Following a consultative review of the client’s objectives, risk tolerance, time horizon and liquidity preferences a suitable investment strategy is identified. Our investment team will then construct and actively manage the portfolio and will adapt the asset allocation dynamically according to market conditions. preferences a suitable investment strategy is identified. Our investment team will then construct and actively manage the portfolio and will adapt the asset allocation dynamically according to market conditions.


we have convictions.

At Eightstone Oclaner, we focus on delivering consistent risk-adjusted performance. While our investment strategies may vary according to the underlying asset classes and level of risk, they are all the result of a rigorous portfolio construction process, which puts capital preservation at its core. We base our portfolio management process on the principles of risk/reward and relative value: we only take risks when they are associated with adequate rewards and do not chase returns at any cost. We are mindful of secular trends and the challenges brought upon us by globalization and technological shifts. As such, we strive to incorporate environment, social and corporate governance (ESG) guidelines in our investment strategies.


Wealth Management Overview

Track record

Track record

Track record of consistent risk-adjusted performance with limited drawdowns

Investment expertise

Investment expertise

Independant professionals with depth of investment experience and breath of expertise in all major asset classes

Comprehensive offering

Comprehensive offering

Investment Strategies including fixed income, equities and mixed assets

ESG

ESG

Option to actively incorporate sustainable investment guidelines (environment, social and governance)


we offer a wealth of choices.

Single asset classes

Single asset classes

Taking exposure to a specific asset class while targeting relative outperformance.

Investor’s objectives

Multi asset classes

Multi asset classes

Investing in a diversified, long-term oriented investment solution, while benefiting from a dynamic asset allocation.

Investor’s objectives

Tailor-made smart

Tailor-made smart

Benefiting from tailored investment solutions with a high-quality servicing, and direct access to a dedicated portfolio manager.

Investor’s objectives


we have a passion to perform.

We give access to our investment strategies via a range Luxembourg UCITS V mutual funds.

These funds are available to accredited and institutional investors only.

In addition, we manage private label funds for single investors and families, within the Luxembourg framework or through investment vehicles incorporated in other jurisdictions.

For further information on our funds, you may contact us at enquiries@eightstone-oclaner.com