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Oclaner Asset Management

Independent Asset Manager

An award winning Singapore-based external asset manager and multi-family office, offering a full suite of investment mandates as well as in-house funds to accredited investors.

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ABOUT

Oclaner Asset Management is a Singapore-based independent asset management firm and multi-family office. The company is regulated by the Monetary Authority of Singapore (MAS) and holds a Capital Markets License for fund management (CMS100167-3).

We deliver tailored investment solutions to international clients, including investment mandates and our own range of thematic UCITS V SICAV funds. High-net-worth individuals, families and institutions trust us to generate investment performance in line with their investment objectives while keeping low levels of volatility and actively managing downside risk to avoid drawdowns.

We are independent from any third party and have a transparent and competitive pricing policy. Our Investment Team is composed of seasoned analysts and portfolio managers with an institutional background and strong expertise in both developed and emerging markets.

Ivo Bartoletti
CEO

FACTS

Protecting and growing your wealth is our purpose, whether you are looking for bespoke investment strategies or in-house solutions, we adopt an active, flexible and conservative approach to investing.

Founded 2009

Ownership Private

Presence Local

No. of employees 12

Country of origin Singapore

Asia offices in SG

Fee class $ $ $ $ $

Suitable for clients with US$1 - 10 mil

SERVICES

The company is regulated by the Monetary Authority of Singapore (MAS) and holds the Capital Markets Licence (CMS100167-3) for fund management. Oclaner offers comprehensive and independent solutions including portfolio management, family office advisory and a full suite of UCITS V funds SICAV.

Advisory Investment Management

A fixed fee is charged per annum

Oclaner operates in an open-architecture model, sourcing the best-in-class service providers at competitive rates. Oclaner will construct and manage the client's portfolio according to the guidelines determined with the client.

Discretionary Investment Management

Portfolio of Funds

Oclaner manages its own range of UCITS V compliant Luxembourg SICAV covering multiple asset classes. Aside from enjoying full transparency and daily liquidity, investors will benefit from the strong regulatory framework of UCITS V funds, the Commission

Portfolio of Trackers

Clients can invest in portfolios made up of ETFs.

Mixed Portfolios

Clients can invest in portfolios with a mixture of investment types.

Regional focused Investment Portfolios

Investment portfolios with regional focus are available.

Global investment portfolios

Investment portfolios with global focus are available.

Currency Hedged Portfolios

Investment portfolios are available with currency hedging.

Downside Protection Portfolios

Investment Portfolios are available with downside protection.

ASEAN Focused Investment Strategy

Oclaner manages two Asian fixed income and equities strategies

Wealth Planning

Trust Planning

Upon request, we coordinate on a global level with best-in-class service providers ranging from trustees and lawyers matters related to: inheritance planning, tax & legal structures, company formation and governance.

Succession Planning

Financial Planning and Wealth Overview

Our proprietary reporting system allows our clients who have accounts in multiple banks to obtain a consolidated overview of their total portfolio. This highly customised service is essential for risk-monitoring purposes (as different portfolios can lead

Other Services

Alternative Investments

Upon request, we source and manage diversified and alternative investments.

Direct Investment Opportunities

Upon request, we sort and facilitate direct investment opportunities and club deals.

Family Office Services

Oclaner acts as a one-stop solution platform to assist clients in the development of their own Family Office structure.

Multi-Currency Wealth Management

WEALTH'S OPINION

Oclaner is a Singapore-based IAM and multi-family office that focuses on 3 comprehensive services; Family Office Advisory, Investment Management and Direct Investments. A key strength is built around their investment team with institutional backgrounds that is led by by Sylvain Baude, CIO. The investment team manage several ASEAN strategies and offer clients and institutions whitelabelling and bespoke fund solutions.

A unique division within Oclaner is their Sports Office services -a model tailored towards managing the investment needs of athlete clients worldwide.

Why Choose Oclaner?

1

Award Winning

Oclaner was voted the Best Fund Manager in Asia at the WealthBriefing Asia Awards 2017.

2

Fixed Income Specialists

Oclaner have a heritage of fixed income funds with a team background that included the the ex portfolio manager of a Asian Credit Hedge Fund strategy

3

UCITS V Compliant

Accredited Investors in their Fund strategies enjoy the transparency and liquidity and strong regulatory framework of UCITS V Funds

4

Competitive

Unique wealth management platform offering vertically integrated services and competitive prices

5

Experience

Investment team is composed of seasoned professionals from institutional backgrounds

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Oclaner Asset Management

An award winning Singapore-based external asset manager and multi-family office, offering a full suite of investment mandates as well as in-house funds to accredited investors.

SEE PORTFOLIOS