Daniel Lips

Finance

Profile

Mr. Daniel Lips is an Analyst at Octogone Family Office SA. He joined the Octogone Group in 2012 as Consultant and Analyst for the long only fund selection activity.
In 2009, he founded Palladion Advisor, a consulting company specializing in mutual fund selection and portfolio construction.
Prior to that, he worked with IFM Independent Financial Managers SA with responsibility for the investment department.
Between 2001 and 2007, Daniel worked as an Investment Fund Analyst at the Cantonal Bank of Geneva (BCGE), where he developed a mutual fund selection process, following a quantitative and qualitative process.
In addition, he initiated the highly successful “BCGE Best of” investment portfolios.
He started his professional career at Capital International SA as Fund Administrator.
He holds a Bachelor of Science from the University of Lausanne (Faculty of Hautes Etudes Commerciales) and is a Certifified International Investment Analyst (AZEK).

Former positions of Daniel Lips

Companies	Position	End
Octogone Family Office SA Octogone Family Office SA Investment ManagersFinance Octogone Family Office SA (Octogone) is a wealth management firm headquartered in Geneva, Switzerland. The firm was founded in 1995 and is a subsidiary of Octogone Gestion SA. Octogone offers a range of investment fund and wealth management solutions to private or institutional clients, family offices, or foundations and charities. They manage the assets of wealthy families and institutions from Europe, USA, Latin America and the Middle East.	Analyst-Equity	-

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