Profile
Mr. Frédéric Carbonnier is a Portfolio Manager at Octogone Family Office SA. He joined the firm in 2018.
Before joining Octogone, he has been advising large international families as a Senior Executive with some of the finest international banks.
From 2010 to 2017, he held senior responsibilities for US key clients as CEO of UBP Investment Advisors (the entity of the UBP group focusing on US clients) and as Senior Banker with Pictet and Lombard Odier.
From 2006 to 2010, Frederic was a Director with the international multi-family office Stonehage Flemming, advising ultra-high net worth families with their investment strategy, international tax and governance.
Previously, he was Finance Director of a New-York-based company in digital distribution of music (1997-2000).
He started his career as a Corporate Finance Specialist for about 10 years with UBS in Geneva, Zurich and in New York.
He graduated with a Master of International Relations from the Graduate Institute of Geneva (Switzerland).
He passed the US FINRA series 7 & 66 exams.
Former positions of Frédéric Carbonnier
| 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. | Portfolio Manager-Equities | 2019-05-30 |
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| Private companies | 1 |
|---|---|
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. | Finance |
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- Frédéric Carbonnier
