Coordinated counsel forfamilies and entrepreneurs.
Beyond a certain scale, wealth needs coordination. Several assets, managed across several banks and several advisers, each with a strategy of their own. We exist to bring them into one coherent whole. Otoma Group works with a disciplined and independent method, centred on clarity and on structures that stay aligned over the long term.
We advise our clients on public and private investments, asset allocation, wealth structuring, family governance, art, direct holdings and philanthropy.
- Allocation of assets
- Investments; public and private
- Structuring of wealth
- Governance for families
- Advice on art
- Direct holdings
- Philanthropy
The world of Otoma Group
Otoma Group works with a limitednumber of clients by choice – few enoughthat every relationship is handledpersonally and receives our undividedattention year after year.
We follow a genuine open-architecturemodel, choosing institutions andmanagers purely on the basis ofour clients' interests.
Client assets stay with leadinginternational financial institutions inseveral jurisdictions, under custodyarrangements that we oversee onour clients' behalf.
A disciplineproven over time.
We advise a limited number of families and entrepreneurs. That continuity, more than any claim we might make, shows what a wealth relationship is worth.