Powered by Smartsupp
Who We Are

Built on Trust,
Driven by Results

OctaInvestment is a technology-driven investment advisory firm helping individuals and institutions grow their wealth through disciplined, data-backed portfolio management.

Our Mission

We believe sophisticated investment strategies should not be reserved only for the ultra-wealthy. Our mission is to democratise access to professional-grade portfolio management — making it available to anyone with the ambition to grow their wealth responsibly.

We combine quantitative research, diversified asset allocation, and experienced human oversight to deliver consistent, risk-adjusted returns across market cycles.

$240M+Assets Under Management
18,000+Active Investors
97%Client Retention Rate
2017Year Founded
What We Stand For

Our Core Values

🔒

Transparency

Every fee, every return, every decision is clearly communicated. No hidden charges, no vague promises.

📈

Performance

We hold ourselves accountable to delivering real, measurable results — not just projections on a page.

🛡

Security

Client funds and data are protected by industry-leading security protocols and compliance standards.

🤝

Client First

Every decision we make starts with one question: what is best for our clients' long-term financial health?

Leadership

Meet Our Team

JM
James Mercer
Chief Executive Officer

20+ years in global asset management. Previously Managing Director at Goldman Sachs Asset Management.

SA
Sofia Andersen
Chief Investment Officer

Quantitative finance specialist. Former lead portfolio strategist at Vanguard Europe.

DK
David Kim
Head of Technology

Built risk management systems for three fintech unicorns. Holds an MSc in Computer Science from MIT.

NR
Naomi Reid
Head of Client Relations

Dedicated to ensuring every investor has a clear, supported experience from onboarding to returns.

Ready to Start Growing Your Wealth?

Join thousands of investors already building their future with OctaInvestment.

Open a Free Account