Open Oceans Group

What Open Oceans Group does

Open Oceans Group Ltd. is a London-based private wealth-management and financial-services firm founded in January 2022 by Aymane Bourhfir and registered in England and Wales (company number 13857979). Its core offering is organised around four service lines: Finance (wealth-management solutions for capital optimisation, investment, and risk mitigation), Distribution (global market access and capital raising through IFAs and institutional partners), Structuring (financial architecture for tax, governance, and asset protection), and Private Office (bespoke solutions for strategic partners and family offices). The firm serves six primary customer segments — fund managers, corporations, IFAs, asset managers, family offices, and institutional investors — through a sales-led, event-driven go-to-market executed in the Mayfair office and across regional events in Latin America, Africa, Europe, and Asia-Pacific.

Underlying technology is light: the firm relies on strategic partnerships rather than owned infrastructure for regulated activities. Investment advisory is delivered through FCA-regulated SailWealth (appointed June 2025), and product manufacturing/distribution is handled via Neptune Capital PCC Limited (a Guernsey-based Protected Cell Company launched October 2025, with products listed on SIX Swiss Exchange and a first USD 500 million institutional bond-portfolio certificate). The product set spans structured notes, asset-backed securities, derivatives-based solutions, and hybrid securities, alongside UCITS funds, bonds, and mutual funds. A client portal (seasurf.app) provides authenticated access but no external API exists.

Revenue is generated through a mix of advisory and structuring fees (retainer/project basis), distribution and transaction fees on third-party products, recurring investment-advisory fees via the SailWealth partnership, and managed-services fees on Neptune Capital products. Pricing is quote-based and not publicly disclosed. The firm is privately held with no disclosed external investors, no parent company, no subsidiaries, and no funding rounds on record; it has grown to roughly 13 named team members including a Financial Director (Affi Khanbhai, 30+ years), Head of Administration (Blossom Wesseling), Legal & Compliance, Marketing, Research, and a geographically distributed Business Development team focused on Latin America. Geographic expansion has accelerated in 2026 with new Brazil/Chile appointments and a Colombian multi-family office addition, following earlier Brazil (2023) and West Africa (2024) regional events.

Name

Open Oceans Group

Legal name

Open Oceans Group Ltd.

Website

https://openoceansgroup.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Open Oceans Group is a London-based private wealth-management firm offering finance, distribution, structuring, and private office services to financial intermediaries, family offices, and institutional investors across Latin America, Europe, and emerging markets, operating via FCA-regulated SailWealth and Guernsey-based Neptune Capital.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Open-End Investment Funds (525910)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)

akta.pro secondary industry

Offshore & International Private Banking (FSAAABAB)

Keywords

• Wealth management services
• Structured financial products
• Fund distribution
• Financial structuring advisory
• Family office services

Headquarters

HQ city

Mayfair

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory and Advisory-Linked Services: Open Oceans Group generates revenue through advisory fees and structuring services for financial intermediaries. They provide tailored financial wealth management solutions, strategic advisory, and financial structuring services to corporations, fund managers, and family offices, likely on a retainer or project fee basis.
2. Distribution Services: Revenue is earned through distribution of financial products including UCITS funds, bonds, mutual funds, and structured products to the company's global client network of professional investors and institutions.
3. Investment Advisory through SailWealth Partnership: Through the partnership with SailWealth (FCA-regulated), the company provides investment advisory services including strategic fund selection, manager due diligence, and tailored solutions, generating advisory fees for portfolio construction and oversight.
4. Neptune Capital Investment Management: Neptune Capital PCC Limited, the group's dedicated investment platform, manages institutional-grade bond portfolios and structured investment products. SailWealth provides investment management oversight and acts as advisor and distributor, with products listed on SIX Swiss Exchange.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels4 records

Core offering

Open Oceans Group is a London-based wealth management firm providing an integrated four-pillar platform of services: Finance (capital optimisation, investment, and risk mitigation), Distribution (global market access with regulatory support for capital raising), Structuring (tax, governance, and asset protection architecture), and Private Office (bespoke solutions for strategic partners). The firm distributes UCITS funds, bonds, mutual funds, structured notes, asset-backed securities, derivatives-based solutions, and hybrid securities to professional and institutional investors through its intermediary network and Neptune Capital PCC Limited investment platform.

Product overview

Open Oceans Group is a wealth management and financial services firm offering an integrated platform of four core services: Finance (wealth management and capital optimisation), Distribution (global market access and capital raising), Structuring (financial architecture and asset protection), and Private Office (bespoke solutions for strategic partners). The firm operates through its investment advisory partnership with SailWealth (FCA-regulated) and its investment management platform Neptune Capital PCC Limited (Guernsey-based Protected Cell Company listed on SIX Swiss Exchange). The product portfolio includes structured products (structured notes, asset-backed securities, derivatives-based solutions, hybrid securities) and traditional investment products (UCITS funds, bonds, mutual funds). Open Oceans Group also provides a client portal accessible at seasurf.app.

Differentiator

Problem solved

Functional benefit

Brands

• SailWealth: FCA-regulated financial services advisory firm providing investment advisory solutions including global fund access, portfolio construction, and strategic oversight. Appointed as official investment advisor to Open Oceans Group.
• Neptune Capital

Products and services

• Finance Wealth management solutions providing capital optimisation, investment strategies, and risk mitigation to ensure sustainable long-term growth for clients including fund managers, corporations, IFAs, asset managers, and family offices.
• Distribution Global market access service providing optimised logistics with regulatory support channels for seamless business expansion and capital raising, distributing financial products through the firm's global intermediary network.
• Structuring Designs efficient financial structures for tax optimisation, governance, and asset protection, ensuring compliance and flexibility in complex markets for corporate and family office clients.
• Private Office Bespoke wealth management service crafting tailored solutions for strategic partners, providing personalised investment strategies and exclusive network access for high-net-worth families and family offices.
• Neptune Capital PCC Limited Guernsey-based Protected Cell Company platform hosting portfolio managers and investment advisors, delivering institutional-grade structured financial instruments for professional and institutional investors. Products listed on SIX Swiss Exchange.
• Structured Notes Investment products combining fixed-income securities with derivatives, designed to offer upside potential while managing downside risk, distributed to professional and institutional investors.
• Asset-Backed Securities (ABS) Financial instruments backed by a pool of underlying assets such as loans or receivables, generating cash flows to provide returns to investors.
• Derivatives-Based Solutions Utilises options, swaps, and other derivative instruments to manage exposures and enhance returns for clients.
• Hybrid Securities Combines characteristics of debt and equity instruments to deliver innovative funding solutions for corporate and institutional clients.
• UCITS Funds EU-regulated investment funds providing diversified portfolio access across equities, bonds, and money market instruments with high investor protection, distributed through Open Oceans Group's intermediary network.
• Bonds Debt instruments issued by governments or corporations for capital raising, offering regular income through interest payments with principal return at maturity.
• Mutual Funds Pooled investment vehicles aggregating capital from multiple investors to invest in diversified portfolios managed by investment professionals.

Quantifiable outcome

• 100% success rate in increasing turnover for clients (self-reported metric on website)

Named customers4 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Partnerships

Five partnerships are on record, tiered core, minor and regional.

• Neptune Capital PCC LimitedcoreStrategic or Co-development Partner · 2 October 2025Neptune Capital is a Guernsey-domiciled investment management platform (Protected Cell Company) established to host leading portfolio managers and investment advisers. It provides institutional-grade structured financial instruments and investment products managed under FCA regulatory standards. Products are listed on SIX Swiss Exchange.
• SailWealthcoreStrategic or Co-development Partner · 3 June 2025SailWealth is an FCA-regulated financial services advisory firm appointed as the official investment advisor for Open Oceans Group. They provide strategic fund selection, manager due diligence, and deliver tailored solutions for professional investors and institutional clients. SailWealth oversees investment management and acts as advisor and distributor for Neptune Capital products.
• Bloomberg L.P.minorOthersBloomberg L.P. is a leading global financial services, media, and technology company known for delivering critical information and tools for decision-making in finance and business sectors.
• CMS Law FirmminorOthersCMS is a top 10 global law firm with strong focus on the finance sector, serving domestic and international corporations, funds, financial institutions, and advisors across UK, Europe, Middle East, Brazil, Mexico, and Asia.
• Unity Advisers ManagementregionalStrategic or Co-development PartnerStrategic ally in Brazil that embraced Open Oceans Group's vision during the Brazil Road Show in June 2023. Supports expansion into Brazilian markets and investment opportunities.

Scale indicators4 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• Julius Baer: Swiss private bank serving UHNW and family office clients globally with wealth structuring and cross-border solutions. Directly comparable for Open Oceans' offshore private banking and structuring services aimed at international family offices.
• EFG International: Swiss private banking group with international HNW and UHNW client focus and strong cross-border structuring capabilities. Comparable as a mid-sized global wealth manager with similar intermediary and family-office orientation.
• Brooks Macdonald: UK wealth manager providing discretionary investment management and financial planning through adviser and intermediary channels. Comparable in serving HNW clients via IFA distribution, with overlapping intermediary-led GTM.
• St. James's Place: UK-listed wealth manager with a large adviser network distributing financial products to HNW clients. Comparable as a UK-based intermediary-focused wealth management brand, though materially larger and publicly listed.
• Pictet Group: Swiss private bank and asset manager with wealth management, asset servicing, and structured product issuance. Comparable for cross-border wealth management, structured solutions, and institutional-grade product platforms like Neptune Capital.
• Vontobel: Swiss private bank and asset manager with structured products, wealth management, and family office services. Comparable for cross-border wealth structuring, structured notes, and the family-office segment Open Oceans targets.

Direct peers

• Quilter Cheviot: UK discretionary investment manager and private wealth adviser serving HNW individuals, families, and intermediaries. Comparable in providing bespoke portfolio management with strong intermediary and IFA distribution orientation.
• Weatherbys Private Bank: UK private bank and wealth manager offering bespoke investment management and family office services. Comparable as a UK-domiciled wealth management boutique with discretionary portfolio management and family-office services.
• WHIreland: UK wealth management and stockbroking firm serving private clients, IFAs, and intermediaries through tailored investment solutions. Comparable in intermediary-led wealth distribution with a similar focus on IFA and corporate relationships.
• Kleinwort Hambros: UK wealth manager focused on private banking, investment management, and financial planning for HNW individuals and families. Closely comparable in targeting the same HNW intermediary and family office segment with structured wealth solutions.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/openoceansgroup
• Facebookfacebook.com/openoceansgroup
• LinkedInlinkedin.com/company/openoceansgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Open Oceans Group