NewOak SA

Overview

NewOak SA works with ultra-high-net-worth individuals and families on family decisions, philanthropy, heritage, and intergenerational planning. The firm describes impartiality, confidentiality, governance, long-term partnership, global presence, and an evolving vision as core principles.²

History

NewOak reports receiving the Silver Trophy for Best International Multi-Family Office at the Sommet du Patrimoine & de la Performance in 2023.³

Leadership

The firm’s team includes Gregory Armstrong, CEO; Amélie Armstrong, COO; Davide Verda, CIO; Mazen Zein, Senior Relationship Manager; and Henri Corboz, Compliance & Risk Officer.⁴

Additional team members include Sabrina Fares, Fabio Ribeiro, Kaveh Anooshiravani, Vincenzo d’Emma, Jean Kamitsis, and Julien Marti, serving in business development, portfolio management, investment consulting, and advisory roles.⁴

Services

NewOak lists asset management, club deals, concierge services, private equity and real estate, corporate and fiduciary support, wealth planning, and inheritance among its expertise areas.⁵

Its asset-management service offers discretionary mandates and advisory solutions. Strategies are developed around each client’s risk profile and investment objectives.⁶

The firm describes an investment process that includes continuous portfolio monitoring, dynamic use of short-, medium-, and long-term opportunities, and consideration of climate-change implications and sustainability preferences.⁶

NewOak also reports providing tailor-made 1e pension solutions through its partnership with PENSEXPERT for senior executives and high-income earners.⁷

What the firm offers

• Investment management
• Financial planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Private and alternative investments

Client focus

NewOak is designed for ultra-high-net-worth individuals and families seeking coordinated support across wealth, family affairs, philanthropy, heritage, and succession planning.²

Approach

The firm presents its work as a long-term partnership grounded in impartiality, confidentiality, governance, and a global perspective. Its stated approach combines evolving advice with attention to family priorities and investment objectives.¹

FAQs

Related resources

• LocationMultifamily offices in Geneva

  The Geneva directory helps readers compare multi-family office options in the region where NewOak SA serves families from Geneva and Zurich. It can help clarify which providers address investment management, fiduciary matters, philanthropy, administration and family governance for ultra-high-net-worth households.

• Network siteCorporateVentureCapital.com

  A corporate venture capital directory gives business owners context for evaluating private and alternative investment opportunities. It may also help families consider how direct company investments fit alongside financial planning, portfolio management and governance discussions with a multi-family office.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and community perspectives for single-family offices and wealthy families. Readers can use it to explore questions around family education, philanthropy, administration, succession and investment oversight before speaking with a provider serving ultra-high-net-worth families.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced CIO differs from a multi-family office in responsibilities, decision-making and family support. It helps a prospective client assess whether they need investment oversight alone or a broader relationship covering fiduciary services, bill pay, governance, education and planning.

• Similar firmsSafira Wealth Management
  ATAG Family Office AG
  Baumgartner Family Office AG

  Reviewing Safira Wealth Management, ATAG Family Office AG and Baumgartner Family Office AG gives readers additional reference points among firms listed on this site. Comparing their stated services and locations with NewOak SA can help a family frame questions about investments, fiduciary work, administration, philanthropy and governance.

Sources

1. NewOak SA
2. About NewOak
3. NewOak SA
4. NewOak team
5. NewOak services
6. Asset management
7. Asset management and 1e pension solutions
8. FINMA list of portfolio managers and trustees
9. NewOak SA

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.