About NewOak
NewOak is a company based in Geneve (Switzerland). It operates as a Professional Services. NewOak offers products and services including Asset Management, Wealth Planning & Inheritance, Conciergerie, Club Deals, and Private Equity & Real Estate. NewOak operates in a competitive market with competitors including Investec, UBS, FNZ, S&P Global and Bank of America, among others.
- Headquarter Geneve, Switzerland
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Newoak Sa
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of NewOak
NewOak offers a comprehensive portfolio of products and services, including Asset Management, Wealth Planning & Inheritance, Conciergerie, Club Deals, and Private Equity & Real Estate.
Hands-on asset management with transparent investment strategies offered.
Heritage preservation through tailored wealth planning is provided.
Personal matters supported through an extensive network connection.
Off-market investment opportunities sourced from exclusive networks offered.
Alternative investment solutions for diversification are strategically provided.
Funding Insights of NewOak
Detailed funding history for NewOak
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Investments & Acquisitions by NewOak
Investment portfolio details for NewOak
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Financial Statements - NewOak
Detailed financials for NewOak
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Newoak Comparisons
Peer comparison for NewOak
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Competitors of NewOak
NewOak operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, UBS, FNZ, S&P Global and Bank of America, among others.
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Global banking, investment, and wealth management services are offered worldwide.
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Financial services are provided globally by UBS for wealth management.
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Wealth management solutions are delivered for asset managers.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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Detailed competitors of NewOak
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Latest news on Newoak
Complete news archive for NewOak
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Frequently Asked Questions about NewOak
NewOak is headquartered in Geneve, Switzerland. It is registered at Geneve, Geneve, Switzerland.
NewOak is established as a multi-family office headquartered in Geneva, Switzerland, with an additional office in Zurich. The company is focused on providing wealth management, asset management, and inheritance planning services to ultra-high-net-worth individuals and families. Solutions are tailored to meet client needs across generations, ensuring impartiality, confidentiality, and long-term partnerships. Services also include concierge support, club deals for off-market opportunities, and private equity and real estate investments. NewOak operates with a global presence, leveraging an exclusive network to serve clients in various regions including Europe, the Middle East, Africa, and the Americas. The firm is licensed by FINMA and adheres to strict regulatory standards for financial intermediaries.
NewOak's top competitors include Investec, Goldman Sachs and S&P Global.
NewOak offers Asset Management, Wealth Planning & Inheritance, Conciergerie, Club Deals, and Private Equity & Real Estate.