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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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by NewOak
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - NewOak
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Newoak Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Financial services are provided globally by UBS for wealth management.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about NewOak
Where is NewOak located?
NewOak is headquartered in Geneve, Switzerland. It is registered at Geneve, Geneve, Switzerland.
What does NewOak do?
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.
Who are the top competitors of NewOak?
NewOak's top competitors include Investec, Goldman Sachs and S&P Global.
What products or services does NewOak offer?
NewOak offers Asset Management, Wealth Planning & Inheritance, Conciergerie, Club Deals, and Private Equity & Real Estate.