NewOak had the pleasure of being invited by the Geneva Chamber of Commerce (CCIG) to speak at its MasterClass on AI integration in business, held in Geneva on 1 May 2026. Representing NewOak, Sabrina Fares shared NewOak’s perspective as a next-generation multi-family office and discussed how AI is being deployed in a practical, disciplined and value-driven way across the firm.

At NewOak, we see AI not as a passing trend, but as a structural capability embedded across our day-to-day operations and throughout the business. Our agile model and entrepreneurial culture allow us to move quickly, adopt the most modern and secure tools, and remain at the forefront of innovation in wealth management. The objective is not simply to gain efficiency, but to create meaningful value for clients by enhancing the quality, responsiveness and impact of the work we deliver.

This approach is grounded in a strong commitment to data security and the responsible use of AI. We are selective in the tools we adopt and careful in how they are deployed, with close attention to data protection, cybersecurity and risk oversight. It also means aligning our practices with FINMA’s expectations on AI, while maintaining the high standards of confidentiality, control and reliability our clients rightly expect.

For us, technology only matters when it is trusted, carefully governed and used to support the long-term interests of the families we accompany.

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