NewOak was pleased to take part in the latest Rendez-vous de la profession, organised by the Swiss Association of Asset Managers (ASG), bringing together professionals from across the Swiss wealth management industry.

Our CEO Gregory Armstrong joined a panel dedicated to the 360° client offering and the synergies of expertise in serving client relationships, alongside Astrid Pozzi (Lombard Odier), Alexandre Berger (Julius Baer), Philippe von Bredow (Nomea) and Sébastien Retord (Sept Finance).

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Beyond a collection of services

‍For NewOak, a 360° approach is not about multiplying services. It is about understanding a client’s wealth as a whole, connecting private, entrepreneurial and financial considerations, and ensuring that decisions across investments, succession, real estate or other areas remain coherent.

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‍From expertise to coordination‍

The Family Office therefore plays an essential role as a coordinator and problem solver: identifying the right specialists, bringing their expertise together and simplifying complexity for the client. Ultimately, clients should experience one clear, seamless relationship, regardless of how many experts are working behind the scenes.
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Watch the full discussion in French (from 2h24 min)