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NewOak had the pleasure of participating in the External Asset Managers Day on 7 October 2025, a premier gathering for private wealth professionals in Switzerland. Our Business Development Executive, Sabrina Fares, represented NewOak on the panel “Team Spirit – The Multidisciplinary Approach in Client Relationships”, sharing insights into how a 360° approach is reshaping wealth management in today’s evolving landscape.

Why a Multidisciplinary Approach Matters

At NewOak, we believe managing family wealth goes far beyond numbers and financial structures. True wealth management integrates human dimensions, including family dynamics, intergenerational communication, and the transmission of values. This is particularly important in the context of the great wealth transfer, where aligning financial strategies with family values is critical for continuity and long-term success.

Putting Holistic Thinking Into Practice

During the panel, Sabrina highlighted how NewOak brings this philosophy to life:

Internally, our team is composed of diverse professionals with complementary experiences and perspectives, fostering holistic thinking and collaboration.

Externally, we partner closely with experts across multiple disciplines — from custodian banking, real estate, credit and trusts, to insurance and legal. Keeping in mind that what matters most is not having a collection of isolated specialists, but speaking a common language, keeping the family at the center, and creating alignment across generations and experts.

Thank you to Sphere – The Swiss Financial Arena, for the opportunity to contribute our voice at EAM Day Geneva. As the wealth management landscape transforms, we're proud to help lead the conversation toward truly integrated, family-first solutions that define the future of our industry.