AMONG THE FIRST TO OBTAIN THE FINMA LICENSE

October 15, 2021

We are proud to announce that NewOak Ltd was granted the licence to act as an asset manager from the Swiss Financial Market Supervisory Authority (FINMA).

We are one of the first family offices in Switzerland to be fully compliant with the new Financial Institutions Act (FinIA).

A big congratulations to the whole team for their efforts and dedication to this achievement!

Read the full article (EN)

Read the full article (FR)

Recent postS

October 7, 2025

NewOak Holistic Wealth Approach at EAM Day Geneva

Read more
May 15, 2025

Shaping the Future of Women’s Wealth

Read more
May 16, 2023
Strategy

NewOak Ltd. expands its Advisory Board with Fadi Halout and Jean Kamitsis

Read more