A large part of the economy comprises small and medium-sized companies that are not listed on the Stock Exchange. At NewOak, we provide you with access to a broad range of private equity investment opportunities across buyout, growth and venture capital, including top-tier European startups and privately held companies through our extended internal network and privately-held companies.

In real estate, we provide you with direct equity and bridge loan investment opportunities in residential, commercial and hospitality real estate, both inSwitzerland and Europe. We also analyse real estate portfolios to assess their actual performance and identify optimisation opportunities, whether through refinancing to unlock liquidity, strategic acquisitions, or selective disposals to enhance overall returns. Where appropriate, we help structure real estate holdings to support overall liquidity, including by using property as collateral, while preserving flexibility and optimising tax efficiency. Moreover, in collaboration with a foremost family office here in Geneva, we operate a real estate fund dedicated exclusively to our own clients. This is a boutique-sized fund with access to unique niche Swiss real estate opportunities. The fund invests in commercial real estate in Central and Western Switzerland. The portfolio currently holds 6 medium-sized buildings located close to train stations and highway exits and targets assets that are too big for private individuals and too small for institutional investors, with a minimum yield of 5% in CHF. The fund is regulated in Luxembourg by the Commission de Surveillance du Secteur Financier (CSSF) and distributes a regular income.

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