Independent asset manager · Genève
NewOak
NewOak SA · Société anonyme
FINMA-licensed portfolio manager (FinIA)
IDE/UID CHE-198.364.101 · Supervisory organisation : SO-FIT · checked on 16 October 2026
IDE/UID CHE-198.364.101 · Supervisory organisation : SO-FIT · checked on 16 October 2026
Address : Boulevard Georges-Favon 28, 1204 Genève
Phone : +41 22 577 07 70
- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Independent
- yes
- Office
- Genève
- Google listing
- managed by the firm
Profile being documented: only public register data is available so far. The firm can complete its profile free of charge.Complete the profile
Key facts
| FINMA licence | FINMA-licensed portfolio manager (FinIA)Source : FINMA, 16 October 2026 |
|---|---|
| Supervisory organisation | SO-FIT – Organisme de surveillance pour intermédiaires financiers & trusteesSource : FINMA, 16 October 2026 |
| UID number | CHE-198.364.101Source : Commercial register (Zefix) |
| Legal form | Société anonymeSource : Commercial register (Zefix) |
| Address | Boulevard Georges-Favon 28, 1204 GenèveSource : Commercial register (Zefix) |
| Phone | +41 22 577 07 70Source : newoak.ch/, 17 October 2026 |
| Website | newoak.chSource : newoak.ch/, 17 October 2026 |
| Activity (Google) | Préservation du patrimoineSource : Google Maps, 17 October 2026 |
| Google listing | managed by the firmSource : Google Maps, 17 October 2026 |
Not yet published by the firm : accessibility, minimum investment, fee model, assets under management, languages, founded, team, non-resident clients, US persons, custodian banks. Add it
Services
- Discretionary management
- Wealth planning
- Real estate
Purpose in the commercial register
la société opère en tant que gestionnaire de fortune au sens de l'art. 17 LEFin et a pour but toutes activités de conseil en matière d'opérations financières, notamment acquisitions à la propriété, intermédiaire en placements, assurances et autres instruments financiers, conseils en matière de gestion de fortune, conseils dans le domaine immobilier, services de courtier et de conseil dans activités économiques, commerciales et immobilières. La société peut, en outre, exercer toute activité en rapport direct ou indirect avec son but.Source : Zefix
Location and opening hours
Boulevard Georges-Favon 28, 1204 Genève · Open in Google Maps
Sources
- FINMA — list of authorised institutions (16 October 2026)
- Commercial register (Zefix)
- Google Maps listing (17 October 2026)
- newoak.ch/ (17 October 2026)
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