NeoCapital SA is a Swiss wealth management company focused on asset protection and the construction and management of customized portfolios. It offers discretionary, advisory and supervisory mandates, as well as services such as account opening, portfolio monitoring, transaction audit and the arrangement of selected financial and related services.
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Industry:Funds & Investment Companies
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Discretionary asset management with professional, individualized portfolio management based on a risk and investment profile; ongoing adjustments, trade decisions and execution according to market conditions.
Investment Advisory
Investment advisory for active clients with investment ideas, risk management, market prices, research, advice on offerings and corporate actions, plus trade execution and reporting.
Supervisory Mandate
Supervision and monitoring of assets with transaction review, fee control, portfolio consolidation and personalized reporting for an overall view.
International Bank Account Opening
Opening of bank accounts with international custodian banks, providing access to multiple banks and markets as part of client service.
Financing and Loan Intermediation
Negotiation of mortgages, Lombard loans and fixed-term loans, as well as fiduciary deposits; intermediation of related services through specialized partners.
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