The core activity of Newfin SA is the provision of financial services and asset management, particularly in the area of Family Office, investment controlling, wealth planning and asset management for private clients.
AI-generated
Offering
Products & services
Industry:Financial Services
✓ Offered5
Wealth management
Wealth management, investment monitoring and wealth planning for private and high-net-worth clients.
Family Office
Family office services for organising and coordinating wealth and financial needs.
Investment monitoring
Analysis and monitoring of investments, with support for the economic and financial themes presented in the Market Outlook.
Wealth planning
Advice for wealth planning and analysis of economic and financial topics relevant for investors.
Market Outlook
Regular updates on the most significant economic and financial topics, with analysis and explanations in PDF format.
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