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DirectoryFinance & InsuranceExternal Asset ManagementNeuchâtel 1Schoeb Frôté SA
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Schoeb Frôté SA

Summary

About the company

Schoeb Frôté SA is an independent wealth management firm offering portfolio management, management of vested‑benefit (free movement) assets and comprehensive patrimonial advice. The company is authorised by FINMA, partners with custodial banks, is part of the F&P group and uses a consolidated dashboard (F&P System) for portfolio analysis and reporting.

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Products & services

Industry:External Asset ManagementFamily Offices
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✓ Offered8
Wealth management
Management and placement of financial assets, management of vested retirement benefits in the context of occupational pension provision, transparent and tax-efficient monitoring.
Comprehensive wealth advisory
A comprehensive and personalised approach to wealth, coordinating a single point of contact with specialists in taxation, law, insurance, accounting and administrative management.
Family office
Comprehensive support for families to protect, grow and pass on their assets, with family governance, succession planning, tax optimisation and regular follow-up.
Retirement planning and succession planning
Advice on retirement planning, succession planning and support for transferring wealth, integrated into asset management mandates and wealth advisory.
Tax optimisation
Incorporating tax-efficient solutions into the choice of investments and the ongoing monitoring of assets, coordinated with tax specialists.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
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Location

Faubourg du Lac 11
2001 Neuchâtel 1

At a glance

Legal form
Corporation
UID
CHE-290.562.856
Founded
2024 · 2 years
Last commercial register change
October 9, 2025
Employees
1 to 10

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