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DirectoryFinance & InsuranceHolding CompaniesNeuchâtelXO Investments Holding SA
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XO Investments Holding SA

Summary

About the company

XO Investments Holding SA specialises in wealth management and investment advisory. The firm provides services to private and institutional clients, combining portfolio management and investment advice, and its capital is entirely owned by management.

AI-generated
Offering

Products & services

Industry:Holding Companies
✓ Offered4
Wealth management
Wealth management for private and institutional clients, with tailored wealth strategies, securities selection, manager selection and risk control.
Investment advisory
Investment advisory for private and institutional clients, with multi-asset-class analysis, risk management, ALM and recommendations tailored to the mandate's needs.
Pension planning advice
Pension planning advice for private clients, integrated into wealth management and the development of a wealth strategy.
Services for institutional clients
Wealth management and investment advisory services for pension funds, insurers, companies, organisations and foundations.
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Location

Faubourg de l'Hôpital 10
2000 Neuchâtel
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:30
Tue
08:00 - 12:00, 13:30 - 17:30
Wed
08:00 - 12:00, 13:30 - 17:30
Thu
08:00 - 12:00, 13:30 - 17:30
Fri
08:00 - 12:00, 13:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-307.956.295
Founded
2021 · 5 years
Last commercial register change
June 1, 2021
Employees
1 to 10

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