How many investments has NewOak SA made?

NewOak SA has 12 tracked investments.

What sectors does NewOak SA focus on?

NewOak SA focuses on Sector Agnostic.

Where is NewOak SA located?

NewOak SA is headquartered in Geneva, CH.

NewOak SA

Family office

Geneva · 11 people tracked

★ Follow + Add to CRM ⤳ Find an introduction

Find your way into NewOak SA

Paths you didn't know you had: your email and LinkedIn already hold routes to the NewOak SA team. We find them for you
2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

✨ Fox Verdict

Investment thesis

NewOak is a family office serving ultra-high-net-worth families, founded to address gaps in impartiality, confidentiality, governance, and long-term partnership. It emphasizes conflict-free advice, discretion, and multi-generational wealth planning and estate solutions. Drawing on its own network of trusted families and stakeholders, NewOak identifies worldwide investment opportunities and supports foundation setup, trust constitution, family governance, and pension plan strategies. The firm's in-house experts craft tailored solutions to protect and develop client wealth across generations.

Invests inSector AgnosticAfrica Europe Geneva Latin America Middle East & North Africa North America Switzerland Zurich

Source: firm website, verified Sep 20, 2026.

Leave your own feedback

Geneva, CH

Instruments

Equity

Tracked investments

Team · 11 people

from the firm's website

Gregory Armstrong· CEO· Switzerlandin

Gregory Armstrong is founder and CEO of NewOak SA, a multi-family office providing wealth management services to entrepreneurs and international families. He previously held senior positions at Julius Baer and Credit Suisse, where he advised high-net-worth clients across private equity, debt financing, corporate advisory, and wealth planning. Armstrong is a founding partner at OakStar Ventures and serves on the boards of NewReef, Smeetz, and Oimo.

Davide Verda· CIO· Lausanne, Vaud, Switzerlandin

Davide Verda is Managing Partner and Chief Investment Officer at NewOak SA. He has over twenty years of experience in banking and finance.

Amélie Armstrong· COO· Geneva Metropolitan Areain

Fabio Ribeiro· Junior Portfolio Manager· Geneva Metropolitan Areain

Henri Corboz· Compliance & Risk Officer· Geneva, Geneva, Switzerlandin

Jean Kamitsis· Senior Advisor· Geneva, Geneva, Switzerlandin

Julien Marti· Portfolio Management Intern

Kaveh Anooshiravani· Senior Investment Consultant· United Arab Emiratesin

Mazen Zein· Senior Relationship Manager

Sabrina Fares· Business Development Executive· Geneva, Geneva, Switzerlandin

Sabrina Fares is a Business Development Executive at NewOak, where she develops strategies for family office wealth management. Her background includes over a decade at the United Nations, where she coordinated the UN's AI for Good Summit, alongside roles shaping economic development and innovation policy in France and emerging markets. She serves on the board of Crédit Agricole des Savoie, co-founded the Lebanese food company Mezze & Co, and holds board and advisory positions supporting artists and creative industries globally, while also working as a certified coach with human rights organizations.

Vincenzo d'Emma· Senior Advisor· Dubai, United Arab Emiratesin

What they invest in

from 8 of 12 portfolio companies

Fintech ×3LegalTech ×3Enterprise Software ×2Cybersecurity ×1GovTech ×1PropTech ×1

HQs:Switzerland×7Jersey×1

Investments · 12 tracked

founders shown can be your intro path

Accuroaccuro.com in

Accuro is a trust and private office company that manages private wealth for families, entrepreneurs, and family businesses globally, overseeing $16.5 billion in assets.

Enterprise SoftwareFintechJersey, JE

Cvpartnerscvpartners.ch in

A Swiss law firm offering legal services across multiple practice areas to individuals and institutional clients.

LegalTech

Immocepimmocep.ch in

IMMOCEP is a real estate brokerage and development firm that assists clients with buying, selling, and enhancing their property assets.

PropTechCarouge, CH

Mll Legalmll-legal.com in 𝕏

MLL Legal is a law firm recognized across multiple practice areas including corporate, finance, intellectual property, and dispute resolution.

LegalTechZurich, CH

Montaignetrustmontaignetrust.ch

Montaigne Trust designs and establishes tailored trust structures — discretionary or fixed, revocable or irrevocable — and sets up Private Trust Companies (PTCs) for families, handling constitutive documents such as trust deeds, letters of wishes, and protector provisions.

Fintech

Pbmpbm.law in

PBM is a law firm that provides pragmatic solutions to help clients navigate legal challenges across local, national, and global contexts.

LegalTechGeneva, CH

Swisspensionadvisorsswisspensionadvisors.ch in

Swiss Pension Advisors provides integrated wealth management and pension planning services for high-net-worth individuals, entrepreneurs, and executives.

Enterprise SoftwareFintechSwitzerland, CH

Wizewize.net in

The page presents a customer success story about Banque Heritage, a multi-family office and private bank that manages entrepreneurial wealth.

Zendatazendata.security in

ZENDATA provides cybersecurity services for businesses and governments, including incident response, managed security services (IT and OT), risk audits and penetration testing (VAPT), threat intelligence, consulting, and employee training.

CybersecurityGovTechGeneva, CH

Steven Meyer(Co-CEO and Co-Founder)inIsabelle Meyer(Co-CEO and Co-Founder)in Felipe Castro(Chief Information Security Officer)in

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

555 Bryant StreetNextwavecapitalSegetia

Frequently asked questions

How many investments has NewOak SA made?: NewOak SA has 12 tracked investments.
What sectors does NewOak SA focus on?: NewOak SA focuses on Sector Agnostic.
Where is NewOak SA located?: NewOak SA is headquartered in Geneva, CH.

Similar investors

3TS Capital Partners

3TS Capital Partners is a European technology-focused growth investment adviser whose advised funds provide growth capital, typically leading or co-leading substantial funding rounds for innovative tech companies primarily in the DACH, CEE and Nordic regions.

$324K – $10.8M

4Di Capital

4DI Ventures was co-founded by repeat tech operator and ESET Southern Africa founder Justin Stanford, giving it unusually deep cybersecurity and software operating experience rather than a purely financial background, and originated from Stanford's own angel-investing experiments that directly led to both the firm's creation and the launch of the Silicon Cape Initiative. The firm explicitly describes its style as "nurture capital" with intensive, hands-on engagement, and Stanford is vocal about avoiding the "unicorn at all costs" mentality in African tech, instead emphasizing sustainable market readiness and fundamentals in a more conservative, durability-focused investment approach.

$100K – $1M

83North

83North is a global venture capital firm that invests in and helps entrepreneurs build large, category-defining companies, backing startups across multiple stages and sectors.

$100K – $10M

8VC

8VC is a venture capital firm investing across logistics, life sciences, healthcare, IT infrastructure, and government/defense, guided by its Smart Enterprise thesis focused on data integration and platform network effects.