/Investor DB

NewOak SA

Family office

Geneva · 11 people tracked

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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.

Source: firm website, verified Sep 20, 2026.

HQ
Geneva, CH
Instruments
Equity
Tracked investments
12

Team · 11 people

from the firm's website
Gregory Armstrong· CEOin

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· CIOin

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· COOin
Fabio Ribeiro· Junior Portfolio Managerin
Henri Corboz· Compliance & Risk Officerin
Jean Kamitsis· Senior Advisorin
Julien Marti· Portfolio Management Intern
Kaveh Anooshiravani· Senior Investment Consultantin
Mazen Zein· Senior Relationship Manager
Sabrina Fares· Business Development Executivein

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 Advisorin

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.comin

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.chin

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

LegalTech

Immocepimmocep.chin

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.comin𝕏

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.lawin

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

LegalTechGeneva, CH

Swisspensionadvisorsswisspensionadvisors.chin

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

Enterprise SoftwareFintechSwitzerland, CH

Wizewize.netin

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

Zendatazendata.securityin

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)inFelipe 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.

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