Updated:
NewOak
NewOak was established in 2020 by Gregory Armstrong, previously at Credit Suisse and Julius Baer, and Amélie Armstrong. The firm provides wealth planning and...
NewOak
NewOak was established in 2020 by Gregory Armstrong, previously at Credit Suisse and Julius Baer, and Amélie Armstrong. The firm provides wealth planning and estate solutions for families across Europe and the Middle East. NewOak allocates across private equity, real estate, private credit, and venture capital. It participates in buyouts, growth equity, mezzanine, seed, and Series A rounds. Confirmed co-investment activity includes Swiss venture rounds with Privilege Ventures in companies such as Xsensio and Snipd. The firm also maintains a Swiss commercial real estate fund portfolio focused on central and western Switzerland and covers geographies that include North America, South America, and Africa. The firm lists 25 percent annual growth on its site and operates additional offices in Zurich. It belongs to the Swiss Association of Wealth Managers and the Global Investment Leaders Club. Vincenzo D’Emma joined as senior advisor in the period covered by the firm’s blog. NewOak maintains an investment committee and advisory board that review club deals before deployment. This structure separates the family-office mandate from external fund commitments while preserving direct access to off-market opportunities.
General information
Firm type
Multi Family Office
Year founded
2020
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
New York
Corporate office
Geneva, Geneva, Switzerland
Additional offices
Zurich, Switzerland
Principals
Gregory Armstrong
CEO and Managing Partner
Amélie Armstrong
COO and Co-founder
Davide Verda
CIO
Sector focus
Frequently asked questions
Who runs investment decisions at NewOak?
Gregory Armstrong serves as CEO and Managing Partner. Davide Verda holds the CIO title. An investment committee reviews club deals and co-investments.
Does NewOak participate in fund commitments or only direct deals?
NewOak executes through direct co-investments, SPVs, fund-of-funds, and club deals. It also maintains a real estate fund portfolio.
What investment stages does NewOak typically target?
The firm covers buyout, growth, mezzanine, seed, and Series A stages across private equity and venture capital.
Where does NewOak source proprietary deal flow?
Deal flow originates from the firm’s network of trusted families and stakeholders, with off-market opportunities approved by the Board of Advisors.
How is NewOak related to its co-investment partners?
Privilege Ventures serves as a frequent co-investment partner in Swiss venture rounds. Alaf Capital collaborates on regional strategies in MENA and Switzerland.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: