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We, at Neo, believe, that large Family Offices are increasingly operating in a manner akin to
institutions, rather than standalone high net worth wealth clients.
Neo's proposition to such
institutional grade Family Offices is aimed at providing super-specialised and comprehensive
solutions which complement the client's existing capabilities.
Our expertise extends beyond traditional wealth management, providing sophisticated
infrastructure, bespoke investment frameworks, and specialized access to opportunities typically
reserved for institutional investors.
As a priority, we aim to enhance wealth preservation and
protection, provide operational resilience and predictability, and meaningfully uplift overall
portfolio performance, delivered through premium, personalised, round-the-clock service and
flexibility, which Family Offices require for multi-generational prosperity.
For discerning private banking clients who demand excellence, Neo provides direct access to
seasoned Relationship Managers providing world class advisory, asset allocation strategies,
model portfolios, a comprehensive range of third-party products, institutional quality research
and cutting-edge, proprietary reporting platforms.
Tailored specifically for the nation's top achievers.
For institutions requiring a seamless blend of wealth and asset management expertise, Neo offers
a sophisticated suite of services—from dynamic portfolio construction to advanced risk
management frameworks.
Backed by institutional-quality research and proprietary technology, Neo provides foundations,
pension funds, endowments, insurance companies and trusts with high quality performance and
scalability through world class governance structures, needed to achieve long-term financial
objectives.
Neo empowers discerning corporate clients with a sophisticated blend of wealth and asset
management solutions delivered by specialist advisory teams with institutional pedigree. Our
bespoke services encompass strategic and tactical capital allocation, executive wealth
structuring, and proprietary investment strategies - all supported by cutting-edge analytics and
reporting capabilities.
Meticulously crafted for corporations that expect nothing less than excellence.