Who We Serve

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Family Offices

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.

Private Wealth Clients

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.

Institutions

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.

Corporates

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.




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© Neo Wealth & Asset Management. All Rights Reserved.

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