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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.