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Gregory Armstrong

CEO NewOak SA

Gregory Armstrong is the CEO of NewOak SA, a tailor-made family office based in Geneva and Zurich, Switzerland. He assumed this role in February 2021 and is responsible for setting the firm's strategic direction, managing key client relationships, and overseeing day-to-day operations.13

Key points about Gregory Armstrong:

  1. Professional Experience:

    • CEO of NewOak SA since February 2021
    • Former Executive Director at Julius Baer (2020-2021)
    • Previously worked as a Relationship Manager and Investment Consultant at Credit Suisse1
  2. Education:

    • Bachelor's degree in Finance from the University of St. Gallen
    • Completed the CFA Institute's Chartered Financial Analyst (CFA) program1
  3. Achievements:

    • Led NewOak to obtain a FINMA license, making it one of the first family offices in Switzerland to do so2
    • Named Asset Management CEO of the Year 2023 (Zurich) by CEO Monthly3
    • Featured in Bilan Magazine's "Entrepreneur under 40" list for 20244
  4. Company Growth:

    • Under his leadership, NewOak has expanded its product offerings and enhanced its technological capabilities
    • The company saw a 30% revenue growth in 20234
  5. Future Plans:

    • Expanding NewOak's services, including the addition of pension fund asset management
    • Planning to create a new company in Abu Dhabi, UAE4

Gregory Armstrong has established himself as a respected figure in the Swiss financial services industry, known for his strategic vision, technical expertise, and strong client relationships.1

Highlights

May 30 · linkedin

Thrilled to announce that I have been recognized in this year #Bilan Magazine's 40 Entrepreneurs under 40 🏅 .   I am incredibly honored by this recognition which is a testament of the hard work, dedication, and passion of the entire team at #NewOak.   Everything that was achieved would not have been possible without the support and collaboration of our clients, partners and especially my extraordinary colleagues. They have been the major contributors to the success of the #NewOak family. 👊 🙏   A big thank you as well to #Bilan Magazine for this acknowledgment. It motivates me to continue pushing the boundaries and striving for excellence in the wealth management industry, which still needs a lot of improvements! 😉
Looking forward to what the future holds and excited to keep innovating and making a positive impact. Can’t wait for the next chapters! 🚀

#40under40 #familyoffice #bilanmagazine #NewOak #Entrepreneurs

Feb 23 · linkedin

Extremely proud to be in charge of NewOak SA, this unique multi-family office taking care of families with complex needs seeking ever-growing and long-term loyalty. Our world has progressed, and I am grateful to be surrounded by talents who will help our clients preserve family cohesion across generations. I thank our outstanding partners for their precious help in this new venture. If you are creative, innovative, with an entrepreneurial mindset, why not join us, as a member of our team or as a member of our trusted family…

Related Questions

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Gregory Armstrong
Gregory Armstrong, photo 1
Gregory Armstrong, photo 2
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Location

Zurich, Zurich, Switzerland