Asset advice shaped around your investment objectives.

We start by agreeing on a strategy and mandate that fit your objectives and risk profile. Neox then builds a focused equity portfolio using its research and manages it within the mandate. Your own bank holds the assets and executes Neox’s instructions, and you receive regular reporting on every change.

It suits investors who want a focused equity portfolio managed with clear reasoning, without having to approve every change themselves. Because our portfolios are concentrated and long-term, they’re best suited to investors who can accept market fluctuations along the way. Our first conversation helps establish whether asset management or asset advice is the better fit.

Yes. Neox can cover the equity part of a wider portfolio. In our first conversation, we look at what you already hold, so the portfolio we build complements your overall position. You keep your existing relationships, and Neox focuses on the part where systematic equity research adds the most value.

Yes. You can follow one of our core equity strategies or have a portfolio built around your own brief, including the regions and sectors you want to focus on and the limits it needs to respect. Before you invest, we compare possible configurations against historical data, so you can see the trade-offs and choose the approach that fits.

A concentrated portfolio holds fewer companies than a typical fund, usually between 15 and 40. Each holding has more influence on results, which can lead to larger swings in value than in a broadly diversified portfolio. To manage this, every position is sized to the strength of its investment case and its contribution to overall risk, with correlation controls applied across the portfolio.

Under asset management, Neox makes the investment decisions within the mandate agreed with you. The mandate sets the objectives and limits we work within, and you can revisit it as your circumstances change. If you prefer to make each decision yourself, asset advice remains available.

That depends on the strategy and on market conditions. Neox portfolios are built for the medium to long term, so we make changes only when the evidence supports them. Every change is made within the mandate and explained in our regular reporting.

Your assets stay in an account in your name with your own bank or custodian. Neox does not hold client money or securities, and you keep the banking relationship you already have. Your bank continues to send you statements as usual, so you always have an independent view of your holdings.

Neox iQ tracks every holding and its investment case every day, and the investment team reviews what it flags. When the evidence behind a position weakens or a stronger opportunity appears, we make changes within the mandate and explain the reasoning in our regular reporting.

Minimums depend on the strategy and how it’s structured. Get in touch, and we’ll explain what applies to your situation.

Fees are agreed in advance and reflect the service provided and how it is structured. We explain the applicable charges before you decide whether to proceed. Custody and trading costs charged by your own bank are separate from Neox’s fees.