Investment services, grounded in evidence.

Neox Capital specializes in focused equity portfolios, and investment management covers the full process. We agree the strategy and mandate with you, build a portfolio using our research and make changes within the mandate as conditions change. Every decision comes with reasoning we can explain. Your assets stay with your own bank, and advisory services remain available if you prefer to decide yourself.

Each recommendation comes as a trade ticket. It includes the security to be bought or sold, the number of shares, the ticker symbol and the ISIN, so your bank has everything it needs to place the order. You review the ticket and, if you agree, pass it to your bank or custodian for execution. The reasoning behind the recommendation is available alongside it, so you know why a change is suggested.

It means applying a consistent, rules-based process to the same company fundamentals a traditional analyst would study, such as profitability and balance sheet strength. Our platform, Neox iQ, scores around 6,000 listed companies in Europe and the US on value, quality, growth and catalysts, so we can compare them on equal terms and stay disciplined when markets move. Neox iQ doesn’t make investment decisions. The investment team reviews its output, adds the judgment needed to understand each business and remains responsible for every decision.

Yes. Neox’s role can be shaped around what you already hold elsewhere, so its part of the portfolio makes sense against the whole. In our first conversation, we look at your existing investments and where an equity portfolio from Neox would add the most value. That helps avoid unintended overlaps and keeps your overall exposure in line with your objectives.

That depends on the arrangement you choose. Under investment management, Neox makes the decisions within the mandate agreed with you, and explains the reasoning behind each one. Under investment advice, you make the final decision on every recommendation. Either way, the research and portfolio construction behind it are the same.

A Neox portfolio typically holds between 15 and 40 listed companies in Europe and the US. It’s long-only and built for a medium- to long-term horizon, with each strategy defining its own investment universe. Keeping the portfolio focused means each holding has a meaningful weight and a clear investment case behind it. At the same time, spreading positions across companies and sectors helps manage concentration risk.

Each core equity strategy follows a defined objective and an established process, from dividend income to leading companies in Europe and the US. It suits investors who want an established approach without designing one from scratch. A customized portfolio starts from your own brief, including the limits it needs to respect. Before you invest, we test possible configurations against historical data, so you can see the trade-offs and choose the approach that fits. Both use the same research and investment discipline.

Yes. Historical returns and risk measures for Neox Dividend Leaders are available on our Solutions page, and the strategy is also accessible as a tracker certificate issued by UBS. We can share more detail on any of our strategies during our first conversation, including how they have behaved in different market conditions. Past performance is not a reliable indicator of future results, and the value of investments can fall as well as rise.

Neox iQ tracks each holding and its investment case every day and flags when a portfolio’s characteristics change. The investment team reviews these signals and makes changes within the mandate when the evidence supports them, for example when a company no longer meets the strategy’s criteria or a stronger opportunity appears. Short-term market movements rarely change an investment case on their own. You receive regular reporting, so you can follow how the portfolio develops over time.

Your assets stay with your own bank or custodian, in an account in your name, so there’s no new account to open and no need to move your portfolio. Neox does not hold client money or securities. Our role is to research and manage the portfolio, while your bank keeps custody of the assets and carries out Neox’s instructions within the mandate. You continue to receive statements from your bank as usual.

Neox Capital Ltd is authorized and regulated by the Malta Financial Services Authority (MFSA) to provide investment advice. Our authorization can be verified on the MFSA Financial Services Register. Full regulatory information, including our legal and risk disclosures, is available on our legal page.

We start with a conversation about your objectives and how involved you want to be in each decision. If working together makes sense, we complete the required onboarding, including your client classification and an assessment of whether our services are suitable for you. We then agree whether a core strategy or a customized portfolio fits best and explain the applicable fees before you decide whether to proceed.