XO Investments SA, based in Neuchâtel and Geneva, is active in wealth management and investment council. With 25 years of experience in professional provident, in collaboration with the largest pension funds, it is accredited as a collective investment manager. In partnership with the Service and Consulting Company NextView SA, it offers a global service “One-Stop-Shop” and tailor-made to meet the needs of its varied customers: private customers, pension funds, insurance, businesses, provident assets (free-passage, 3e Pillar A, excluding compulsory, 1st, etc.), families and entrepreneurs, in Switzerland and abroad. To guarantee optimal and strictly confidential management, XO Investments has developed internal tools (CRM, PMS, etc.) to offer its customers a global vision of their assets.
