Professional Summary
Professional Overview
Gregory Armstrong is an experienced financial services executive currently serving as the CEO of NewOak SA in Zurich, Switzerland. With a strong background in private banking, wealth management, and asset management, he brings a wealth of industry expertise to his role. As CEO, he is responsible for driving the firm's strategic vision, overseeing day-to-day operations, and leading a team of seasoned professionals.
Experience Summary
Current Role
As CEO of NewOak SA since February 2021, Gregory is responsible for setting the firm's strategic direction, managing key client relationships, and ensuring the delivery of exceptional services to the company's growing client base. Under his leadership, NewOak has expanded its product offerings, enhanced its technological capabilities, and strengthened its position as a trusted advisor in the Swiss financial services market.
Career Progression
Prior to his current role, Gregory held various leadership positions within the banking and investment management industry. As Executive Director at Julius Baer from 2020 to 2021, he was instrumental in developing the firm's wealth management strategies and driving growth in key EMEA markets. Earlier in his career, he served as a Relationship Manager and Investment Consultant at Credit Suisse, where he demonstrated his expertise in portfolio management and client advisory services.
Academic Background
Gregory holds a Bachelor's degree in Finance from the University of St. Gallen, one of the leading business schools in Europe. He has also completed various professional development programs, including the CFA Institute's Chartered Financial Analyst (CFA) program, further strengthening his technical and analytical capabilities.
Areas of Expertise
- Private banking and wealth management
- Asset management and portfolio construction
- Client relationship management and advisory services
- Strategic planning and business development
- Organizational leadership and team management
Professional Impact
Throughout his career, Gregory has spearheaded numerous successful initiatives, including the launch of innovative investment products, the implementation of cutting-edge digital solutions, and the expansion of client portfolios. His strategic vision, technical expertise, and strong client relationships have made him a respected and influential figure in the Swiss financial services industry.
Conclusion
With over a decade of experience in the financial services sector, Gregory Armstrong is a seasoned executive with a proven track record of driving growth, enhancing operational efficiency, and delivering exceptional client outcomes. As CEO of NewOak SA, he is well-positioned to guide the firm's continued success and contribute to the broader development of the Swiss financial landscape.
