Wealth Management in Neuchâtel

Since 2013, Schoeb Frôté Has Managed its Clients' Assets with Complete Transparency, without Conflicts of Interest, and in Line with Their needs.
Independence, expertise, and innovation are the pillars of our wealth management services in Neuchâtel.

Wealth Management in Neuchâtel

About Schoeb Frôté SA

Schoeb Frôté SA is an independent wealth management company, a leader in the Jura Arc region and active throughout French-speaking Switzerland. We draws upon our extensive experience in the field of wealth management in Neuchâtel and the expertise of our F&P group, which employs around fifty professionals.

Our mission is to address our clients’ specific needs regarding the financial aspects of their assets, with the aim of optimizing these assets using innovative, understandable, and well-controlled methods.

Wealth Management | Comprehensive Wealth Advisory in Neuchâtel

Our Services

As wealth managers, our objective is to optimize, protect, and grow the assets of our clients and their families, taking into account their personal objectives and life stage, while minimizing tax and financial risks.

A person’s “assets” include financial assets (investments, stocks, bonds, etc.) as well as real estate, insurance, and other types of assets.

Our service offering is divided into two main areas of activity

Wealth Management Neuchâtel

Our extensive network of partners, along with the pooling of our expertise with that of the F&P group companies, Dynafisc Frôté and Frôté & Partner, enables us to offer comprehensive services and thus expand our service offering to the following areas:

Wealth Management in Neuchâtel

A Tailored and Independent Approach, Focused on the Future

We develop innovative methods, aligned with your ambitions, to grow your assets generation after generation.

Tailored Solutions

As a true alternative to the standardized management offered by many financial institutions, we favor a personalized and transparent approach to meet the specific needs of our clients.

Independence

Schoeb Frôté SA is wholly owned by its founders and is not affiliated with any financial institution. We refuse all commissions to maintain complete independence in the management we offer.

Professionalism

Schoeb Frôté SA is authorized by FINMA (Swiss Financial Market Supervisory Authority) and has a compliance service through its partnership with GCG.

Publications

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Family Office

Wealth Management in Neuchâtel

A Transparent Process Adapted to your Current and Future needs

Dedicated to performance generation, our innovative and independent approach implements tax-efficient management in the selection of investments covering all types of financial assets.

Consultation

Understand Your Objectives.

Strategy Development

Build a Personalized Wealth Management Strategy.

Implementation

Manage Your Assets with Full Transparency.

Monitoring

Continuous Reporting and Regular Optimization.

Performance Based on Innovation

Our F&P System tool provides a consolidated and precise view and analysis of assets to optimize strategies and monitor the work of service providers.

Innovation-driven performance

High-Value-Added Expertise

Our close collaboration with the F&P group companies, of which Schoeb Frôté SA is a member, enhances the value of the services we offer.

Comprehensive and personalized approach

Comprehensive and personalized approach

We use innovative strategies to master asset optimization at every life stage, integrating each client’s specific and comprehensive financial needs.

High-Value-Added Expertise

FAQ

We offer personalized solutions, including wealth management, financial advisory, and tax optimization tailored to your needs.

We communicate regularly with our clients via detailed reports and ensure clear follow-up at every stage.

We support a variety of clients, including individuals, entrepreneurs, families, and institutions.

A wealth manager primarily focuses on managing and enhancing portfolio value: product selection, tax optimization, financing, and performance monitoring. A family office offers broader, personalized financial planning, integrating retirement advice, estate planning, patrimonial situation analysis, coordination of specialists (bank, advisor, tax expert), and long-term client relationship management.

Through a mandate with a family office, the owner benefits from a comprehensive approach—planning for projects and the future, capital preservation, value enhancement opportunities, and loyalty—whereas a wealth manager aims for the efficiency and performance of the entrusted capital.

To define the solution best suited to your profile and expectations, contact us and benefit from our expertise: we will conduct a targeted study and answer all your questions.

Independent Wealth Management Company in Switzerland

Investment Solutions Tailored to your Unique Requirements

Clément Schoeb

Founder and Director of Schoeb Frôté SA, Member of the Board of Directors

Expertise

Clément Schoeb has been active for almost 20 years in the field of wealth management, in which he has developed extensive expertise enabling him to offer comprehensive wealth management and family office services for individuals, as well as financial consulting for companies and pension funds.

Experience

Academic Background

François Frôté

François Frôté

Founder and Chairman of the Board of Directors
Chairman of the F&P Group, Lawyer

Expertise

Mr. François Frôté joined Frôté & Partner SA following
his admission to the bar in 1979. After practicing law
for several years, Mr. François Frôté gradually developed a
consulting practice and undertook numerous directorships,
particularly in the industrial and financial sectors. His
experience, gained over more than 40 years in business consulting, whether
in the context of restructuring, succession, or
corporate administration mandates, provides him with extensive knowledge of the
Swiss economic landscape.

Experience

Languages

Academic Background

Fabrice Zumbrunnen

Fabrice Zumbrunnen

Member of the Board of Directors

Expertise

Following studies in economic and social sciences and a postgraduate degree in statistics, Fabrice Zumbrunnen quickly moved into retail.

After an initial experience with the Coop Group, he continued his career within the Migros Group starting in 1996, notably by beginning as a trainer and project manager in the sales department of the Migros Neuchâtel-Fribourg cooperative.

He became director of this cooperative in 2005 and left this position in 2012 to join the General Management of the Federation of Migros Cooperatives in Zurich. He served as President of the General Management there between 2018 and 2023.

During these years within the Migros Group, he served on numerous boards of directors of various Migros Group companies. He notably held the position of Chairman of the Board of Directors of Migros Bank from 2018 to 2024.

To date, Fabrice Zumbrunnen is active on various boards of directors in very diverse fields such as innovation, the travel and hospitality sector, as well as the medical field, a sector in which he has also been, since 2024, CEO of the Aevis Victoria SA group, owner of Swiss Medical Network, a network of private clinics.

Experience

Academic Background

Stefan Claro Da Silveira

Stefan Claro Da Silveira

Wealth Manager

Expertise

Stefan Claro da Silveira has been working in wealth management since 2022. His activities include asset allocation, portfolio analysis and monitoring, risk assessment, as well as tax optimization. He implements investment strategies tailored to each client’s financial situation and participates in investment advisory.

Experience

Languages

Academic Background

Expertise

Flavio Binetti works in the field of wealth management, where he develops his skills in financial analysis, taxation, and wealth structuring. His academic background allows him to address various financial situations and provide tailored solutions. He participates in investment advisory activities and portfolio monitoring within Schoeb Frôté SA.

Experience

Languages

Academic Background

Expertise

Aminat Fetahaj began her career in administration with a commercial employee apprenticeship at the State of Jura, where she acquired solid skills in administrative management, professional communication, and work organization. Today, she applies these skills at Frôté & Partner as well as Schoeb Frôté, where she serves as an assistant and receptionist for François Frôté and the firm Schoeb Frôté. Her versatile role allows her to actively contribute to the smooth operation of the firm.

Experience

Languages

Academic Background

Clément Schoeb

Founder and Director of Schoeb Frôté SA, Member of the Board of Directors

Expertise

Clément Schoeb has been active for almost 20 years in the field of wealth management, in which he has developed extensive expertise enabling him to offer comprehensive wealth management and family office services for individuals, as well as financial consulting for companies and pension funds.

Experience

Academic Background

François Frôté

François Frôté

Founder and Chairman of the Board of Directors
Chairman of the F&P Group, Lawyer

Expertise

Mr. François Frôté joined Frôté & Partner SA following
his admission to the bar in 1979. After practicing law
for several years, Mr. François Frôté gradually developed a
consulting practice and undertook numerous directorships,
particularly in the industrial and financial sectors. His
experience, gained over more than 40 years in business consulting, whether
in the context of restructuring, succession, or
corporate administration mandates, provides him with extensive knowledge of the
Swiss economic landscape.

Experience

Languages

Academic Background

Fabrice Zumbrunnen

Fabrice Zumbrunnen

Member of the Board of Directors

Expertise

Following studies in economic and social sciences and a postgraduate degree in statistics, Fabrice Zumbrunnen quickly moved into retail.

After an initial experience with the Coop Group, he continued his career within the Migros Group starting in 1996, notably by beginning as a trainer and project manager in the sales department of the Migros Neuchâtel-Fribourg cooperative.

He became director of this cooperative in 2005 and left this position in 2012 to join the General Management of the Federation of Migros Cooperatives in Zurich. He served as President of the General Management there between 2018 and 2023.

During these years within the Migros Group, he served on numerous boards of directors of various Migros Group companies. He notably held the position of Chairman of the Board of Directors of Migros Bank from 2018 to 2024.

To date, Fabrice Zumbrunnen is active on various boards of directors in very diverse fields such as innovation, the travel and hospitality sector, as well as the medical field, a sector in which he has also been, since 2024, CEO of the Aevis Victoria SA group, owner of Swiss Medical Network, a network of private clinics.

Experience

Academic Background

Stefan Claro Da Silveira

Stefan Claro Da Silveira

Wealth Manager

Expertise

Stefan Claro da Silveira has been working in wealth management since 2022. His activities include asset allocation, portfolio analysis and monitoring, risk assessment, as well as tax optimization. He implements investment strategies tailored to each client’s financial situation and participates in investment advisory.

Experience

Languages

Academic Background

Expertise

Flavio Binetti works in the field of wealth management, where he develops his skills in financial analysis, taxation, and wealth structuring. His academic background allows him to address various financial situations and provide tailored solutions. He participates in investment advisory activities and portfolio monitoring within Schoeb Frôté SA.

Experience

Languages

Academic Background

Expertise

Aminat Fetahaj began her career in administration with a commercial employee apprenticeship at the State of Jura, where she acquired solid skills in administrative management, professional communication, and work organization. Today, she applies these skills at Frôté & Partner as well as Schoeb Frôté, where she serves as an assistant and receptionist for François Frôté and the firm Schoeb Frôté. Her versatile role allows her to actively contribute to the smooth operation of the firm.

Experience

Languages

Academic Background

Schoeb Frôté SA
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