Wealth Management in the Canton of Jura

Invest Today for your Future

Founded in 2013, Schoeb Frôté SA offers its clients tailor-made solutions in wealth management in Jura.

Wealth Management in the Canton of Jura

A Comprehensive and Tailor-Made Approach
We offer tailor-made services to protect, grow, and transfer your assets.

Access our Partner Network

We work with a network of first-rate partners and banks to offer investment solutions covering all types of financial assets and aligned with your specific objectives.

Benefit from Favorable Pricing

Dedicated to performance generation, our approach excludes any commission, thus ensuring uncompromising independence in the management of your assets.

Reduce Tax and Financial Risks

Through fiscally optimized management and the use of innovative tools, we address the most complex challenges while optimizing your portfolio’s performance.
Wealth Management Jura
Jura Wealth Manager

Wealth manager in the Canton of Jura

A Transparent Process, Adapted to your Current and Future needs

Each advisor possesses extensive experience in wealth management in the Canton of Jura to develop innovative, understandable, and well-managed solutions.

We operate on the basis of a wealth management mandate. Our clients’ funds are not deposited with Schoeb Frôté but with various first-rate banking institutions.

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.

Schoeb Frôté SA | Switzerland

Our Certifications and Awards

Founded with the aim of challenging financial standards, Schoeb Frôté SA, FINMA-accredited, has received awards that confirm its excellence.

Financial Services: Our Values and Commitments

A Comprehensive and Personalized Approach, Focused on the Future
Our tailor-made, independent, and innovative strategies are based on a privileged relationship with each client.

Strategy

Schoeb Frôté was conceived as a true alternative to the standardized procedures of banking institutions, placing the personal relationship at the heart of every investment solution.

Independence

Schoeb Frôté SA, wholly owned by its founders, guarantees completely independent wealth and asset management, in line with your needs, without conflicts of interest.

Transparency and Compliance

Schoeb Frôté SA, authorized by FINMA, ensures full transparency and rigorous compliance through its compliance service provided by GCG.

Wealth Management in the Canton of Jura

An Independent Wealth Manager in Switzerland
We implement fiscally efficient, understandable, and perfectly controlled management.

Inform your Decisions at Every Step

Thanks to our F&P System tool, you benefit from consolidated analysis and detailed reports, allowing you to evaluate and adjust your asset strategies.
Rely on our Clear and Controlled Approach

Benefit from our Complementary Expertise

Beyond wealth management, through our collaboration with other companies in the F&P group, we offer comprehensive and personalized support in taxation, law, notary services, accounting, and administrative management for individuals and businesses.
Rely on our Clear and Controlled Approach

Rely on our Clear and Controlled Approach

We develop tailor-made strategies, considering specific and global financial aspects, to optimize assets according to each client’s unique ambitions.
Innovation-driven performance

Wealth Management in the Canton of Jura

Your Wealth Advisory in the Canton of Jura
Your dedicated advisor welcomes you by appointment at our offices in Neuchâtel, Biel, or Solothurn.

Address

Schoeb Frôté SA
Faubourg du Lac 11
CH- 2000 Neuchâtel

Phone

+ 41 (0)32 722 17 02

Fax

+ 41 (0)32 722 17 03

Email

cs@schoebfrote.ch

FAQ

A wealth manager primarily focuses on investments, wealth protection, and financial products (life insurance, investments, real estate) tailored to a client’s situation and project. They prepare the wealth assessment, propose investment choices, and monitor portfolio evolution according to financial regulations and the law.

A family office offers broader and more personalized services: coordination of specialists (tax, inheritance, and transfer experts), cash flow management, support for business owners and family clients, administrative services, and tailor-made investment opportunities. Benefit: an integrated approach to protect and grow complex assets over several generations, with a team of experts and continuous training.

We ensure complete transparency through regular and structured communication: periodic detailed reports, progress reports at each stage, clear access to investment guidelines and fees, and availability to explain any decision or case development.

We assist individuals and families, as well as business leaders and institutions, by adapting our services (wealth management, specialist coordination, succession and treasury solutions) to the needs of each client.

Independent Wealth Management Company in Switzerland

Investment Solutions Tailored to your Unique Requirements

Clément Schoeb

Fondateur et directeur de Schoeb Frôté SA, membre du Conseil d’administration

Expertise

Clément Schoeb est actif depuis bientôt 20 ans dans le domaine de la gestion de fortune dans lequel il a développé des compétences élargies lui permettant d’offrir des services globaux de gestion de patrimoine et de family office destinés aux particuliers ainsi que du consulting financier pour des entreprises et des caisses de Pensions.

Expérience

Parcours académique

François Frôté

François Frôté

Fondateur et Président du Conseil d’administration
Président du groupe F&P, Avocat

Expertise

Me François Frôté a rejoint l’Étude Frôté & Partner SA à la suite de
l’obtention de son brevet d’avocat en 1979. Après avoir exercé le barreau
pendant plusieurs années, Me François Frôté a peu à peu développé une
activité de conseils et a assumé de nombreux mandats d’administrateurs
notamment dans le domaine de l’industrie et de la finance. Son
expérience acquise depuis plus de 40 ans dans le conseil en entreprises, que
ce soit dans le cadre de mandats de restructuration, de succession ou
d’administration d’entreprises, lui confère une grande connaissance du
tissu économique suisse.

Expérience

Langues

Parcours académique

Fabrice Zumbrunnen

Fabrice Zumbrunnen

Membre du Conseil d’administration

Expertise

À la suite d’études en sciences économiques et sociales ainsi qu’à un postgrade en statistique, Fabrice Zumbrunnen s’est rapidement orienté dans le commerce de détail.

Après une première expérience auprès du groupe Coop, il poursuit sa carrière au sein du groupe Migros à partir de 1996, notamment en débutant en tant que formateur et responsable de projets dans le département vente de la coopérative Migros Neuchâtel-Fribourg.

Il devient directeur de cette coopérative en 2005 et quitte ce poste en 2012 afin de rejoindre la Direction générale de la Fédération des coopératives Migros à Zurich. Il y occupera le poste de Président de la Direction générale entre 2018 et 2023.

Durant ces années au sein du groupe Migros, il siège dans de nombreux conseils d’administration de diverses sociétés du groupe Migros. Il a notamment occupé le poste de Président du Conseil d’administration de la banque Migros de 2018 à 2024.

À ce jour, Fabrice Zumbrunnen est actif dans différents conseils d’administration dans des domaines très variés tels que l’innovation, le secteur des voyages et de l’hospitalité ainsi que le médical, domaine dans lequel il est par ailleurs, depuis 2024, directeur du groupe Aevis Victoria SA, propriétaire de Swiss Medical Network, un réseau de cliniques privées.

Expériences

Parcours académique

Stefan Claro Da Silveira

Stefan Claro da Silveira

Gestionnaire de patrimoine

Expertise

Stefan Claro da Silveira évolue en gestion de patrimoine depuis 2022. Son activité comprend l’allocation des actifs, l’analyse et le suivi des portefeuilles, l’évaluation des risques, ainsi que l’optimisation fiscale. Il met en œuvre des stratégies d’investissement adaptées à chaque situation patrimoniale et participe au conseil en investissement.

Expérience

Langues

Parcours académique

Flavio Binetti

Flavio Binetti

Gestionnaire de patrimoine junior

Expertise

Flavio Binetti travaille dans le domaine de la gestion de patrimoine, où il développe ses compétences en analyse financière, fiscalité et structuration patrimoniale. Son parcours académique lui permet d’aborder des situations financières variées et d’apporter des solutions adaptées. Il participe aux activités de conseil en investissement et au suivi de portefeuilles au sein de Schoeb Frôté SA.

Expérience

Langues

Parcours académique

Expertise

Aminat Fetahaj a débuté sa carrière dans le domaine administratif par un apprentissage d’employée de commerce au sein de l’État du Jura, où elle a acquis des compétences solides en gestion administrative, communication professionnelle et organisation du travail. Elle met aujourd’hui ces compétences au service de Frôté & Partner ainsi que de Schoeb Frôté, où elle occupe la fonction d’assistante et réceptionniste auprès de Me François Frôté et de la société Schoeb Frôté. Son rôle polyvalent lui permet de participer activement au bon fonctionnement de l’entreprise.

Expérience

Langues

Parcours académique

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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