Wealth management in La Chaux-de-Fonds

Invest today to prepare for your future

Since 2013, Schoeb Frôté SA has offered its clients tailored services for independent wealth management in La Chaux-de-Fonds and the surrounding area.

Wealth management in La Chaux-de-Fonds

A comprehensive, tailored vision

From generation to generation, we are committed to protecting and growing your assets, as well as those of your family.

Access our Partner Network

We work closely with a network of leading banks and partners to offer investment solutions across all asset classes, aligned with your objectives.

Benefit from Competitive Pricing

Our approach is performance-driven. We exclude any retrocessions to guarantee complete independence in the management of your assets.

Minimize Tax and Financial Risks

We promote tax-efficient management, handle complex situations, and use state-of-the-art tools to optimise your portfolio’s overall performance.

Wealth management in La Chaux-de-Fonds
Wealth manager in La Chaux-de-Fonds

Wealth management in La Chaux-de-Fonds

A transparent process that reflects your current and future needs

Our approach is built on solid experience in wealth management in La Chaux-de-Fonds and in French-speaking Switzerland, enabling us to design strategies that are innovative, clear, and fully under control.

We operate under a wealth management mandate. Our clients’ assets are therefore not held with Schoeb Frôté, but placed with various leading 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.

Wealth manager in La Chaux-de-Fonds

A forward-looking multidisciplinary approach

We adopt a tailored approach with innovative strategies perfectly aligned with your objectives.

Customized Solutions

We offer an alternative to standardised management models, placing the human relationship at the heart of our approach to meet each client’s needs.

Complete Independence

Schoeb Frôté SA, owned by its founders and independent of any financial institution, ensures management fully aligned with its clients’ interests.

Transparency and Compliance

Schoeb Frôté SA, authorised by the FINMA, ensures full transparency and rigorous compliance through its compliance framework, operated via the company GCG.

Wealth management in La Chaux-de-Fonds

A wealth manager committed to developing your assets

We implement tax-efficient wealth management, drawing on modern, well-mastered instruments.

Inform your Decisions at Every Step

Our F&P System tool provides a consolidated view of your assets, enabling detailed reporting and targeted strategy adjustments.

Inform your Decisions at Every Step

Benefit from our Complementary Expertise

Beyond wealth management, through our collaboration with the companies of the F&P Group, we offer comprehensive advisory services in taxation, law, notarial services, accounting and administrative management, in Switzerland and internationally.

Rely on our Clear and Controlled Approach

Rely on our Clear and Controlled Approach

We design personalised financial strategies to meet each client’s specific needs, optimising their assets through a tailored approach.

High-Value-Added Expertise

Wealth manager in La Chaux-de-Fonds and in French-speaking Switzerland

Your wealth adviser in La Chaux-de-Fonds

Our experts welcome you by appointment for a confidential discussion and an initial no-obligation assessment.

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

info@schoebfrote.ch

FAQ

The cost of wealth management in La Chaux-de-Fonds varies depending on the institutions and the complexity of the mandate. At Schoeb Frôté, pricing is transparent, competitive and without retrocessions, to ensure management aligned with the client’s interests.

Wealth management is intended for individuals and professionals seeking a tailored approach. It is designed to suit different investor profiles, depending on objectives and the structure of the assets.

Yes. It helps support, structure and develop an already established portfolio through a tailored approach aimed at preserving, optimising and growing assets over time.

The wealth manager focuses on the active management of a portfolio of financial assets: investment selection, risk control and return optimisation according to each client’s profile. The family office offers a much broader approach to clients’ wealth, encompassing estate planning, pension matters, taxation, accounting, administrative management and coordination of all involved experts, for complex or multi-generational wealth situations.

In practical terms: the wealth manager aims to grow and protect capital; the family office takes charge of the overall wealth and family situation, establishing a lasting and in-depth advisory relationship.

Using a wealth manager means ensuring professional, personalised management of your finances—essential to the success of your long-term projects. With in-depth expertise across various fields, our mission is to optimise the value of your assets while controlling tax and financial risks.

As an owner or investor in French-speaking Switzerland, you benefit from tailored support that takes into account the size and complexity of your assets. Our professionals put their extensive knowledge at your service to identify the best opportunities, both in financial markets and in wealth solutions.

Thus, using a wealth manager means choosing a trusted partner who safeguards and develops your assets in all their dimensions, while ensuring full transparency and rigorous management tailored to your specific needs.

Independent Wealth Management Company in Switzerland

Targeted investment solutions tailored to each of your 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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