XO INVESTMENTS’ services for private clients range from asset management to pension advice.
Active for 25 years in asset management and investment consulting, XO Investments continues to expand in order to offer its customers global services and future expansion into new markets.
With this in mind, XO Investments is delighted to announce the appointment of Ari Tatos and Philippe Montant to its Board of Directors.
Ari Tatos, with a wealth of international experience, is currently Managing Partner of Stonehage Fleming Group. Thanks to his broad expertise in asset management and strategic consulting, he acts as a key advisor to several wealthy families and also chairs family councils.
Philippe Montant began his career with major banking institutions in Geneva and Zurich, before specializing in occupational benefits. Today, he sits on a number of investment committees and boards of trustees of pension funds. His career has provided him with in-depth knowledge of pension fund management and pension fund foundations.
Thanks to the diversity of their skills, Mr Tatos and Mr Montant will make a valuable contribution to XO Investments as members of the Board of Directors. This double appointment strengthens the Company’s expertise in its two key areas: private wealth management for high-end clients, families and entrepreneurs, and investment advice for individual and group pension plans.
The XO Investments team is delighted to be working with two dynamic personalities with an entrepreneurial spirit and solid experience in sectors that are strategic for the company’s development and consolidating its evolution.
Head Office
Fbg de l’Hôpital 10
2000 Neuchâtel
Copyright © 2025 XO Investments, All rights reserved. Proudly powered by The Swiss Peak
Head Office
Fbg de l’Hôpital 10
2000 Neuchâtel
Copyright © 2025 XO Investments, All rights reserved. Proudly powered by The Swiss Peak