About Us

Our Approach

We Provide Enhanced Peace of Mind for Our Clients

Neon Equity Advisors offers institutional level wealth management solutions. We believe the key to consistent investment returns and volatility reduction goes beyond just static asset allocation. We focus on dynamic asset allocation with our strategies, this allows us to carefully identify the most productive areas to invest, while avoiding the less attractive choices taking into account the ever-changing investment markets.

Our aim is to operate with a proactive approach to investing embracing diversified opportunities with a flexible risk managed mindset in order to bring forward the best asset classes. We are aiming to deliver investment growth or consistent income for our clients. Risk aversion has to be balanced in order to take advantage of market opportunities across a broad range of asset classes and global locations.

Judgements are made by utilising research and analysis methods targeting risk reduction, investment quality and overall value within a disciplined systematic process.

Investment Management Strategies

The philosophy we have developed and use is truly a varied approach, designed to benefit from performance differences between asset classes or within them, that also works well with investment and economic changes. Our tactical investment strategies have the flexibility to dynamically invest across a wide range of asset classes, and actively allocate capital to the most attractive, risk adjusted asset classes, while seeking to avoid the least attractive areas.

Our target areas lie in blending active and passive investments to build a diversified international allocation created to balance risk exposures. Also, to meet your current income, capital and volatility goals. This includes our sustainable investing strategies focusing on environmental and social insights. Our aim is to manage your lifetime savings with both your financial and risk tolerance requirements in mind.

Personalised Service Approach

Our understanding for successful, long-term financial relationships starts with both parties working together combining their mutual goals and aspirations.

The first stage of a relationship with Neon Equity Advisors involves your personal financial advisor taking the time to listen to you and understand your story: where you have been, where you would like to go, and what makes you financially comfortable. They will also outline their beliefs and describe the areas in which Neon Equity Advisors will offer value to the financial relationship.

Together with your Neon Equity Advisor, you will have access to a team of qualified, experienced investment professionals. Under your direction, our financial planning team will analyse your current financial situation and suggest potential areas of improvement.