Asset Management
Discretionary Mandates. Individual Strategy.
Novi Capital assumes professional management of your assets based on an individually developed investment strategy. We act in your interest — with the discretion that an experienced partner requires, and the transparency you deserve. All mandates are conducted in full compliance with the Swiss Financial Services Act (FinSA).
INVESTMENT STRATEGY
Tailored to Your Assets
We develop a dedicated investment strategy for each client — aligned with risk profile, time horizon and personal objectives.
- Conservative Mandates Capital preservation with stable returns and low volatility — ideal for security-oriented investors.
- Balanced Mandates Combination of growth and stability for long-term, risk-conscious wealth accumulation.
- Growth-Oriented Mandates Higher return potential through active allocation in equities, alternatives and global markets.
- Sustainable Strategies ESG-compliant portfolios according to Swiss standards — without compromising performance.
Our Standard
Asset Management with Institutional Discipline
We conduct discretionary mandates with the same standards that institutional investors expect — individually implemented for private individuals and companies.
01
Active Portfolio Management
In portfolio management, we consider market conditions, risk tolerance as well as tax and regulatory frameworks. Regular rebalancing ensures that your portfolio remains on course at all times.
02
Regulatory Protection & FinSA Compliance
- Client Segmentation Correct classification for appropriate protection status.
- Information Obligations BIB/KID documentation prior to each investment decision.
- Appropriateness Assessment Continuous review of the suitability of all instruments.
Process
Our Management Process
From initial analysis to ongoing support, we accompany you with clear structure and complete transparency — at every stage of asset management.
Phase
What We Do
Your Benefit
Onboarding
Detailed assessment of risk profile, investment objectives, time horizon and tax situation.
Tailored strategy from the outset.
Portfolio Construction
Structured allocation into vetted asset classes and instruments according to your strategy.
Optimized risk-return ratio and broad diversification.
Ongoing Management
Structured allocation into vetted asset classes and instruments according to your strategy.
Your assets remain on course — even in volatile markets.
Initial Consultation
Let us discuss your wealth strategy.
Non-binding, discreet and tailored to your situation.