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Our mission is to maximise our clients' after-tax income
We want all of our clients to be free of financial stress and time constraints, and to be able to focus their energies on what they really want to do and live happily ever after. Through our global network, we want to realise our mission of '' Maximise Client's Post-Tax Income.'' We want our clients to pass on their assets to the next generation with peace of mind.
Our comittment
We want to build good, lifelong relationships with our clients. Thus, we are committed to 6 things.
1. See the person, not the money, of the client.
2. Build a process of trust, not just selling a profitable product.
3. Listen to the emotional side of the client before providing rational explanations.
4. Focus on subjective risk tolerance and help the client learn through the investment experience.
5. Be the best purchasing agent for the client, not your own sales agent, when supplying products.
6. Put the client's best interests first and be a trusted advisor.
About NOVA
We are an independent investment firm founded by individual partners with unlimited liability, much like a traditional 200-year-old private bank. We manage properly client's assets and preserve assets to achieve our mission of maximising our clients' post-tax income.
Our first priority in asset management is not to reduce client's assets in the long term, and we avoid the following risks
1. Asset concentration
2. Credit risk
3. Currency risk
4. Inheritance tax risk
5. Inflation risk
6. Liquidity risk
In addition, we don't business in the following operations that put our own funds at risk.
1. Securities underwriting
2. Commercial lending: lending operations (only makes loans secured by deposits)
3. Foreign exchange and securities dealing
Our main Services
1. Global portfolio management in a discretionary account
2. Custodian: custody of securities
3. Mutual fund operations
4. Payment service
5. Insurance advice
6. Loans secured by assets held in custody
7. Tax planning
8. Advisory services for acquisitions and divestitures
9. Non-financial support services
Our Mission as a Private Bank
At our private bank, we embrace the ethos of the "good old days" of private banking, where personalised service and deep relationships take precedence over the mass-production approach of commercial banks. Our mission is not merely to manage assets but to understand and walk alongside the lives and aspirations of each client.
However, preserving tradition alone is not enough to deliver the best outcomes in today’s rapidly evolving world. Guided by the principle of "learning from the past to innovate for the future," we actively incorporate cutting-edge science and technology into our wealth management practices. From advanced data analytics and AI technologies to real-time global market insights, we leverage precision and speed to protect and grow our clients' wealth like never before.
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This seamless blend of tradition and innovation is our greatest strength, and it drives us to set new standards in private banking. Our ultimate goal is not only to enhance our clients' financial assets but to enrich their lives as a trusted partner in their journey.