ABOUT

Novum Capital Partners was founded with one key objective: to provide ultra-high-net-worth families with peace of mind.

Our partners shared a vision to build a financial services firm that is completely independent from banks, provides trusted advice for a limited number of clients based on a holistic understanding of their needs and wealth – and offers services that go far beyond the one of a traditional multi-family office.

Whether our clients are looking to secure the most efficient terms to refinance their assets, or require a bespoke portfolio to help them achieve their long-term investment objectives, or even need advice for estate planning, our commitment is to help our clients simplify their lives and make it easier for them to achieve their family goals.

Novum is a member of the Association Romande des Intermédiaires Financiers (ARIF). ARIF is a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries referred to in article 2 para. 3 of the Swiss Federal Law on combating money laundering and terrorism financing in the financial sector (AMLA). ARIF is also recognized by FINMA as a professional organization for laying down rules of conduct relating to the practice of the profession of independent asset manager within the meaning of the Swiss Federal Act on collective investment schemes.

Services

We work with a select number of families to offer highly tailored services to each family.

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