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 Capital Partners is licensed in Switzerland by the Swiss Financial Market Authority (FINMA) and monitored by the OSIF (Organisme de Surveillance des Instituts Financiers). OSIF is a supervisory organization authorized and supervised by the FINMA, which may carry out specific prudential supervision of asset managers.

Services

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

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