Put your capital to work, on the markets and beyond them

Novaelar works with group directors, entrepreneurs and families who already hold a structured estate (life policies, property, company shares) and who are looking for something else: a portfolio designed for them, in asset classes their private bank does not cover, or covers only on the surface.

Beyond that there is no typical profile, and no published minimum. A mandate is built from a situation: what you already hold, what you can tie up without constraint, the horizon you think in, and the level of risk you can actually bear rather than the one you say you can. That is what the first meeting establishes, before any figure is put forward.

The number of mandates is deliberately limited to around fifty a year. This limit is not a sales argument: beyond it, the individual follow-up that gives the whole approach its point ceases to be sustainable. Some files are declined: because the horizon is too short, because the sums involved would not carry the fixed costs of a properly built mandate, or simply because what the person is looking for is not what we do.