A private bank built on institutional foundations. Private banking, discretionary asset management and family office stewardship — with returns delivered through the house's own institutional investment desk, and reported with the rigour that relationship demands.
A private bank engineered to the standard institutions hold themselves to — not retrofitted onto a retail model built for a different era of client.
A single house and a single point of accountability, consolidated in one reporting layer above your segregated accounts.
Every position underwritten, evidenced and reported to the standard our clients expect of their own institutions.
Not a marketing tier or a loyalty programme — a private circle that meets, deliberates and co-invests, convened by the house.
Fortera Nova exists to serve a class of individuals and families the traditional private banking model was never designed for — founders, next-generation custodians of family wealth, and senior professionals for whom performance is necessary, but no longer sufficient on its own. Many arrive to us already well served on paper: a private bank for custody, a family office for administration, a separate adviser for the causes they care about. What they lack is a single house that treats those three relationships as one mandate, held to one standard of conduct.
We provide discretionary asset management, private banking and family office-level servicing as one relationship, with returns delivered through the house's own institutional investment desk — a proprietary systematic strategy, run with institutional discipline, in-house and ours to speak for. Every mandate is built from first principles: a strategic asset allocation (SAA) is set against the client's liquidity horizon, currency exposure and legacy intentions, a tactical band is agreed around it, and the whole is documented in an Investment Policy Statement the client signs before a single instruction is placed — rather than fitted into a house model built for a different era of client.
Alongside the desk sits a standard: a transparent, values-aligned screen that governs what the house's capital may own. Operationally, that means a two-stage construction process — negative screening removes issuers outside an agreed exclusion list, then positive selection requires a minimum proportion of underlying revenue or capital expenditure to be aligned with recognised sustainability taxonomies before a position is eligible at all. The screen is a standard we disclose and hold ourselves to, assured by an independent third party — it is not offered as the reason the strategy performs, and returns are never attributed to it. The desk delivers the returns; the screen decides what we are willing to hold.
How a mandate is held
Assets are held by a segregated third-party custodian, never on Fortera Nova's own balance sheet. Client securities are ring-fenced under a nominee structure; cash sits in ring-fenced client money accounts, distinct from house funds.
The Investment Committee manages within the agreed SAA and rebalancing bands — typically a ±5% drift tolerance per asset class before a rebalance is triggered — executing through the custodian on a delivery-versus-payment basis, T+2 for listed instruments.
Quarterly statements reconcile custodian records against the mandate, disclose how every holding met the screening standard, and are reviewed by an independent risk function before release — the same three-way check an institutional allocator would insist on from a fund manager.
Asset management, private banking and family office servicing, delivered as a single coordinated relationship — not three separate vendors. Each discipline is staffed, reported and governed independently, then reconciled into a single quarterly view so that a client sees one picture of their affairs rather than three reconciled after the fact.
Capital deployed with the discipline institutions apply to their own balance sheets — managed by the house's in-house institutional investment desk, running a proprietary systematic strategy, with a transparent values screen governing what that capital may own and an unconstrained conventional mandate available to clients who prefer it. Mandates are built discretionarily around each client's liquidity horizon and risk tolerance, not sold from a fixed model-portfolio shelf.
A banking relationship engineered for individuals who move capital, and countries, without friction. Accounts are structured for people whose lives and holdings genuinely span borders, not adapted from a domestic retail platform with an international veneer.
The advisory and concierge infrastructure of a family office, available from a client's first day — without the years of accumulated wealth traditionally required to access one.
Fortera Nova
Fortera Nova
The case, the strategy, and the company you would keep — three ways to go deeper before you ever pick up the phone.
Founding membership is offered by introduction and limited by design — early principals shape the mandate, the Consortium, and the standards the house holds itself to thereafter.
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