Fortera Nova is opening a limited founding membership ahead of general availability. Our path to launch, and where you come in. Founding membership is a considered relationship rather than a sign-up form — every enquiry is read personally, every conversation is confidential, and admission is a matter of fit as much as capital. What follows is the sequence we build in, the questions we hear most, and the single, unhurried step required to begin.
Fortera Nova is being built with the same discipline we apply to capital — deliberately, and in sequence. Each phase closes only once its predecessor has been proven with real capital and real members, not on a calendar. That is why we can tell you exactly where we are today, and precisely what changes for you at each stage of founding membership.
Investment framework, brand and founding capital secured; Fortera Frontier Fund proof-of-concept tested across an initial ETF and direct-equity allocation. Governance, custody relationships and the compliance architecture underpinning every future account — client due-diligence policy, AML risk-rating methodology, safeguarding and segregation of client money — are drafted and reviewed with external counsel before a single external commitment is taken, so that founding members join a structure already tested under real market conditions rather than a plan on paper.
A limited founding-partners cohort onboarded across the asset management and private banking pillars, informing servicing and product design. This is where full enhanced due diligence (EDD) is first run end-to-end: certified identity documents, proof of address, and a documented source-of-wealth narrative — the origin of the capital being committed, not merely the account it currently sits in — are collected and independently verified before any allocation is accepted. Members admitted at this stage sit closest to the build, and their founding terms — fee schedule, minimum commitment and priority access — are recorded in a side letter and locked in ahead of any future repricing.
Public opening of membership across all three pillars, with the complete Fortera Frontier Fund suite available to clients. "Regulatory approval" at this stage means the relevant permissions — safeguarding of client assets, managing investments, and where applicable accepting deposits — are held or passported with the appropriate regulator before onboarding capacity expands; additional relationship managers are brought in only once that authorisation, and the reporting infrastructure it requires, is in place.
Expansion of private-market strategies, family office servicing, and international account capability. Multi-generational structuring, direct co-investment access and cross-border custody are introduced only once each has passed its own compliance and operational-due-diligence sign-off — never in advance of the controls that make it safe to offer.
The Consortium reaches critical mass as a functioning network — co-investment introductions, private deal flow and member gatherings become a routine, expected part of membership rather than an emerging benefit, with governance handed progressively to a member advisory council under a published, rather than informal, terms of reference.
Founding membership is not a wire transfer against a webpage. Every relationship — however it begins — passes through the same sequence a regulated institution is required to run, compressed as far as diligence allows but never skipped:
Fortera Nova — original photography
Answers to the questions principals most often raise before their first conversation with us — the practical, the procedural, and the ones people are usually too polite to ask outright.
Founding membership is extended to principals — founders, senior professionals and custodians of family capital — by introduction or by direct application. Eligibility is assessed on fit as much as on assets: we look at the complexity of your affairs, your appetite for an asset management relationship built around impact and discretion, and whether the Consortium's community of peers is one you would value being part of. As with any regulated relationship, admission is also conditional on client due diligence — verified identity, a satisfactory source-of-wealth review, and clean sanctions and PEP screening — before any allocation is accepted. Applications from advisers and introducers on behalf of clients are equally welcome.
Minimum commitments are disclosed on introduction rather than published, because founding-cohort terms are settled individually according to the complexity and structure of each relationship. In practice, this means the figure discussed with you reflects your specific circumstances, not a fixed public tier. Founding terms are recorded in a bilateral side letter alongside the fund's constitutional documents, and where appropriate include a most-favoured-nation (MFN) clause — a contractual guarantee that no later cohort is offered better economic terms without an equivalent improvement being extended to you.
We are building in five phases, set out above. Beta membership onboards a limited founding cohort first, informing servicing and product design directly; full launch follows once the relevant permissions — safeguarding client assets, managing investments, and, where applicable, accepting deposits — are confirmed with the appropriate regulator. We do not publish binding dates for each phase, because each closes only once genuinely proven and authorised, but every founding member is kept informed of exactly where we stand at any given time.
Entirely. Conversations are held in confidence from the first enquiry, no names are published in any marketing or press material, and the membership of the Consortium is never disclosed to third parties without explicit consent. Documentation collected for identity and source-of-wealth verification is held under the same confidentiality standard as custody records, accessed only by the individuals directly assessing your application. Discretion extends to how you are contacted, how documentation is shared, and how any future introductions within the Consortium are made — always with your prior agreement.
A member of our team reviews every enquiry personally — there is no automated screening. If your circumstances appear to be a fit for founding membership, we arrange a private, no-obligation conversation to understand your objectives and explain the framework in full, including an outline of the due-diligence documentation your specific situation will require, before any commitment is discussed. If timing or fit isn't right yet, we will tell you plainly rather than leave the enquiry unanswered.
None. Registering interest, and the introductory conversation that follows, are both entirely non-binding. Founding membership terms are only put in writing — via the side letter and fund subscription documents — once both sides are satisfied it is the right relationship and due diligence is complete, and nothing on this site or in early conversations constitutes an offer, solicitation or financial promotion.
Yes. A meaningful proportion of founding introductions come through advisers, accountants and family office principals acting for the individuals or families they serve. We are glad to work directly with an adviser throughout the process, including at the eligibility, source-of-wealth documentation and structuring stage, provided the underlying principal is aware of and consents to the introduction and is named as the ultimate client for due-diligence purposes.
Nothing is required to make the initial enquiry beyond your name, contact details and a short description of your circumstances. Should a conversation progress, expect to be asked for certified proof of identity and address, and — the part most first-time principals underestimate — a documented source-of-wealth narrative and supporting evidence (business sale agreements, probate documentation, remuneration history or prior investment statements, as relevant). For corporate or trust structures, a full ownership chart to the ultimate beneficial owner is required. We guide you through exactly what applies to your circumstances at the appropriate stage — there is no need to prepare anything in advance of that conversation.
Fortera Nova is opening a limited founding membership ahead of general availability. Register your interest and a member of our team will be in touch to discuss eligibility. There is no application form to complete and no obligation attached to enquiring — this is the start of a conversation, held in confidence, with someone who will take the time to understand your circumstances before anything is put in writing.
By submitting this form you consent to being contacted by Fortera Nova regarding membership eligibility. Submission does not constitute an application or offer of any financial product. Every enquiry is reviewed personally, typically within a few working days, and no information you share is passed to any third party or used for purposes beyond assessing and progressing your enquiry. If founding membership is not the right fit at this time, we will say so candidly rather than leave you waiting — and where appropriate, we are glad to keep the door open for a future conversation as the Consortium grows.