Managed by the house,
not introduced by it.
Most private banks distribute other people's funds and take a margin for the introduction. Ours runs its own institutional investment desk — a proprietary systematic strategy, managed in-house, with the same discipline institutions apply to their own balance sheets. When the strategy performs, it is the house's process at work, not a third party's product.
Systematic discipline, disclosed conviction.
In-House Strategy
A proprietary, rules-based process — not a model portfolio bought from a shelf and re-badged.
- Returns attributed to the desk's own systematic discipline, run in-house
- A documented Investment Policy Statement governing every mandate
- Direct access to the investment committee for founding members
A Values Screen
On values-aligned mandates, a disclosed standard governs what capital may own — with an unconstrained conventional mandate available to those who prefer it.
- Every holding screened negatively against an exclusion list
- Then positively against sustainability-alignment criteria — no exceptions
- Screening method disclosed and independently assured
Built Around You
Mandates constructed discretionarily around your liquidity horizon and risk tolerance, then left to the process rather than to a calendar.
- Strategic allocation set at onboarding, with drift bands that trigger a rebalance
- Quarterly reporting pairing total return net of fees with full screening disclosure
- No calendar-driven churn; the process decides when to act
The discipline institutions apply to their own balance sheet — applied to yours.
The Fortera Frontier Fund.
The desk's conviction is expressed through one master plan of eight thematic sleeves — from energy transition to water, cities and technology — each screened to the same disclosed standard, each reported quarter by quarter. Explore the sleeves in detail on the fund page.
No return figures are shown here by design: Fortera Nova is a concept proposition and is not an authorised or regulated financial institution. Nothing on this page is an offer, a solicitation, or a financial promotion, and the value of investments can fall as well as rise.
The investment desk, answered plainly.
What is a discretionary mandate?
A discretionary mandate authorises the house to make investment decisions within an agreed framework — objectives, constraints, risk tolerance and any exclusions — without seeking approval for each individual transaction. The framework is set with the client and reviewed periodically; the execution inside it belongs to the desk.
Who actually makes the investment decisions?
The house's own investment desk, working to a documented process rather than to a product shelf. The reasoning behind a position is intended to be explainable on request — the house's view is that a discipline it cannot explain is one it should not be running.
How is custody handled, and who holds the assets?
Assets are held at independent tier-one custodians, separately from the house's own balance sheet. Separating the entity that manages a portfolio from the entity that holds it is a basic structural safeguard, and it is designed in from the outset rather than added later.
What does impact-led mean in practice?
It means impact is measured, independently verified and reported alongside financial reporting, rather than asserted in marketing. Where a mandate carries impact objectives, the house's position is that they should be evidenced to the same standard as any other term of the mandate.
Capital, with conviction.
Founding members gain direct access to the investment committee and a documented policy behind every mandate.
Enquire About Mandates