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.
A proprietary, rules-based process — not a model portfolio bought from a shelf and re-badged.
On values-aligned mandates, a disclosed standard governs what capital may own — with an unconstrained conventional mandate available to those who prefer it.
Mandates constructed discretionarily around your liquidity horizon and risk tolerance, then left to the process rather than to a calendar.
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.
Founding members gain direct access to the investment committee and a documented policy behind every mandate.
Enquire About Mandates