Private banking, discretionary asset management and family office stewardship, unified under one impact-led mandate for wealth expected to matter — and reported with the rigour that expectation demands.
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 wealth services and family office-level servicing, unified under a single impact-led investment mandate, and reported with the same rigour our clients expect of their returns. 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.
The premise is simple to state and demanding to deliver: capital that compounds should also count for something beyond the account statement. Operationally, an "impact-led mandate" 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 transition-economy taxonomies before a position is eligible at all. Each holding is underwritten for a target return and a verified impact outcome side by side, the two disclosed at the same quarterly cadence and assured by an independent third party against IRIS+-aligned metrics — not the softer, marketing-led standard the private banking industry has historically applied to itself.
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, pair financial performance with impact metrics, 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 — directed, by conviction, toward the companies solving the world's problems, with 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 — original photography
Fortera Nova — original photography
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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