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Because prosperity loves discretion
Inova is a commercial multi-family office platform in the long-standing Swiss tradition
of dedicated wealth management providing investment management services to institutional investors, private wealth clients and financial intermediaries.
Investment Management
We understand the critical responsibility we are given when clients entrust us with their money which is why we decided to take a radical and effective approach to investment management: we ensure that the selection and vital day-to-day monitoring of those managing our clients’ money is being done by experts.
Overview
Our approach is to give you peace of mind
Achieving financial security does not happen by chance. It requires vision, a long-term commitment and the help of experts to create and execute the plan. It also needs successful investment of your money. We understand the critical responsibility we are given when clients entrust us with their money which is why we decided to take a radical and effective approach to investment management: we ensure that the selection and vital day-to-day monitoring of those managing our clients’ money is being done by experts.
Quite simply, the aim of our investment approach is to give our clients peace of mind, allowing them to get on with their lives without having to worry about how their money is invested or by whom. We believe that this approach gives our clients the best chance of achieving superior investment results over the medium to long term.
Fundamental
Global relative and absolute return
Focused
Inflation management
Liability aware
Quantitative
Global tactical asset allocation
Risk parity
Investment Platform
Independent oversight
The cornerstone of our approach at Inova is our Investment Committee, which brings independent oversight to our Investment Management Approach.Put simply, its role is to ‘manage the managers’ on behalf of our clients. Its aim is to generate consistently superior investment results for them over the medium term.
To achieve this the Investment Committee focuses on three key areas:
- Selecting the best investment managers through a rigorous global research process.
- Continually monitoring the managers to ensure they maintain the standards for which they were selected.
- Changing managers where necessary through a seamless transition process which avoids any charges or tax consequences for investors.
Investment Process
Discover
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Understanding your financial objectives
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Determine your tolerance for risk and expectational reward
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Identity potential obsticles
Propose
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Creating a long term portfolio plan
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Make asset allocation recommendations
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Review anticipated returns and risk levels
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Establish ongoing review schedule
Implement
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Implement investment strategy
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Phase in assets based on adventageous market pricing
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Confirm portfolio details
Guide
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Scheduled communication with the client
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Monitor market oppurtunites
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Rebalance asset allocation
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Align strategy with changing investment goals
Client
Service provision
A bespoke offering
Inova is a global partnership positioned in both developed and growth markets. We have formed a series of mutually beneficial relationships with a series of service providers enabling growth into new markets, expanding the value chain around financial services and embed world-leading intellectual property. Please see some of our selected service providers below:
