NOVALISfinance was incorporated in October 2007 under Swiss company law. Its capital is wholly owned by its directors and management. The company’s objectives are asset management and a full range of financial services. NOVALISfinance is a member of the Swiss Association of Asset Managers (SAAM) and, as such, subject to the Code of Conduct of the Association. NOVALISfinance (FCA Reference Number 762049) is an appointed representative of Rometsch & Moor Ltd (FCA Reference Number 188757) which is authorised and regulated by the Financial Conduct Authority (FCA).
NOVALISfinance, has three partners offering extensive backgrounds and training in economics, finance, political science and psychology. We bring together a wide range of experience of international finance and banking, from our various careers in leading institutions in Switzerland and overseas. Our collective experience in asset management on behalf of private international clients and institutional clients, in structuring and implementing investment strategies on behalf of pension funds, and our familiarity with financial, economic and geopolitical analysis, provides us with a comprehensive understanding of markets and financial products