Independent financial advisory · Est. 1998

Clarity for your most consequential capital decisions.

Noverica steers funds, family offices, and corporates through allocation, risk, and growth — disciplined, evidence-led counsel from a partner who answers the phone.

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of clients see measurable gains within their first year

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Recognised

Business Excellence Award 2025

What we do

Financial Strategies
Built for Growth

We help individuals, businesses, and investors navigate financial complexity with clarity and confidence. Through tailored strategies and disciplined execution, we create solutions designed to protect wealth, unlock opportunities, and support sustainable growth over time.

Wealth Management

Private clients

Discretionary and advisory portfolios for family offices and high-net-worth principals, mandated to your risk band and reviewed every quarter.

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Corporate Advisory

Private clients

Discretionary and advisory portfolios for family offices and high-net-worth principals, mandated to your risk band and reviewed every quarter.

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Risk & Compliance

Private clients

Discretionary and advisory portfolios for family offices and high-net-worth principals, mandated to your risk band and reviewed every quarter.

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Tax & Structuring

Private clients

Discretionary and advisory portfolios for family offices and high-net-worth principals, mandated to your risk band and reviewed every quarter.

Learn More

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Who we are

Independent by design. Accountable by default.

We hold no proprietary products and take no manufacturing commissions. Our only incentive is the quality of the advice — measured over decades, not quarters. That independence is why principals trust us with their most consequential decisions.

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Fee-only model

No commissions, no conflicts.

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Partner-led

One owner, start to finish.

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Evidence-led

Decisions backed by data.

security

Fully regulated

Authorised & audited.

The team

The Experts Guiding Your Growth

No relationship managers, no handoffs. Every mandate is owned by a named partner — backed by a dedicated analyst bench.

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Eleanor Hayes

Managing Partner

28 years across allocation and family-office strategy.

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David Okonkwo

Partner · Capital Markets

Leads debt and equity origination across private markets.

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Sofia Marchetti

Partner · Wealth

Builds discretionary portfolios for principals and HNW families.

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James Whitlock

Partner · Risk & Advisory

Designs independent risk frameworks for boards and trustees.

OUR PROJECTS

Outcomes we're allowed to talk about.

A selection of client engagements that demonstrate how strategic planning, disciplined execution, and informed decision-making create measurable financial results.

Investment Fund

Multi-Asset Governance Framework for an Equity Fund

Established a standardized investment governance framework and reporting process across multiple institutional portfolios to improve oversight, transparency, and decision-making.

180

M+

Assets consolidated

Administrative complexity

Years

Succession strategy

Investment Fund

Institutional Portfolio Risk Review & Rebalancing Strategy Process

Conducted comprehensive portfolio risk assessment and strategic rebalancing to strengthen resilience, improve diversification, and support long-term investment objectives.

180

M+

Assets consolidated

Administrative complexity

Years

Succession strategy

Corporate Finance

Growth Capital Strategy for a Mid-Market Technology Company

Developed a strategic capital plan and financial framework to support expansion, improve investor readiness, and strengthen long-term funding decisions.

180

M+

Assets consolidated

Administrative complexity

Years

Succession strategy

Corporate Finance

Treasury Optimization for a Regional Manufacturing Group

Redesigned treasury operations and cash management processes to improve liquidity visibility, strengthen working capital efficiency, and support strategic business growth.

180

M+

Assets consolidated

Administrative complexity

Years

Succession strategy

Private Wealth

Preserving Wealth Across Generations

A comprehensive wealth strategy designed to simplify complex holdings, improve governance, and ensure a smooth transfer of assets across generations.

180

M+

Assets consolidated

Administrative complexity

Years

Succession strategy

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Investment Advisory

Building a Diversified Growth Portfolio

Repositioning portfolio allocations to balance growth opportunities, risk exposure, and long-term wealth preservation objectives.

180

M+

Assets consolidated

Administrative complexity

Years

Succession strategy

Business Strategy

Preparing a Family Business for Expansion

Developing a scalable growth framework that aligned leadership, capital planning, and operational readiness for expansion.

180

M+

Assets consolidated

Administrative complexity

Years

Succession strategy

Retirement Planning

Creating Long-Term Financial Security

A personalized retirement roadmap focused on income stability, asset protection, and sustainable wealth management.

180

M+

Assets consolidated

Administrative complexity

Years

Succession strategy

Stories of Trust

Client Experiences That Define Our Work

A reflection of the trust and relationships built through every engagement.

Eleanor Voss

CIO, Voss Family Office

star

Noverica gave us the clarity and discipline needed to make more confident financial decisions. Their independent perspective has become an invaluable part of our long-term strategy.

Wealth Advisory

November, 7th 2026

Marcus

CFO, Hallwood Industries

star

Working with Noverica gave us a clearer financial direction and greater confidence. Their thoughtful advice and independent perspective continue to support our long-term goals.

Portfolio Strategy

November, 27th 2026

Priya Nair

Business Owner

star

Noverica brought structure and clarity to our financial strategy. Their expertise and commitment helped us make informed decisions while building a stronger foundation for future growth.

Capital Planning

November, 30th 2026

Virly

Founder

star

Noverica gave us the clarity and discipline needed to make more confident financial decisions. Their independent perspective has become an invaluable part of our long-term strategy.

Investment Advisory

December, 5th 2026

Questions

Clarity on the details that matter.

Can't find what you're looking for? Speak to a partner.

What is the minimum engagement size?

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We typically work with portfolios from $5M and corporate mandates from $10M in enterprise value. That said, we run an exploratory call before any number is discussed — fit matters more than size.

How are your fees structured?

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We are strictly fee-only. Advisory mandates are billed on a transparent basis-point schedule; project work is scoped to a fixed fee. We never take commissions, retrocessions, or product manufacturing fees.

Who actually manages my account?

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A named partner owns your relationship end to end, supported by a dedicated analyst. You will not be passed between desks or handed to a call centre — the people who scope the work deliver it.

Are you regulated and insured?

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Yes. Noverica is fully authorised and regulated, carries professional indemnity cover, and is subject to annual independent audit. Documentation is available on request during onboarding.

How long until we see a strategy?

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Most clients receive an initial diagnostic within two weeks of onboarding and a full strategy within four to six, depending on the complexity of the mandate and the data available.

Insights

Insights worth acting on.

All Insights