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.
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