Two disciplines. One standard.
Socia Nova Group concentrates its practice on the two services we believe matter most to the stewardship of capital: wealth management and investment management. Focus, in our experience, is what allows depth.
Financial oversight
Wealth Management
The direction and oversight of personal and family wealth.
Wealth management at Socia Nova Group is the practice of keeping a financial life in good order. Supervised and pointed deliberately toward its purpose.
We begin by understanding the whole position: assets, obligations, income, ambitions and the horizon over which the capital will be judged. From there, we provide continuing oversight and considered advice as circumstances evolve.
Our wealth management practice includes:
Portfolio supervision
Cash and liquidity planning
Long-term financial organisation
Support around major decisions
Coordination with your advisers
Portfolio strategy
Investment Management
Strategies crafted for each mandate. Portfolios watched with care.
Investment management at Socia Nova Group begins with the mandate. Every portfolio we manage is built around the aims, time horizon, sectors of interest and risk profile of the clients it serves.
Our process is always intentional. We construct portfolios with intention, recording the reasoning behind every allocation and monitoring positions continuously. Adjustments are made when market conditions call for them and strategically resisted when they do not. We believe unnecessary activity is an unnecessary cost.
Our investment management practice includes: