Insight into the philosophy of Novum Partners
Novum Capital Partners

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Since its foundation, Novum Partners SA, Geneva has pursued an approach that goes far beyond traditional asset management. The three pillars of transparency, alignment of interests and continuous improvement shape the multifamily office’s actions.

Geneva-based financial services company Novum Partners, formerly known as Novum Capital Partners SA, was recently named‘Switzerland’s best wealth manager’ at the Euromoney Private Banking Awards 2025. This recognition underscores the consistent implementation of the company’s philosophy at a time when the Swiss financial industry is undergoing fundamental change. With over 5 billion Swiss francs under management, the company, founded in 2018, has positioned itself as an alternative to traditional private banks.

Transparency as the foundation of long-term partnerships
At Novum Partners SA, Geneva, transparency is not just a word on paper. It permeates every area of the company, from the initial client consultation to regular reporting. This is more than just a buzzword. In an industry where trust is built up over decades, transparency means open communication about opportunities and risks, transparent cost structures and honest assessments. Even in difficult market phases.

This philosophy is reflected in our practical work. Clients have access to their own portal, which offers real-time insights into their investment portfolios. No nasty surprises in quarterly reports, no hidden fees. Sounds simple? In practice, it is quite challenging to implement. Wealthy families in particular often have complex structures spanning multiple jurisdictions.

The time factor in consulting
Time is a scarce commodity. Especially for wealthy families with complex structures. Novum Partners Geneva has responded to this and deliberately works with a limited number of clients. This enables intensive support that goes beyond standardised solutions. A one-to-one advisor-client ratio is not a marketing cliché, but a reality.

Why does this work? Because advisors can actually take the time to understand the complex needs of their clients. Sometimes an initial consultation takes several hours. Is this normal? Not at all. But it is necessary when it comes to wealth that has been built up over generations.

Independence as a quality feature for family office services
Independence from banking products gives the company a decisive advantage. Without their own financial products in their portfolio, the advisors can actually seek the best solution for each individual case. This asset allocation strategy is based on objective criteria, not on the sales targets of internal departments.

That sounds theoretical, but it has practical implications. For example, if a family wants to diversify its liquidity, the team looks worldwide for the best options. Not just within the in-house product range of a large bank.

Novum Capital Partners 1

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