Managing Assets
Discretionary and non-discretionary management of client investment portfolios, built around your objectives and risk tolerance.
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Services & Solutions
Five disciplines. One independent mandate.
From portfolio management to credit structuring, every service we offer sits under Nuvanta's DFSA-regulated umbrella — coordinated for you, never sold to you.
What we do
Business Activities
Advising on Financial Products
Independent, tailored investment advice across a full range of regulated financial instruments.
Arranging Deals on Investments
Facilitating execution and transaction structuring on your behalf, coordinated through trusted banking partners.
Arranging Custody
Coordinating the safekeeping and custody of client assets through regulated custodian partners — assets never sit with us.
Arranging & Advising on Credit
Structuring and advising on credit facilities suited to your investment objectives.
How it works
External Asset Management
Under the External Asset Manager (EAM) model, Nuvanta facilitates the opening of accounts held directly in the client's name at a partner custodian bank.
The client then grants Nuvanta a Limited Power of Attorney (LPOA), authorising us to manage their portfolio and oversee asset allocation as an independent third party.
The LPOA is strictly limited in scope — it does not permit Nuvanta to transfer or withdraw client assets. Your assets stay at your own bank, in your own name.
- Client → Nuvanta Capital Asset Management Agreement — you appoint us to manage the portfolio.
- Nuvanta Capital → Private Bank Co-operation Agreement — we are recognised by the bank as your external manager.
- Client → Private Bank Custody Agreement — the account and the assets are yours, held in your own name.
Onboarding
Getting started
From first conversation to funded mandate, in five steps.
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01
Introduction
An initial confidential conversation about your objectives, time horizon, and what you need from a manager.
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02
Classification
We confirm your status as a Professional Client, as defined under the DFSA Rulebook.
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03
Account opening
An account is opened in your own name at the partner custodian bank best suited to your mandate.
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04
Mandate
The Asset Management Agreement and Limited Power of Attorney are signed, setting the scope of our authority.
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05
Portfolio construction
The portfolio is built to your mandate and managed on an ongoing basis.
Transparency
You are never taking our word for it.
Because your account sits with your own custodian bank, your statements come to you from the bank directly — not from us. That is the practical consequence of the EAM model: an independent record of every holding and every transaction, issued by the institution that holds the assets.
Alongside it, Nuvanta provides a consolidated portfolio view covering performance, allocation, and activity across the mandate.
TODO — confirm reporting cadence (monthly / quarterly), format (PDF, portal, in person), and whether the consolidated view spans accounts held at more than one custodian.
Fees
What it costs
TODO — fee model. Needs a client decision on whether to publish the structure, the principle only, or nothing at all. See the note in the page source for the options and how each affects the independence claims made elsewhere on the site.
What you can access
Products
A full shelf of public and private market instruments — selected independently, for your mandate alone.
Equities
TODO — access and typical use
Fixed Income
TODO — access and typical use
Mutual Funds
TODO — access and typical use
Private Equity
TODO — access and typical use
Private Credit
TODO — access and typical use
Structured Products
TODO — access and typical use
Foreign Exchange
TODO — access and typical use
Credit Linked Notes
TODO — access and typical use
Deposits
TODO — access and typical use
Shari'ah-compliant investments
TODO — access and typical use
Clients
Who we serve
High-Net-Worth Individuals
Bespoke portfolio management and advisory for individuals who want a single, independent partner across their wealth.
Family Offices
Coordinated investment execution, custody, and credit structuring for multi-generational family capital.
Corporates
Treasury and investment mandates structured around a company's specific liquidity, risk, and return requirements.
Who we work with
Strategic Partners
Client assets are held and executed through regulated custodian and execution partners across the UAE and Switzerland — never with Nuvanta.
Emirates NBD
UAE
TODO — institution type and role for the client
Swissquote
Switzerland & UAE
TODO — institution type and role for the client, including the eForex platform
Apeiron
UAE
TODO — institution type and role for the client
Silex
Switzerland
TODO — institution type and role for the client
Begin
Let's structure the right mandate.
Tell us about your objectives and we'll arrange a confidential introduction.
Request an introduction