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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

Asset Management

Managing Assets

Discretionary and advisory portfolio management tailored to each client's financial objectives and risk tolerance.

Investment Advisory

Advising on Financial Products

Independent advice across global asset classes and regulated financial products.

Investment Execution

Arranging Deals on Investments

Efficient execution and transaction coordination through trusted banking partners.

Custody Arrangement

Arranging Custody

Coordination with regulated custodians while clients retain ownership of their assets.

Credit Advisory

Arranging & Advising on Credit

Financing and credit structuring aligned with investment strategies.

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.

TODO — confirm the actual onboarding sequence with the firm. Steps below are derived from the EAM model described in the profile deck, not supplied by Nuvanta.

01
Introduction

A confidential first conversation about your objectives, time horizon, and what you need from a manager.
02
Classification

We confirm your status as a Professional Client, as defined under the DFSA Rulebook.
03
Account opening

An account is opened at a partner custodian bank, in your own name.
04
Mandate

The Asset Management Agreement and Limited Power of Attorney are signed, setting the scope of our authority: management and allocation only.
05
Portfolio construction

The portfolio is built to your mandate and managed on an ongoing basis.

Start with a conversation

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.

What you can access

Products

A full shelf of public and private market instruments — selected independently, for your mandate alone.

Equities

Direct holdings in listed companies across developed and emerging markets, for long-term capital growth.

Fixed Income

Government and corporate bonds, held for predictable income and to anchor a portfolio's risk.

Mutual Funds

Pooled access to managed strategies, used where a specialist manager or a diversified position is preferable to direct holdings.

Private Equity

Access to unlisted companies and closed-ended funds, for capital able to be committed over a longer horizon.

Private Credit

Direct lending and non-bank credit strategies, used for yield outside public bond markets.

Structured Products

Instruments built to a defined payoff: capital protection, enhanced yield, or targeted market exposure, arranged through our issuing partners.

Foreign Exchange

Currency execution and hedging, for portfolios and liabilities that span more than one currency.

Credit Linked Notes

Notes whose return is tied to the credit performance of a reference issuer, used for targeted credit exposure.

Deposits

Term and call deposits held at the custodian bank, for liquidity and short-term capital preservation.

Shari'ah-compliant Investments

Screened equities, sukuk, and Shari'ah-compliant funds and structures, for mandates that require them.

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.

United Arab Emirates

Emirates NBD

UAE

One of the largest banking groups in the region, acting as custodian for client accounts held in the UAE.

Apeiron

UAE

TODO — confirm with the firm whether this partner provides custody, execution, or product issuance.

Switzerland & UAE

Swissquote