Global markets, local stability: the philosophy of Novum Partners

Novum Partners SA combines international investment opportunities with the stability of local structures in Switzerland.

Novum Partners SA from Geneva, formerly known as Novum Capital Partners SA, has developed a philosophy that combines global investment opportunities with the security and stability of the Swiss financial centre. This approach enables ultra-high-net-worth families to benefit from global opportunities without sacrificing proven legal certainty.

In an increasingly interconnected financial world, wealthy families face a dilemma: they want to benefit from global investment opportunities, but at the same time need stability and legal certainty. Family office services must master this balancing act. Novum Partners SA from Geneva has found a clear answer to this: the combination of global reach and local roots. The company uses its Swiss foundation as a basis for international activities, thus creating the best of both worlds for its clients.

Switzerland as a strategic foundation

Switzerland offers a number of advantages that other financial centres find difficult to replicate. Political stability over decades, a proven legal system and a currency that retains its value even in times of crisis. These factors make the country an ideal base for international asset management.

Novum Partners SA makes clever use of this foundation. The Geneva-based company, formerly known as Novum Capital Partners SA, deliberately chose Switzerland as its location – not only because of the tax advantages, but above all because of the legal certainty and stability it offers.

This local presence inspires confidence among international clients. They know that their assets are held in a country that has proven its neutrality over centuries. At the same time, they benefit from Swiss financial regulation, which is among the strictest and most reliable in the world.

Regulatory certainty as a competitive advantage

Swiss financial regulation may be strict, but it is also predictable. Changes are carefully considered and communicated with sufficient advance notice. This creates planning security – an invaluable advantage in an unpredictable world.

This stability pays off, especially in the case of long-term asset structures. Trusts, foundations or complex holding structures need a reliable legal framework. Anyone planning their assets across generations cannot afford political experiments.

Investment portfolios with global reach

From a stable Swiss base, the whole world can be conquered. Modern investment portfolios are no longer limited to one country or region. The best opportunities can be found everywhere – from American technology stocks to European SMEs to Asian growth markets.

Novum Partners from Geneva has access to all major markets worldwide. The company works with first-class partners in various regions, enabling it to tap into optimal investment opportunities for its clients.

This global reach brings considerable diversification benefits. When one market weakens, others compensate for the losses. Geographical diversification is more important today than ever before.

At the same time, the global perspective opens up opportunities that purely local investors miss out on. New technologies often emerge in Silicon Valley, innovative business models in Asia, and solid dividend stocks in Europe. Those who are everywhere don’t miss a thing.

Asset allocation strategy for international diversification

A well-thought-out asset allocation strategy automatically takes global factors into account today. Currency risks, political developments in various countries, international trade flows – all of these factors are incorporated into modern allocation decisions.

This international perspective is particularly valuable in times of crisis. While local investors often panic, globally oriented portfolios can take advantage of opportunities in other markets.

Alternative investments from around the world

Alternative investments offer particularly interesting opportunities for global diversification. Private equity funds in different regions, infrastructure investments on different continents – the choice is huge.

These investments are often only accessible to very wealthy investors. However, they also offer the opportunity to benefit from local characteristics. An infrastructure fund in India works very differently from one in Germany.

Credit consulting across borders

Financing solutions are also becoming increasingly international. Today, credit consulting often means finding the best terms worldwide and combining them skilfully. A Lombard loan in Switzerland, real estate financing in London, corporate financing in Singapore – everything can be coordinated.

This international approach brings considerable cost advantages. Different markets have different interest rates and credit standards. Those who combine them skilfully can save a lot of money.

At the same time, tax optimisation opportunities open up. Cross-border financing can create tax advantages in the right structure without crossing legal or regulatory boundaries.

The challenge lies in coordination. Different legal systems, different currencies, changing regulations – bringing all of this together requires real expertise.

Success factors for international credit consulting are:

Local presence: Local partners are familiar with local conditions and customs
Currency management: skilful hedging against exchange rate risks
Regulatory expertise: different countries have different regulations for financing
Tax optimisation: international structures often offer tax advantages

Legal structures for global families

International families need international structures. Assets in different countries, family members on different continents, business interests around the globe – all of this needs to be coordinated.

Switzerland offers ideal conditions for this. Swiss companies and foundations enjoy worldwide recognition. At the same time, the country has double taxation agreements with almost all important jurisdictions.

Local expertise with a global network

The combination of local expertise and a global network is the key to success. Novum Partners SA has in-depth knowledge of the Swiss market and, at the same time, a worldwide network of first-class partners.

The network is particularly valuable when it comes to special requirements. New yacht consultancy services, for example, require contacts with shipyards, brokers and technicians around the globe. Only with a strong network can such specialised services be offered successfully.

The importance of cultural competence

International business is always cultural business. What works in Switzerland may be completely wrong in Asia. What is normal in America may be considered inappropriate in Europe.

Successful international asset management therefore requires cultural sensitivity. Partners must know and respect local customs. This is the only way to build trusting, long-term relationships.

The future of global asset management

The world is becoming more connected, not less. International family wealth will continue to grow and cross-border investments will increase. At the same time, the call for stability and security is growing louder.

This development plays into the hands of companies such as Novum Partners SA. The combination of global reach and local stability is becoming an increasingly important factor for success.

Important trends for the future are:

Digital networking: Technology makes international cooperation easier and more efficient
Regulatory harmonisation: International standards facilitate cross-border transactions
Sustainability: ESG criteria are also becoming more important in international investments
Family mobility: International families are becoming more mobile and need appropriate services

The philosophy of ‘global markets, local stability’ will make the most of these trends. Swiss stability as a foundation, international opportunities as growth drivers – this combination has a bright future.