What We Do
We help institutional investors understand and reduce the costs of all their investment, both visible and hidden.
We tackle head on the problem of lack of cost transparency that leads to high investing costs and help our clients negotiate best-in-class fee structures. We aim to Reveal the true picture of where you are spending your money; Understand whether the expenditure adds value and whether it’s level is justifiable; and if necessary Act to reduce it.
Why Use Us
Lower fees and expenses result in improved returns – we assist you in generating ‘non-investment alpha’, with no changes to an existing portfolio and no additional investment risk. Novarca is uniquely placed to work with you in understanding and optimizing your investment expenses. Our depth of experience, along with specialist information, unique tools and a broad range of resources allows our clients to benefit from our accumulated knowledge, a valuable resource that might be a challenge for any single investor to replicate. And importantly, our business principles and fee structure have been developed so that our interests are fully and properly aligned with yours.
Novarca was founded in 2006 in Switzerland. Today our team of 30+ partners and associates operate across Europe and Asia and in the US.
We expect fundamental change to take place in the financial industry. One of the most important changes will be the significant reduction of information asymmetry between investors and providers as asset owners increasingly avoid investments that do not give them full visibility on cost. Our mission is to help make that change happen, by bridging the information asymmetry between investors and service providers. We want to make investing more transparent and, in the process, bring down investment costs.
We have advised and analysed over $1.5 trillion of assets and have built a comprehensive proprietary database of best practices and “deals done”. Our clients are institutional investors such as pension funds, sovereign wealth funds, corporates and family offices.
If you have a specific enquiry or would like to arrange a meeting to discuss your project, please email us or contact one of our key partners around the world.
We work with some of the largest asset owner across the world. If you have a technology related idea that will help asset owners become more efficient investors, we are interested to learn more about it. Please note that we are not interested in receiving any information about investment products.
Our global offices are located in the most important financial markets.
Click the location for key office details.