Nova Wealth
Nova Wealth is a privately held, small-scale (1-10 employees) investment management and financial advisory firm founded in 2004 and headquartered in St. Peter Port, Guernsey, serving clients with traditional wealth and advisory services.
- Company typePrivate
- Founded2004
- HeadquartersSt. Peter Port
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Nova Wealth does
Nova Wealth is a privately held wealth management and financial advisory firm founded in 2004 and based in St. Peter Port, Guernsey — a jurisdiction commonly used for offshore wealth structuring and fiduciary services. Per its firmographics, the company provides investment management and financial advisory services, implying a traditional advisory model built around client portfolio management and financial planning rather than a technology-led platform offering.
The firm operates at a small scale (1-10 employees) and has no public disclosures around products, pricing, customer mix, AUM, or revenue. Its web presence (novagroup.com) did not return substantive content at the time of data capture, returning only a verification/loading screen. There are no disclosed subsidiaries, parent company, funding rounds, partnerships, regulatory actions, M&A activity, or leadership changes in the input data, leaving the firm's operating footprint, client base, and product surface undocumented.
The apparent business model is a relationship-based advisory practice charging fees linked to assets under management or retainer-style engagements, which is standard for the wealth management sector. However, the absence of disclosed information on pricing, customer segments, distribution channels, technology stack, certifications, or geographic markets served means a fuller characterization of the operating model cannot be supported by the available evidence.
Nova Wealth firmographics
Firmographics- Name
- Nova Wealth
- Website
- https://novagroup.com
- Company type
- Private
- Founded year
- 2004
- Headcount range
- 1–10 employees
- Short description
- Nova Wealth is a privately held, small-scale (1-10 employees) investment management and financial advisory firm founded in 2004 and headquartered in St. Peter Port, Guernsey, serving clients with traditional wealth and advisory services.
- Ownership category
- akta.pro rank
Nova Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Nova Wealth is headquartered
LocationHeadquarters
- HQ city
- St. Peter Port
Markets served
Nova Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
Nova Wealth product offering
Product offeringCore offering
Nova Wealth provides investment management and financial advisory services to clients. The firm operates from St. Peter Port and serves as a boutique-style provider helping clients manage their investment portfolios and obtain financial planning guidance.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Professional management of client investment portfolios, providing oversight, allocation, and ongoing portfolio administration for individuals and families seeking to grow or preserve wealth.
- Financial Advisory Advisory services providing clients with financial planning guidance and personalized recommendations on wealth, investments, and related financial matters.
Companies that use Nova Wealth
Customer profileIdeal customer profiles1 record
Nova Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Nova Wealth competitors and assessment
Company assessmentRegional players
- Hawksford: Jersey-headquartered provider of fiduciary, family office, and wealth administration services — adjacent offshore Channel Islands wealth niche but Jersey-rather-than-Guernsey domiciled.
- Butterfield: Bermuda-headquartered wealth management group with Channel Islands presence serving HNW/UHNW clients with investment advisory and fiduciary services — comparable offshore wealth offering across a different jurisdiction.
- Bedell Cristin: Channel Islands fiduciary, advisory and wealth services firm — comparable boutique CI wealth-and-fiduciary positioning across Jersey and Guernsey.
Direct peers
- Suntera Global: Independent Guernsey-headquartered provider of wealth management, trust, and corporate services to HNW/UHNW clients — direct comparable on jurisdiction, size, and service mix.
- Killik & Co: UK boutique private client wealth manager offering discretionary and advisory portfolios to HNW individuals — comparable boutique model targeting similar self-directed and advised private client segment.
- Brooks Macdonald: UK-listed wealth manager providing discretionary investment management and financial planning services to private clients, with comparable offering and target market.
- Saffery Champness: UK-headquartered wealth management and advisory firm with an established Guernsey office offering investment management and financial advisory to private clients — closely comparable on services and Channel Islands footprint.
- Seven Investment Management: UK wealth manager offering discretionary, advisory, and financial planning services to private clients across the Channel Islands and UK — overlap in services and HNW client base.
Broad incumbents
- Rothschild & Co Wealth & Asset Management: Global private banking and wealth management division of Rothschild & Co serving HNW and UHNW families with investment advisory and fiduciary services — much larger scale incumbent overlapping with Nova Wealth's target segment.
- Rathbones Group: Established UK wealth manager with investment management and financial advisory offerings to HNW/private clients — broader incumbent competing for the same mandate pool.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks2 records
Key highlights3 records
Customer concentration
Nova Wealth social profiles
Digital presenceNova Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Nova Wealth leadership team
Management profileNumber of profiles
Nova Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Nova Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Nova Wealth
What does Nova Wealth do?
Nova Wealth provides investment management and financial advisory services to clients. The firm operates from St. Peter Port and serves as a boutique-style provider helping clients manage their investment portfolios and obtain financial planning guidance.
When was Nova Wealth founded?
Nova Wealth was founded in 2004. It employs 1 to 10 people.
Where is Nova Wealth based?
Nova Wealth is headquartered in St. Peter Port.
Who are Nova Wealth's main competitors?
Regional players on record are Hawksford, Butterfield and Bedell Cristin. Direct peers are Suntera Global, Killik & Co, Brooks Macdonald, Saffery Champness and Seven Investment Management. Broad incumbents are Rothschild & Co Wealth & Asset Management and Rathbones Group.
Does Nova Wealth have an API?
No public API is recorded for Nova Wealth.
What industry is Nova Wealth in?
Nova Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.