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Discretionary Portfolios
Portfolio management aligned with client objectives, risk parameters and investment horizons.
INTRODUCTION
Nomis Asset Management
Nomis is an independent asset management company covering wealth and estate planning, with a professional focus on tailored wealth solutions and long-term client relationships. Our services include discretionary portfolio management, independent advisory and execution services, and fund management for individuals, families, corporations, foundations and trusts.
We can manage and administer clients’ existing banking relationships globally and assist with establishing new relationships with international banks across a range of geographical location.
Get in Touch
GLOBAL REACHPortfolio • Advisory • Execution
OUR PRODUCTS
Solutions built around your needs
Our team combines deep investment and asset management experience across a range of professional services.
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Portfolio Advisory
Independent investment guidance designed to support informed portfolio decisions.
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Execution Services
Global multi-asset execution through a network of custodians and brokers.
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Fund Structuring
Support for fund structures and investment vehicles tailored to professional requirements.
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Portfolio Managers Platform
A professional platform for portfolio managers and investment relationships.
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Appointed Representative Services
Infrastructure and support for professional representatives operating within a regulated framework.
OUR INVESTMENT APPROACH
Disciplined, transparent and client-focused
We combine investment discipline with an understanding of each client’s circumstances. Our approach considers objectives, liquidity, time horizon and risk constraints when shaping a portfolio or mandate.
01Understand the client
02Define the mandate
03Implement and monitor
04Review and adapt
INVESTMENT OUTLOOK
Investment Outlook 2026
Our outlook section provides a framework for discussing market developments, portfolio positioning and themes relevant to clients.
OUR LOCATION
CONTACT
Let’s talk about your objectives.
Contact the Nomis team to discuss a portfolio, advisory mandate, execution requirement or professional services enquiry.
Email: info@nomis.com