Wealth That Transcends Generations
Innovia Trust provides bespoke investment advisory, family office coordination, and multi-generational wealth structuring for high-net-worth individuals and institutional clients across 34 countries.
Minimum engagement from $500,000 AUM · SEC Registered · FINMA Supervised
A Complete Architecture
for Private Wealth
Every mandate is unique. We begin with a thorough discovery process before crafting a strategy calibrated precisely to your capital, timeline, and legacy objectives.
Discretionary Portfolio Management
We assume full investment discretion on your behalf, deploying capital across equities, fixed income, alternatives, and real assets through a rigorous, research-driven process with proven risk management frameworks.
Family Office Services
Consolidated oversight of all family financial matters — investment coordination, tax optimisation, estate planning, philanthropy, and next-generation financial education.
Trust & Estate Structuring
Sophisticated trust architectures, succession planning, and cross-border estate structuring to preserve and transfer wealth with maximum efficiency and minimum friction.
Alternative Investments
Exclusive access to private equity co-investments, hedge funds, real estate, infrastructure, and venture capital — opportunities typically reserved for institutional allocators.
Philanthropic Advisory
Strategic design of charitable giving programmes, foundation establishment, impact investment mandates, and cross-border philanthropic structures aligned with your values.
Capital Preserved.
Legacy Multiplied.
We believe wealth management begins where financial planning ends. True stewardship demands patience, rigour, and an unwavering commitment to your family's long-term interests — not short-term performance metrics.
Every strategy we construct starts with one question: what does this capital need to accomplish across the next three generations? That question shapes every allocation decision, every risk parameter, every hedge.
Preservation First
Protecting capital in adverse conditions is the foundation of compounding wealth over decades.
Alignment of Interest
Our advisers invest alongside clients. We have no proprietary products or third-party distribution agreements.
Intellectual Rigour
Every investment thesis is challenged, documented, and reviewed. Conviction is earned through evidence, not consensus.
Generational Thinking
We measure success in decades, not quarters. Our mandates are designed to outlast market cycles.
Consistent Returns Across
Every Market Cycle
Composite performance of Innovia Trust's flagship balanced mandate since inception. Net of all fees. Past performance does not guarantee future results.
*Performance data is audited annually by PricewaterhouseCoopers. Returns shown net of management and performance fees. Individual results may vary.
Diversification Without
Dilution
Our approach to asset allocation is dynamic — continuously adjusting exposures based on market regime, valuation, and macro factors. We believe true diversification is about uncorrelated return streams, not simply holding many assets.
The Standard of Care You
Have Always Deserved
Not all wealth managers are created equal. The difference lies in alignment, transparency, and the depth of expertise brought to each client relationship.
Fee Transparency
A single annual management fee. No performance fees on market beta, no hidden spreads, no retrocession payments from fund managers.
Independent Research
Our investment committee publishes all research internally. We have no sell-side affiliations and purchase all third-party research at arm's length.
Dedicated Adviser Ratio
Each adviser manages no more than 25 client relationships, ensuring genuine attention and deep familiarity with your complete financial picture.
Full Custody Segregation
Client assets are held in segregated accounts at prime custodian institutions — entirely separate from Innovia Trust's own balance sheet.
The Minds Entrusted with
Your Capital
Our investment committee combines decades of institutional portfolio management, macroeconomic research, and alternative investment expertise.
Richard Ashworth
Chief Investment Officer & Founder22 years managing institutional capital at Goldman Sachs Private Wealth and BlackRock. Portfolio management across 4 full market cycles.
Dr. Isabelle Moreau
Head of Macro StrategyPhD Economics, Sciences Po Paris. Former Senior Economist at the IMF and BNP Paribas. Specialist in global macro regimes and currency risk.
Jonathan Osei-Bonsu
Head of Alternatives18 years in private equity and hedge fund due diligence at KKR and Citadel. Manages our $1.2B alternatives allocation across 40+ funds.
Yuki Tanaka
Head of Risk ManagementArchitect of our proprietary multi-factor risk model. Previously led quantitative risk at Man Group and Winton. 14 years in systematic strategies.
Live Market Monitor
Real-time data across the asset classes we actively manage. Updated continuously during trading hours.
Our Investment Perspectives
In the Words of
Our Clients
A Conversation Changes
Everything
Your first consultation is private, obligation-free, and conducted by a senior adviser. We spend time understanding your situation before offering a single recommendation.
"The first meeting with Innovia was unlike any I'd had with a wealth manager. They asked about my family, not just my portfolio."
— Private Client, London
Request a Private Consultation
A senior adviser will contact you within one business day. All enquiries are strictly confidential.