INNOVA CAPITAL S.A. IS A MEMBER OF THE SUPERVISORY ORGANISATION FOR FINANCIAL INTERMEDIARIES & TRUSTEES (SO-FIT)

EXPERIENCED WEALTH ADVISORS MANAGING YOUR TRUSTED ASSETS WITH A COMMON SET OF VALUES.

Our advocacy for families is founded on our deep experience working both at and with the world’s top financial institutions. Our firm has the technical expertise to understand your family’s broad financial picture, plus a sophisticated comprehension of the inner workings of large financial companies. This combination guarantees our service providers are working aligned towards the best interests of your family in a highly cost-effective way.

  • We are a committed advocate for your family’s long-term interests and goals.
  • As an independent advisory firm, we have no financial interest in selling you products, avoiding marketing strategies and conflicts of interests.
  • Being on your and your family’s side is part of our DNA. We stand together with you in front of your financial institution.

PROTECTING YOUR WEALTH IS A RESPONSIBILITY. FOR US, INDEPENDENCE IS NON-NEGOTIABLE.

The key to understanding the difference between real independence, and dependency in others, is to know where the primary source of compensation comes from. At Innova Capital S.A., Independence is clear and not negotiable. We strive to protect our customer’s interests first.

INNOVA CAPITAL S.A. AT A GLANCE

  • Innova Capital S.A. is an independent advisory firm based in Geneva, Switzerland, founded in May 2016.
  • The company is owned and run by its founding partner, Jorge I. Jimenez H.
  • We are a Member of the Supervisory Organization For Financial Intermediaries & Trustees (SO-FIT)
  • The company is subscribed to the Financial Services Ombudsman – FINSOM, for the resolution of conflicts and dispute management in the Swiss financial sector.
  • Innova Capital S.A. provides in-depth expertise in wealth management, structuring and trading. Our network brings over 20 years of experience in the financial services industry working with top financial institutions in Latin America, the U.S. and Switzerland.
  • Innova Capital S.A provides advisory services for families in Latin America, Switzerland and Europe, while having customer’s assets in custody with top financial institutions located in Switzerland and the U.S.
  • We currently work with over 25 families located in Latin America, Europe and Switzerland.
  • Innova Capital S.A. is an independent, fee-only advisory firm.

AS AN INDEPENDENT, FEE-ONLY ADVISORY FIRM, INNOVA CAPITAL S.A. IS DEFINED BY THE FOLLOWING PRINCIPALS:

  • Customer First - Innova Capital S.A. has a moral and legal obligation to place its customer’s interests first, ahead of everything else.
  • Absolute Transparency - Our compensation comes only from our customers, defined by a simple, transparent advisory fee that removes any actual or potential conflicts of interest that arise from sales-based compensation schemes. We don’t receive any referral fees derived from our advisory activities.
  • Total Independence – Freedom of influence from any financial services firm, bank or broker allows us to asses your needs, design your financial strategy and help you find the financial solutions which are suitable for your risk tolerance and investment profile.

MANAGING YOUR WEALTH REQUIRES COMMITMENT, TRANSPARENCY & TRUST.

Managing your wealth is at the core of what we do. At Innova Capital S.A., we are committed to protect your assets through time by providing efficient solutions which both address your needs and are also aligned with your risk tolerance. It is not only about asset allocation, it is also about understanding your long-term goals.

OUR INVESTMENT PROCESS

Innova Capital S.A. offers a structured and transparent investment process coupled with a high level of investment expertise.

  • We start with you. Establishing your needs and goals, your investment horizon and your family’s short, medium and long term financial expectations.
  • We rely on our strong network of business partners, experienced financial professionals who conduct regular analyses of the global economic outlook and identify new investment trends.
  • We couple your needs and goals with our analyses and design a customized strategy, which constitutes the basis for the long-term and strategic orientation of your portfolio. Tactical adjustments are made to your portfolio allocation to seize market opportunities and to make shifts in your strategic orientation over the short to medium term.
  • We coordinate the effective implementation of the strategy, while periodically monitoring it with you.
  • We manage risk actively in order to ensure that the agreed goals are met.

In many wealth management relationships, families are at a disadvantage because the bank or brokerage firm puts the interests of the firm before the interests of the customers. Instead of receiving advice, these families frequently receive recommendations based on the compensation and incentives the advisor may receive. We are duty-bound to act in our client families’ best interests and are never compensated by any third party for recommendations we make. Do you have any questions about our advisory? We would be pleased to offer you further information and advice. Contact Us.

WE STRIVE TO IDENTIFY BUSINESS OPPORTUNITIES WHERE OTHERS DON’T.

In a world full with opportunities, strategic investment selection becomes a complex task. At Innova Capital, we search, evaluate and offer concrete solutions in order to implement our customer’s investment strategies.

CUSTOMIZED SOLUTIONS & SERVICE

Each family presents its own needs. Depending on what they require, we have access to a worldwide range of customized solutions offered by our select network. Goals and needs change over time due to factors involving the evolution in the regulatory environment, the sophistication of the market trends and most importantly, the family’s permanent changes brought with the pass of time.

THE IMPORTANCE OF KNOW HOW AND EXPERIENCE SHARING

Our experience has given us research, knowledge and solutions that have satisfied the needs of other families. This often gives us a head start, enabling us to act for you in a more efficient and cost effective manner. We will implement the investment strategies proposed and agreed by our customers through the use of the custodian’s open architecture network and bring external options when additional needs require it. We believe in simplicity when implementing an investment strategy and our network will ensure.

YOUR FAMILY’S FUTURE IS CONNECTED TO THE DECISIONS YOU MAKE TODAY.

Your family’s future is connected to the decisions you make today and tomorrow.

At Innova Capital S.A., we understand the importance of these decisions and their impact of future generations. We remain beside our customers in order to provide all the support and expertise required to follow the best possible route in the generational planning spectrum.

Our service and advice is provided by professionals whose breadth of experience has fulfilled a multitude of family needs. They have access to a global network of legal, financial, fiduciary and other experts and will place that network at your disposal.

WE ARE PREPARED TO LISTEN TO YOUR NEEDS AND READY TO CONVERT THEM INTO A MASTER ACTION PLAN.

Innova Capital S.A. provides in-depth expertise in wealth management, structuring and trading. Our team brings over 20 years of experience in the financial services industry working with top financial institutions in Latin America, the U.S. and Switzerland.

OUR TEAM

JORGE I. JIMENEZ H.

Mr. Jimenez brings over 20 years of experience in the financial services industry.

In addition to portfolio management and financial forecasting, he has developed a career in financial advisory services working with top tier financial institutions. During his active career, he has worked in Latin America, The United States and Switzerland. This has allowed Mr. Jimenez to gain experience in a variety of functional areas around the financial services industry in different jurisdictions as well achieving a high level of understanding of the diverse cultural values and traditions of each region he has lived in. Mr. Jimenez brings over 7 years of academic background in areas like business, finance and international relations. He has studied both in Latin America and the United States. A copy from his CV can be obtained upon request.

MIGUEL BARBER L.

Mr. Barber brings over 5 years of experience in management and financial markets with experience as an entrepreneur and most recently in his career in financial institutions in specific areas like lending, market research, and trading execution. He has specialized most of his career in the creation of a network around Europe (Iberia) and in additionally acquiring a variety of skills in servicing customers who are based between Latin America and the European region. Mr. Barber is fluent in four different languages and has an academic background in Business Administration. A copy from his CV can be obtained upon request.

SUCCESS IS SIMPLY A MATTER OF PERSPECTIVE.

Jorge I. Jimenez
INNOVA CAPITAL S.A
Route de la Capite 121 | CH-1223 Cologny

(D) +41 79 477 9396

https://www.innova.capital

info@innova.capital