Who We Are
Novare Wealth & Invest is the advisory division of Novare Holdings, dedicated to stewarding and preserving family wealth across generations. Founded in South Africa in the year 2000, Novare Holdings stands on a 25 year legacy of African innovation. Evolving from an integrated investment platform into an advisory firm, we are guided by our overarching vision: Built for FAMILIES, designed for GENERATIONS.
We go beyond traditional Wealth and Investment management, acting as longterm stewards who protect what matters most and shape prosperity that lasts across generations. Through strategic and academically rigorous thought leadership, we design solutions that safeguard in vestments, support evolving lifestyles, and strengthen family legacies.
We firmly believe that poor estate planning and structuring can significantly erode investment portfolios over time. Therefore, wealth planning, encompassing both estate planning and structuring, is a fundamental component of every investment strategy we meticulously design for our clients.
"Shaping an inspired future, rooted in a distinct heritage"
Our Presence
Novare is a pan‑African investment group with a truly global footprint, deploying capital with intention across key markets including Nigeria, Mozambique, Zambia, Netherlands and the USA. Our strength lies in combining local knowledge with global standards.
Through our integrated investment platforms, we identify and unlock opportunities that are distinctive, sustainable, and aligned with long‑term value creation, demonstrating that our presence is defined not only by geography, but by impact‑led growth that advances our clients’ portfolios and the markets we serve.
SOUTH AFRICA (Johannesburg) Head Office
Third Floor
30 Jellicoe Avenue
Rosebank
Johannesburg
2196
South Africa
Tel: +27 (0) 11 447 9605
SOUTH AFRICA (Cape Town)
Third Floor, The Cliffs Office Block 1
Niagara Way, Tyger Falls
Carl Cronje Drive
Bellville
7530
South Africa
Tel: +27 (0) 21 914 3944
MAURITIUS (Grand Baie)
Grand Baie Coeur De Ville
2nd Floor, Hub 9
Grand Baie
Mauritius
Tel: +230 5707 5560
NIGERIA (Lagos)
Ground Floor, Novare Lekki
Cnr of Lekki-Epe Expressway
and Monastery Road Sangotedo
Lekki Lagos
Tel: +234 908 567 8888
NIGERIA (Abuja)
Third Floor, Novare Central
Plot 502, Dalaba Street,
Off Michael Okpara Way,
Wuse Zone 5, Abuja
Tel: +234 810 669 3172
ZAMBIA (Lusaka)
Twin Palms Shopping Mall
Centre Management Office
Plot 862, Salama Park
Avondale, Lusaka
Tel: +260 211 280 050
EUROPE (The Netherlands)
Jansbuitensingel 7
6811AA Arnhem
The Netherlands
Tel: +31 (0)62 726 0961
Channel Islands (Jersey)
St Helier
Jersey
JE2 3QA
Channel Islands
Mozambique (Matola)
EN4, EN/Rua 14
145 intersection
Matola
Mozambique
Tel: +258 84 034 4560
E-mail: info@novare-matola.com
A team of trusted specialists shaping meaningful, long‑term value with unwavering excellence across Africa and beyond.
Our Solutions
Wealth Management
Wealth planning is not about products; it is about continuity, control, and peace of mind. At Novare Wealth & Invest, we begin by understanding your legacy - your family structure, responsibilities, and long-term intentions. Only once this foundation is clear do we structure capital around it, ensuring your wealth serves its purpose across generations.
Estate and succession
planning
Designed to protect your legacy and ensure a seamless transfer of wealth across generations. We provide strategic structuring, fiduciary coordination, tax-efficient planning, and tailored succession solutions that safeguard your assets, preserve family harmony, and provide long-term continuity for both personal estates and family businesses.
Trusts and bespoke
legal structures
Crafted to provide robust asset protection, tax efficiency, and long‑term wealth preservation. Leveraging our expertise, scale, and specialist partners, we design and implement tailored trust structures, holding companies, and cross‑generational planning frameworks that align with your family’s objectives, business interests, and succession strategy, ensuring control, continuity, and strategic flexibility.
Business continuity
planning
Ensures that your enterprise remains resilient, protected, and operational across generations and through unforeseen events. We design structured succession pathways, key‑person risk solutions, and liquidity strategies that safeguard leadership transitions, preserve enterprise value, and provide certainty for stakeholders, securing both your business legacy and your family’s wealth.
Estate liquidity and
tax - efficient structuring
Designed to ensure your estate has the liquidity required to meet obligations without compromising long‑term wealth. Through strategic planning, asset structuring, and coordinated funding solutions, we mitigate estate duty exposure, optimise tax outcomes, and protect intergenerational value, ensuring your legacy is transferred efficiently and without unnecessary erosion.
Risk planning for life,
disability and severe illness
Ensures that your financial strategy remains intact, regardless of life’s uncertainties. We structure comprehensive protection solutions that safeguard income, preserve capital, and protect family and business obligations, providing certainty, liquidity, and continuity when it matters most.
Investment Management
Investment management is not just about chasing returns; it is about alignment, resilience, and enduring value. At Novare Wealth & Invest, we begin by deeply understanding your legacy, your family’s aspirations, risk profile, time horizons, and long‑term objectives. Only then do we construct a tailored investment strategy that positions your capital to grow purposefully, navigate market cycles, and deliver sustainable performance across generations.
Pre-and post-
retirement planning
Designed to transition you seamlessly from wealth accumulation to sustainable income preservation. We structure disciplined retirement funding strategies, tax-efficient drawdown plans, and capital preservation frameworks that protect purchasing power, manage longevity risk, and provide long-term financial certainty, ensuring your retirement years are defined by freedom, stability, and confidence.
Local and offshore
investments
Provide strategically diversified exposure across South African and global markets. By combining domestic insight with international access, we construct tax-aware, risk-managed portfolios that enhance diversification, mitigate concentration risk, and capture global growth opportunities, positioning your wealth to perform across economic cycles and jurisdictions.
Independent investment
portfolio review
We provide an objective assessment of your existing investment portfolio, identifying unnecessary complexity, concentration risk, excessive fees, and misalignment with your long-term objectives. Through disciplined analysis and strategic optimisation, we ensure your portfolio remains aligned with your financial goals and wealth preservation strategy.
Alternative Investment
Advisory
Provide sophisticated access to diversified return drivers beyond traditional portfolios. We combine listed equity and fixed-income exposure with carefully selected alternative strategies and hedge funds to enhance risk-adjusted returns, manage downside volatility, and reduce correlation across market cycles, delivering institutional-grade portfolio construction tailored to long-term wealth preservation and growth.
Long-term, tax-efficient
investment structures
Designed to maximise compounding while minimising unnecessary tax leakage over time. Through strategic structuring, jurisdictional optimisation, and disciplined portfolio integration, we align your investments with the most appropriate vehicles to enhance after-tax returns, ensuring sustainable growth, regulatory alignment, and intergenerational wealth preservation.
Why Choose Us
Novare’s name translates to “let it be new,” encapsulating its core philosophy of pioneering innovative financial solutions. As a division of Novare Holdings, Novare Wealth & Invest continues this legacy.
Client-centric approach
Novare Wealth and Invest is an independent financial services provider. Consequently, we are not compelled to promote the products of any insurance or investment provider. Furthermore, the incentives of our Wealth & Invest advisors are primarily based on the long- term relationship and service they provide clients rather than upfront commissions for selling products. This ensures that our Wealth and Invest Advisors align with our client- centric approach by genuinely prioritising the client’s needs.
Generational wealth planning
We believe that Wealth and Investment planning is about generational continuity, control, and peace of mind, not just investment returns. Therefore, we design investment strategies around your family structure and long-term intentions first, ensuring your wealth protects both your investments and the lives they support.
A "Legacy First" philosophy
Generational wealth and investment planning frequently entail intricate tax and legal considerations. While we possess a comprehensive understanding of these domains, we advocate for the collaborative involvement of esteemed external auditors and legal professionals. This approach ensures that the clients receive one cohesive solution encompassing decades of collective expertise and experience, rather than relying on separate individuals.
Pan-African strength
With more than 25 years of experience and a robust footprint across Nigeria, Mozambique, and Zambia, we offer deep, on‑the‑ground insight into key African markets.
Supported by additional offices in the Netherlands, the USA, and Jersey, we combine regional expertise with global standards, governance, and reach.
Our teams don’t just invest in these markets; they anchor communities, strengthen infrastructure, and unlock opportunities that are both meaningful and enduring.
Institutional- grade expertise
We bring the rigor of institutional investment management to private wealth. You benefit from the same disciplined portfolio construction, robust risk management, and rigorous research that drive our large-scale strategies, tailored specifically for your personal objectives.