HNI ADVISORY
Tailored Investment Solutions for High-Net-Worth Investors
Comprehensive portfolio construction, unlisted share sourcing, pre-IPO allocations, and exit strategy planning for investors with significant capital.
Questions
Frequently Asked Questions
Who qualifies as an HNI client at Neoma?
There is no hard minimum to start a conversation. Our HNI advisory is built for investors deploying significant capital across unlisted shares, pre-IPO allocations and global markets.
What does an HNI advisory engagement include?
Portfolio construction, unlisted-share sourcing, pre-IPO allocations, global diversification and exit-strategy planning - supported by our dedicated advisory team.
How much of my portfolio should be in unlisted or alternative assets?
Most advisors suggest capping illiquid and alternative allocations at an indicative 10–20% of the total portfolio. We tailor this to your risk profile, time horizon and liquidity needs.
Is there a fee to begin?
The initial discovery call and risk profiling are complimentary. Any product-level charges are disclosed transparently before you invest.
Interested in HNI Investment Advisory?
Book a free advisory call to discuss your requirements with our team.