Nivalis Partners Ltd

Overview

Nivalis Partners Ltd combines investment management, wealth advisory, and health insurance services for private clients and families. The firm reports licensing by Hong Kong’s Securities and Futures Commission and Insurance Authority. Its disclaimer lists SFC CE number BBJ814 and Insurance Authority insurance broker licence FB1308.²

History

Nivalis Partners was established in 2013. The SFC licence history records regulated activities beginning on 4 September 2013.³

Leadership

Philippe Gontier is Managing Partner. The firm describes his 20 years of financial services experience as including fund management and medical insurance, with previous roles at an insurance broker and Invesco Asset Management.⁴

Peter Reichenbach, CFA, is Managing Partner. His background includes managing institutional and private client assets, serving as Managing Director of Swiss Re Asset Management in Hong Kong, and spending more than 15 years with UBS and Banca del Gottardo.⁴

Carlo Huerlimann is Managing Director. He has more than 30 years of wealth management experience, including 28 years at UBS and three years at BCGE in Hong Kong. He joined Nivalis in April 2025.⁴

Simon Chiu is Managing Director in charge of asset and wealth management. His previous positions included Managing Director roles at JPMorgan Chase Asia, BNP Paribas Hong Kong, and Guotai Junan group entities.⁴

Services

Nivalis offers Asian equity portfolios, Asian multi-assets portfolios, and global multi-assets portfolios through its asset management business.⁵

Its wealth management services include advisory mandates, discretionary mandates, asset allocation, and portfolio construction.⁶

The firm also provides comprehensive medical coverage solutions tailored to client needs, along with quotations and professional advice.⁷

What the firm offers

• Investment management
• Risk and insurance

Approach

Nivalis says its asset management approach reflects Asia’s long-term growth dynamics. It focuses on quality companies with sustainable growth prospects and reasonable valuations, supported by active portfolio management.⁵

The firm describes its wealth management philosophy as Asian biased, focused on long-term capital appreciation and secular trends, with an unconstrained approach.⁶

Nivalis’s news page highlights the Nivalis Asia ex Japan Fund, a Liechtenstein UCITS fund, and ESG investment updates focused on sustainable mining.⁸

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.