Our services

Independent research. Decisions grounded in data.

Nomera Capital provides Fund Research & Analysis through Portugal Funds self-service access or guided research. Golden Visa Legal Advisory is provided independently by Pares Advogados. Explore the data yourself or start with a discovery call for accompanied support.

No commissions from funds. No commercial incentive to favour one fund or manager. Consistent research across strategies and structures.

Choose your path

Two independent services.

Explore the evidence yourself, work with Nomera Capital on fund research, or engage Pares Advogados for legal advice. Choose either service or both; each provider has its own scope and terms.

01

Fund Research & Analysis

Nomera Capital

Accompanied

Guided Fund Research

Comparative analysis, document review and explanations, with six months of Portugal Funds app subscription included.

Discovery call → Agreed scope → ResearchOngoing monitoring is optional
Explore guided research
Independent providers. No referral commissions or incentives between them. A subscription does not require consultancy or legal services.

01 · Nomera Capital

Fund Research & Analysis

Our proprietary database connects Portuguese funds and managers with portfolios, economic exposures, fee structures and source documents. We cover open-ended and closed-ended strategies, including Golden Visa-classified funds, without commissions from funds or a commercial incentive to favour one fund or manager.

Underlying exposures

Look through reported holdings to economic activities, including hospitality, collectibles and digital assets.

Fees and terms

Compare fee mechanics, subscription conditions, liquidity and distributions using the relevant class documents.

Proprietary research

Explore Stock Picking Ability, Downside Protection, portfolio insights and historical performance with dates and methodology.

Managers and access

Review manager information, financial data and investor-access conditions, where reported, alongside supporting sources.

1.1 · Self-service

Portugal Funds Database

Subscribe for independent access to fund and manager data, documents, portfolio research, comparisons and analytical tools. Explore the full Portuguese fund universe at your own pace and form your own conclusions.

Explore → Subscribe → Research. No discovery call or consultancy engagement required.

Explore the platform and current plans on the dedicated Portugal Funds website. Subscription, registration and sign-in are handled in the app.

View plans and pricingSubscribe to Portugal Funds

1.2 · Accompanied research

Guided Fund Research

Work with Nomera Capital on a defined research question, supported by Portugal Funds data and source documents. Start with a free discovery call to discuss the scope and receive a proposal. The introductory call is separate from the research engagement. Guided Fund Research includes a six-month subscription to the Portugal Funds app.

Comparative fund research

  • Define the research scope and objective comparison criteria.
  • Six months of Portugal Funds app subscription included.
  • Compare funds and managers across strategy, portfolio, track record, liquidity, fees, risk characteristics and terms.
  • Receive a comparative research report with the data, sources and assumptions explained.

Documents and investor access

  • Review relevant fund documents and reported access conditions.
  • Identify funds reporting acceptance of US investors and availability of PFIC/QEF reporting.
  • Arrange research meetings or calls with fund managers.
  • Coordinate research questions with your legal counsel and US tax adviser, where applicable.

Scenarios and subscription support

  • Compare factual terms and hypothetical cash-flow scenarios using consistent assumptions.
  • Understand fee calculations and distribution mechanics.
  • Receive administrative support with subscription documentation and process coordination.
  • Investment decisions remain with the investor; legal and tax assessments remain with the relevant professionals.

Research updates

  • Research updates during the first 12 months within the agreed engagement.
  • Follow changes in fund information, portfolios and supporting documents.
  • Discuss findings and the available evidence.
  • The proposal confirms deliverables, access, timing and fees.
Book a research discovery call

Fund Research & Analysis provides information and explanations. Nomera Capital is not authorised to provide investment advice. We do not make personal investment recommendations, select funds as suitable for you or assess suitability. PFIC/QEF reporting availability is distinct from tax advice.

Optional · Ongoing Fund Monitoring & Research

Agree a continued research service if you want structured updates and regular reviews. This is an optional scope, with conditions set out in the proposal.

  • Continued access to Portugal Funds.
  • Quarterly fund and manager updates.
  • Portfolio-company and underlying-asset developments.
  • NAV and performance monitoring.
  • Material changes in management teams and relevant regulatory developments.
  • Capital calls and distributions, where applicable.
  • Annual comparative review against the broader fund universe.
  • Up to two review meetings per year.
  • Research on liquidity terms, maturity and exit events.
  • Ongoing access to Nomera Capital for fund-related research questions.

Portugal Funds for organisations

Institutional access

Market intelligence and client workspaces for fund managers, immigration agencies, financial advisors and other service providers. Pricing and scope are tailored to your organisation.

For fund managers

Understand the competitive landscape and give clients a secure way to explore your funds.

  • Competitor insights across portfolios, positioning, fees and market activity.
  • Secure document sharing, with access permissions for each client.
  • Client accounts to review your funds, documents and supporting research.

For service providers

Connect fund research, referral relationships and your client experience in one workspace.

  • Identify fund managers offering referral agreements and manage your agreements.
  • Filter your workspace to the funds your organisation promotes.
  • Share fund information and documents securely through individual client accounts.
  • Keep client contact details within your organisation, without sharing them with Nomera Capital.

Your promoted-fund view reflects your organisation’s selection and referral relationships. Portugal Funds’ independent research covers the wider market; those relationships do not determine our research methodology or conclusions.

Explore institutional accessCustom proposal · Organisation and client access defined together