Novia Financial co-founder sets up advice company
It will target ‘lower-value’ clients with less complex needs
Novia
-
-
Novia Financial sold to private equity firm for undisclosed sum
Anacap has now made three acquisitions in the UK wealth management space over the last year
-
Adviser demand sees Whitechurch place ethical portfolios on platforms
Risk-rated ethical range achieves three-year track record
-
Novia’s Vasilieff calls on FCA to ban exit charges
The FCA should ban exit charges and admin fees charged by restricted advisers and platforms for facilitating transfers, Bill Vasilieff, chief executive at investment platform Novia Financial says.
-
Novia’s Vasilieff on the platform evolution
Novia Financial founder Bill Vasilieff outlines the evolution of the platform sector and shares his firm’s plans to keep one step ahead of his peers
-
Novia launches new ETF trading facility
Online wrap provider Novia has launched a new ‘low cost’ trading facility.
-
Novia partners with IBOSS for review tool
Wrap provider Novia has partnered with IBOSS, to give users access to the latters white labelled review tool, which undertakes clients investment reviews on behalf of advisers.
-
murphy shuns liontrust discretionary praemium
Australian-listed platform business Praemium is to offer its first discretionary management service to UK and international clients, hiring Rebecca Murphy from North Investment Partners to build the new proposition.
-
Evercore releases streamlined model portfolios
Evercore Pan Asset (EPA) has launched a new low cost range of its market-leading model portfolios for Novia platform users, featuring a streamlined portfolio of index tracking funds.
-
Exciting times for online platforms
Business is booming for online wrap platforms as advisers re-engage with clients following the implementation of RDR, reports suggest.
-
Novia switch indices due to rising costs
Wrap platform Novia has become the latest firm to ditch a leading indices supplier due to the cost of license fees.
-
thurleigh offers model portfolios
Wealth Manager Thurleigh Investment Managers has partnered with Novia Financial to bring four of its global multi-asset strategies to third parties.
