At Novia we recognise that there is a strong and growing demand
in the investment market for advisers to outsource the portfolio
management process to specialist third party discretionary
investment managers.
This allows clients to benefit from expert portfolio management
and investment research capabilities enabling advisers to focus on
financial planning and understanding their client's needs and
aspirations.
As a consequence we have developed a trading system and
processes which allow the four parties: advisers, their clients,
discretionary managers and Novia to work together to provide a
professional and effective wealth management service.
The choice of discretionary manager and commission paid to them
remains an agreement between the client and adviser. However Novia
enables advisers and discretionary managers to use the service in
full to the benefit of clients. Novia enables discretionary
managers to
- View a client's investments online at any
time
- Make investment decisions and carry out transactions for
these clients quickly and efficiently
- Use either model portfolios or bespoke portfolio
management to tailor investment solutions to suit
clients
- Be remunerated in a fair and transparent manner directly
from the Cash Facility
Further information on how to link with discretionary managers
can be found in the Key Features Document and Terms &
Conditions, available here.
Novia can work with any FSA authorised discretionary manager
that you may wish to appoint. However we have partnered with a
number of discretionary managers who you may wish to use through
the service.
Below is a list of these discretionary manager partners. Click
on the names below to find out more information and further details
on the services they can provide.
You should be aware that Novia offers no advice regarding
discretionary management and makes no recommendation as to which
firm you may wish to choose. Clients should consult their adviser
for more information on such a service and whether this may be
suitable. Advisers seeking more information should speak to their
regional sales manager. Details of the sales team can be found
here.
If you are a discretionary manager and interested in partnering
with Novia please contact us at discretionarymanagers@novia-financial.co.uk.
