The Novia service can allow an adviser to establish and manage
model portfolios where appropriate to the investment proposition
they offer their clients.
Model portfolios comprising a bespoke mix of investments can be
established for any number of risk profiles (for example 1 through
to 10) or product wrappers and these will be uploaded by Novia for
adviser use.
We provide the option to allow the advisory firm to establish
their own model portfolios to reflect their investment proposition
or appoint a Discretionary Manager (DM). We have established
relationships with some leading DM firms as shown below - but can
work with most other Discretionary Managers as well.
Once established, asset allocations and investment composition
can be changed at any time for one or all model portfolios
providing excellent flexibility and without any Novia switching
charges.
And if an established model portfolio is appropriate for a new
client - this can be selected online and the application form
pre-populated with the appropriate mix of investments.
For more
information on how model portfolios can be established on the Novia
service please contact your Regional Sales Manager.
