Karel Jacobs, Joint Managing
Director, Canter Holland
6 RI firm with offices in London and Peterborough, over £50m under
management and clients throughout the UK. Focus on wealth
management and financial advice for individuals, and work closely
with solicitors and accountants.
"We have been early adopters of platforms as they have developed
over the years from supermarkets to wraps. When looking at the next
generation of wraps we knew we didn't want a big life company wrap.
Although there can be a resourcing risk for smaller players we
really value independence. Novia stood out and, despite being a new
player, the management team there have learned many lessons in the
platform arena and the all round experience is very impressive.
Our business is growing and we see the RDR as a great
opportunity to use the technology Novia have brought together to
deliver broad asset choice, transparent pricing, and clear
reporting for us and our clients.
We also know that the future can bring yet more changes and we
value the openness of the Novia team in being receptive to our
ideas and input as we continue to grow".
For further information on Canter Holland please see visit www.canterholland.com
