Vestra Wealth has teamed up with Novia to provide advisers with
discretionary investment management solutions through the Novia
service.
The services are aimed at advisers who want their clients to
have an appropriate level of investment management, but do not have
the capability themselves to provide this in house.
There are varying levels of solution available which are
intended to suit a range of clients, all of which are very
competitively priced.
Who are Vestra Wealth?
Vestra Wealth is a partnership set up by experienced industry
professionals to provide an exceptional wealth management service
to private clients, companies, charities, trusts and financial
intermediaries.
The key to our core business is uncompromised independence, a
thorough and well-informed investment process and transparent
charging. We also have access to the resources and expertise of
leading global investment firms.
Vestra Wealth is committed to an approach that puts the client
first.
Why appoint Vestra under the Novia Platform
Vestra recognise that advisers are increasingly looking to
platforms to help manage their clients' assets. We believe that by
teaming with Novia to provide a discretionary management service to
advisers, we can add significant value to both their business and
their clients. The key features are:
- To engage Vestra to manage your client's
money whilst still retaining the day to day client relationship
yourself.
- Portfolio construction and active
management which is wholly independent.
- Three service levels are available to suit
different types of client.
- Enabling advisers to add real value to
their client base.
- Help reduce day to day administration when
managing client assets
Vestra services through Novia
Vestra will provide three levels of service through Novia:-
- Model Portfolios - Vestra
will provide and centrally manage three standard portfolios. This
service is ideal for smaller or less sophisticated
clients.
- Adviser Specific
Portfolios - Where an adviser would engage Vestra to
create specific portfolios for that adviser's client base. Once
complete, the adviser labelled portfolios would be uploaded onto
the Novia service and managed by Vestra.
- Client Bespoke - Where an
adviser would engage Vestra to create a bespoke portfolio for
clients that require an individually tailored solution.
Remuneration
Charges for discretionary management provided by Vestra are
highly competitive and will depend on the service level that is
required. All charges are based on value of assets under
management.
Contact
For more information please contact your usual Novia Regional
Sales Manager, details available here or
speak to Brad Lee at Vestra Wealth on:
0203 207 8404 / brad.lee@vestrawealth.com
Further Information
Vestra Wealth
www.vestrawealth.com
