Discretionary Fund Managers

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 Fund 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 Fund Managers and Novia to work together to provide a professional and effective wealth management service.

The choice of Discretionary Fund Manager and charges paid to them remains an agreement between the client and adviser. However Novia enables advisers and Discretionary Fund Managers to use the service in full to the benefit of clients. Novia enables Discretionary Fund 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 model portfolios 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 Fund Managers can be found in the Key Features Document and in our Terms and Conditions.

Novia can work with any FCA authorised Discretionary Fund Manager that you may wish to appoint. However we have partnered with a number of Discretionary Fund Managers who you may wish to use through the service.

Below is a list of these Discretionary Fund Manager partners. Click on the drop down sections below to find out more information and further details on the services they can provide.


Albert E Sharp

Albert E Sharp

http://www.albertesharp.com/

Albert E Sharp is an established investment manager which provides both discretionary portfolio management and investment advice to individuals, pension schemes, corporates and trusts.


ALPHA : r2  by Walker Crips

ALPHA : r2 by Walker Crips

http://www.wcgplc.co.uk/InvestmentManagement/Alphar2

High quality relative outperformance with a choice of 8 models designed to fit easily into your client's profiling. Includes Higher Income and Ethical models.


Apollo Multi Asset Management

Apollo Multi Asset Management

http://apollomultiasset.com/welcome/

Apollo Multi Asset Management LLP was founded in July 2008 with the primary aim of preserving and growing the wealth of investors over the medium to long term in the most risk efficient manner possible.


Bordier & Cie (UK) PLC

Bordier & Cie (UK) PLC

http://www.bordieruk.com/

Bordier & Cie (UK) PLC is part of the Swiss private bank group Bordier & Cie, which was established in Geneva in 1844.


Brewin Dolphin

Brewin Dolphin

https://www.brewin.co.uk/

Brewin Dolphin is one of the UK's largest independent private client investment managers.


BRI Wealth Management

BRI Wealth Management

http://www.brigroup.co.uk

Knowledge. Service. Trust.


Brooks Macdonald

Brooks Macdonald

http://www.brooksmacdonald.com/

Brooks Macdonald Asset Management on Novia


Brown Shipley Private Banking

Brown Shipley Private Banking

http://www.brownshipley.com/novia-platform

Brown Shipley is a private bank, which combines over 200 years of pedigree with informed advice, contemporary vision and trust to deliver a uniquely personal service.


Cazenove Capital

Cazenove Capital

http://www.cazenovecapital.com/uk/financial-adviser/our-services/dfm/

A leading provider of discretionary fund management. Our business is built on trust, something we have developed whilst working in partnership with advisers for over a decade.


Charles Stanley

Charles Stanley

http://www.charles-stanley.co.uk/intermediaries

Charles Stanley is one of the UK’s leading independently-owned investment management groups, with over £20 billion of funds under management and administration.


City Asset Management Plc

City Asset Management Plc

http://www.city-asset.co.uk/Financial-Advisers/CAM-Model-Portfolio-Platform-Service.aspx

The CAM Model Portfolio Service (“MPS”) was launched in 2011 to provide exposure to our investment expertise via a series of risk profiled models.


Close Brothers Asset Management

Close Brothers Asset Management

http://www.closebrothersam.com/

Close Brothers Asset Management has teamed up with Novia to provide Advisers with discretionary management outsourcing solutions through the Novia service.


Copia Capital Management

Copia Capital Management

http://www.copia-capital.co.uk/

Copia Capital Management is a Discretionary Fund Management facility that was established in 2013 by Novia Financial plc to provide excellence in investing for Novia clients and Advisers.


Cornelian

Cornelian

http://www.cornelianam.com/home.asp

Cornelian Asset Managers is an independent company owned and controlled by the directors and employees.


EQ Investors

EQ Investors

http://www.eqinvestors.co.uk/

EQ Investors Limited ("EQ") was acquired in 2014 by John Spiers, the founder and former CEO of Bestinvest.


FE Invest

FE Invest

http://www.financialexpress.net/adviser/discretionary-model-portfolios

FE is a leader in the provision of investment data, software tools and performance analysis to the financial services industry


Frontier Investment Management

Frontier Investment Management

http://www.frontierim.com/access/fund-access

The Frontier Select Portfolios are a range of five risk-profiled model portfolios tailored to meet a range of client risk profiles. Each portfolio combines Frontier’s established multi-asset fund with selected funds from leading investment managers to provide clients with broad diversification across fund managers, investment strategies and asset classes.


GAM

GAM

http://www.gam.com

GAM has teamed up with Novia to provide an integrated wealth management solution for advisers who wish to outsource asset allocation and fund selection to a trusted partner, allowing them to focus on providing advice.


Hawksmoor Investment Management

Hawksmoor Investment Management

http://www.hawksmoorim.co.uk/welcome

Hawksmoor is an investment management business committed to the responsible management of the wealth entrusted to our care.


Heartwood Investment Management

Heartwood Investment Management

http://www.heartwoodgroup.co.uk/

At Heartwood, we value and admire clear thinking about financial markets. To us, clear thinking means distilling research and data into insights that support action. It means focusing on what matters, using experience and judgement to distinguish the signal from the noise.


IPS Capital

IPS Capital

http://www.ipscap.com/

IPS Capital LLP – Limiting Risks, Not Returns


King & Shaxson Ethical Investing

King & Shaxson Ethical Investing

http://www.ksep.co.uk/

King & Shaxson Ethical Investing has partnered with Novia to provide a range of ethical discretionary portfolios for all types of investors.


Kleinwort Benson

Kleinwort Benson

http://www.kleinwortbenson.com/

We act as an extension of your team and add value to the services that you offer your clients. We provide a comprehensive range of investment management services which can be tailored to match each of your client's specific risk profiles, financial goals and the level of involvement they wish to have in managing their investment portfolio.


Liontrust

Liontrust

http://www.liontrust.co.uk/

We provide multi-asset services to financial advisory businesses and small asset managers.


Momentum Global Investment Management

Momentum Global Investment Management

https://www.momentumgim.co.uk/en

Momentum Global Investment Management (Momentum) is a global investment manager focused on designing, building and managing investment solutions, delivered through multi-asset funds and DFM model portfolios. Established in 1998, Momentum is part of MMI Holdings, a large South African insurance and investment business, listed on the Johannesburg Stock Exchange.


Morningstar Investment Management Europe Limited

Morningstar Investment Management Europe Limited

http://www.global.morningstar.com/UKManagedPortfolios

We provide a comprehensive range of discretionary portfolios aligned to a variety of risk profiles and investment objectives. Each portfolio benefits from Morningstar's expertise in asset allocation and manager selection


Myddleton Croft

Myddleton Croft

http://www.myddletoncroft.co.uk/

Myddleton Croft offers a truly differentiated investment management service via the Novia Platform.


Newscape

Newscape

http://www.newscapegroup.com/

Newscape Capital Group is a specialist investment and advisory firm providing first class products and services for institutional and intermediary clients.


OCM Asset Management

OCM Asset Management

http://www.ocmassetmanagement.co.uk/

OCM Asset Management is the Discretionary Investment Management (DIM) arm of OCM Wealth Management.


P1 Investment Management Limited

P1 Investment Management Limited

http://p1-im.co.uk/

P1 makes discretionary investment management more accessible by providing low-cost, targeted investment solutions, meaning our portfolios are suitable for a wider range of clients. We pride ourselves in offering an adviser-led investment management service.


Premier Asset Management

Premier Asset Management

http://www.premierfunds.co.uk/

Premier Asset Management is proud to be an independent asset management company that is not part of a larger financial services group, and we are wholly focused on asset management and client service.


Price Bailey Portfolio Management

Price Bailey Portfolio Management

http://www.pricebailey.co.uk/services/private-client

We are delighted to be working with Novia to provide financial advisers and their clients with access to our low-cost portfolio management service.


Quartet Investment Managers

Quartet Investment Managers

http://www.quartet-im.com/

Based in Richmond, Surrey, Quartet provides creative investment solutions for private clients and their associated entities across the globe.


Quilter Cheviot Investment Manager

Quilter Cheviot Investment Manager

http://www.quiltercheviot.com/

Quilter Cheviot is one of the UK's largest independently owned discretionary investment firms, providing services to private clients, trusts, charities, pension funds and intermediaries. Our heritage can be traced to 1771.


Rivers Capital Management

Rivers Capital Management

http://www.riverscm.com

Rivers Capital Management was launched to provide Financial Advisers with risk-rated multi asset investment solutions. These are constructed for long term capital growth or income generation.


RMG Wealth Management

RMG Wealth Management

http://www.rmgwealth.com/

RMG Wealth Management is an independent investment manager, managing portfolios that aim to deliver absolute returns for IFA's and their clients.


Saltus Investment Managers

Saltus Investment Managers

http://www.saltus.co.uk/

Saltus is an independently owned investment management company, established in 2004.


Sarasin & Partners

Sarasin & Partners

http://www.sarasinandpartners.com/

With over 30 years of experience in building multi-asset portfolios for private clients and charity investors, the Sarasin Thematic Model Portfolios allow advisers to leverage that experience to meet the needs of their own client base.



Seven Investment Management

Seven Investment Management

https://www.7im.co.uk/financial-intermediary

7IM offers a low cost, actively allocated, passively implemented Model Portfolio Service available through the Novia platform.


Smith & Williamson

Smith & Williamson

http://sandwdfm.com/

Smith & Williamson Investment Management LLP is an investment management business focusing on private client wealth management with £16bn* under management and advice.


Tavistock Wealth

Tavistock Wealth

http://tavistockwealth.com/

Tavistock Wealth manages the Centralised Investment Proposition (CIP) available to Tavistock clients.


Thesis Asset Management

Thesis Asset Management

http://www.thesis-plc.com/

Thesis Asset Management was formed in 1974, the company has grown significantly over the last 40 years, with offices across four locations and assets under management in excess of £12.1 billion (as at February 2017).


Thorntons Investments

Thorntons Investments

http://www.thorntons-investments.co.uk/

For over twenty years Thorntons Investments has served clients across the UK. Headquartered in Dundee, with offices in Edinburgh and St Andrews, we are a proud Scottish company with global aspirations


Tideway Discretionary Fund Management Services

Tideway Discretionary Fund Management Services

http://www.tidewayinvestment.co.uk/

Tideway Asset Management's CIO and Investment Committee bring decades of experience in the fixed income and equity markets to the task of creating Tideway Horizon Portfolios. Horizon portfolios are specifically designed for pension drawdown investors, ISAs, Offshore Bonds and General Investment Accounts (GIA) with a view to delivering stable, secure returns ahead of inflation (i.e. positive ‘Real’ returns) after all fees.


Tilney

Tilney

https://professionals.tilney.co.uk/

Tilney is a leading UK investment firm that builds on a heritage of more than 180 years.


Vestra Wealth

Vestra Wealth

http://www.vestrawealth.com/

Vestra Wealth has teamed up with Novia to provide advisers with discretionary investment management solutions through the Novia service.


Waverton Investment Management

Waverton Investment Management

http://www.waverton.co.uk/

The Waverton Model Portfolio Service (MPS) is exclusively available to clients of financial advisers with our full range of portfolios available through the Novia platform.


Wellian Investment Solutions

Wellian Investment Solutions

http://www.wellian-is.com/

Wellian Investment Solutions is an award winning discretionary investment manager based in Tunbridge Wells, partnering exclusively with financial advisers to provide clear, practical and effective investment management solutions for their clients.


Westbury Private Clients

Westbury Private Clients

http://www.westburypc.com/

Westbury Private Clients is a boutique Discretionary Wealth Management business founded in 2010 by James Goodchild, who is also the Chief Investment Officer.