Cambridge House, Henry Street, Bath BA1 1JS, United Kingdom
The Novia Global platform is an innovative and unique solution, designed around the need for a transparent investment solution
Novia Global offers advisers, private banks and trust companies the opportunity to efficiently and effectively manage client investments. Our Wealth Management Service gives access to a wide selection of assets, a suite of portfolio management tools and a choice investment management services designed to help manage client investments.
The products available through Novia Global are a Global Investment Account and Global Retirement Account, both with a multi-currency facility. The underlying assets include investment funds, exchange traded funds and shares.
The Novia Global Wealth Management Service has a choice of three charging structures designed to help you agree a remuneration structure with your client that matches the account management role you play and the investments and help they need.
Our tools have been developed in conjunction with experts suppliers, such as Financial Express, to provide the means to simply and easily inform and manage investment decisions. We add further value by cutting out unnecessary paperwork and removing time wasted by avoiding the need to re-enter data. The tools enable advisers,......
As a secure, view-only online portal, our secure web is available wherever there is internet connectivity so clients are able to check on their investments at their convenience. The application resizes the display for use on mobiles, tablets and PCs and, by choosing to install the tile on the device,......