PEOPLE MOVES: Fairstone, Novia, Stonehage Fleming
Financial planning firm makes c-suite change, as platform hires strategic partnerships director
Novia
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PEOPLE MOVES: Chase de Vere, Novia Financial, Amundi
IFA firm names CEO, as platform hires director of adviser and customer experience
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PEOPLE MOVES: CII, Aviva, Novia Financial
Professional body names interim chief executive, as CFO resigns from insurance giant
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What are the benefits of using a platform?
Don’t think of it as a product, says one managing director, view it as a service
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PEOPLE MOVES: UBS, Novia Global, Hargreaves Lansdown
Wealth manager hires group CFO, as investment platform names sales director
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Novia Global hits £1bn AuA
Managing director Steve Andrews says it is a ‘significant milestone’ for the platform
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Does remote working mean weaker cybersecurity for platforms?
Not being in an office meant that ‘a lot more sensitive data is being held electronically’
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Novia backer secures £55m for UK wealth platform M&A push
It will continue to ‘identify attractive bolt-on acquisition opportunities’
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PEOPLE MOVES: Pictet, Zurich, AJ Bell
Wealth manager hires CEO for UK, while insurer names group chief strategy officer
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The importance of understanding domicile
Novia Global’s Paul Forman breaks down this complex area of financial planning
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Bill Vasilieff to step down as Novia Financial chief executive
As AnaCap completes acquisition and announces management changes
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Platform wins tribunal against ex-employee
Former implementation executive’s case was struck out and she is now liable for legal costs