Platforms struggle to identify ‘orphan’ clients
Only 20% engage with advisers about stranded investors
Novia
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Will 2021 be the year for platforms in offshore markets?
Advisers are migrating ‘large back books of outdated bond business’ onto platforms
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Novia Financial sold to private equity firm for undisclosed sum
Platform to sell back shares of its international operation, CEO says
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Battered British expats face stormy end to 2020
Lack of Brexit deal comes in tandem with some banks shutting accounts for Brits in EU
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5 minutes with… Steve Andrews
The managing director of Novia Global catches up with International Adviser
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Adviser platform unveils biometric verification
But traditional ways of identification will remain
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Novia Global launches investment governance service
To help advisers and trust companies when building and managing portfolios
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Novia AuA jumped 21% in 2019
Despite year marked by political instability and market volatility
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Top tips for advisers working from home during covid-19
Shifting to a home-based daily life can be tough but is essential for firms to survive
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PEOPLE MOVES: Novia, Raffles Family Office, HSBC
Platform recruits international sales manager, as family office hires from Schroders
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Platform partners with international advice network
White label Sipp will bolster firm’s offering for US expats around the world
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PEOPLE MOVES: Credit Suisse, Generali, Novia
C-suite resignation at Swiss firm and Apac head hired at international health insurer