Copia Capital Management has launched its Select Plus range of managed portfolios, which are constructed using a blend of ETFs and factor-based funds from US-based investment firm Dimensional Fund Advisors.
The growing use of discretionary fund managers (DFMs) has put some advisers in a sticky situation. How can you comfortably charge a fee for an on-going service model when one of the most visible parts of that service is outsourced?
The future of international life companies is “pretty well finished”, the chief executive of Novia Global told International Adviser’s Fund Links Forum on Thursday.
Luxembourg-based asset manager VAM Funds has signed a partnership with two platforms for the distribution of its fund ranges.
The Financial Conduct Authority’s (FCA) inquiry into online platforms risks focusing on the wrong issues and could fail to yield a good result for clients, according to industry expert and Novia chief executive Bill Vasilieff.
The offshore platform market is nowhere near as developed as the UK but there is a huge opportunity for platforms and discretionary fund managers (DFMs) to work together, as David Field, Novia Global’s head of customer services, explains.
Advisers across Europe underestimate how big an impact MiFid II will have on their businesses when they are required to report charges to clients from 3 January 2018, said OpesFidelio members at its annual conference in Prague.
Australian insurer AMP has completely overhauled its advice business and announced a raft of senior changes, while Aviva Asia and Sun Life Financial both made a series of executive appointments this week.
Copia Capital Management, the discretionary fund management division of Novia Financial, has launched a range of managed portfolios purpose-built for decumulation.
Novia Financial has launched a transfer value analysis system (TVAS) service to help advisers compare the pension benefits under defined benefits (DB) schemes with the Novia self-invested personal pension (Sipp).
Efforts in the UAE to postpone regulatory change are just putting off the inevitable and opening the door further for platforms to disrupt international markets, according to Novia Global chief executive, Bill Vasilieff.
Novia Global has broadened its integrated investment portal through strategic partnerships with DFMs Brooks Macdonald, LGT Vestra, and Bordier & Cie, while Transact now offers advisers access to Quilter Cheviot’s managed portfolio service (MPS).
