City Financial teams up with Novia Global for DFM range

Service launched last March

Laura Dew
clock • 1 min read

City Financial has become the latest firm to join up with online wealth management service Novia Global to offer a range of model portfolios, run by head of multi-asset Mark Harris.

The City Financial Cautious, Moderate and Adventurous model portfolios are run within pre-determined risk limits which are verified by Distribution Technology. City Financial is the ninth firm to partner with Novia Global, with other firms on the service including LGT Vestra, Brooks Macdonald and Smith & Williamson. The Novia Global investment portal was launched in March 2016 and allows advisers and discretionary fund managers to create and manage portfolios online as well as perform portfolio scans on completed models, review performance and realign portfolios. The funds will be ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Wealth Management

Redington head of global assets Gillespie: Do you trust your DFM?

Redington head of global assets Gillespie: Do you trust your DFM?

Five key questions to ask

Tara Gillespie
clock 31 January 2024 • 4 min read
Capgemini head of capital markets: Four key calls for the wealth sector in 2024

Capgemini head of capital markets: Four key calls for the wealth sector in 2024

Generational wealth transfer

Gareth Wilson
clock 23 January 2024 • 4 min read
Defaqto unveils Consumer Duty profiles for top 20 model portfolios

Defaqto unveils Consumer Duty profiles for top 20 model portfolios

Structured around FCA's four key outcomes

Valeria Martinez
clock 19 December 2023 • 1 min read
Trustpilot