Novia Global, the Bath, England-based international platform business, is today pulling the wraps off a new platform ‘functionality’ it’s quietly developed exclusively for the international trusts industry – which, Novia Global chief executive Bill Vasilieff says, actually requested it. The reason they asked for it, he explains, is because trust industry practitioners typically struggle with the
Presentations from the most recent event held in Geneva (April 14, 2016 – at the Mandarin Oriental Hotel) discussing the gradual move to DFM platforms and the potential benefits for clients. The event was jointly hosted by the MitonOptimal Group, Novia Global and Global Wealth Management Solutions. speakers included Greg Easton (MD of MitonOptimal – Isle
MitonOptimal International, the international portfolio management division of the MitonOptimal Group, announced the launch of a new partnership with international platform provider Novia Global. The new relationship sees the launch of five risk-rated discretionary (DFM) portfolios, managed by MitonOptimal, on the new Novia Global platform. Phil Penrose, International Sales Director of MitonOptimal, commented “Novia Global’s entry
Platforms – a paradigm shift in Private Client services? – MitonOptimal, in partnership with Novia Global and Global Wealth Management Solutions, is holding an event in Geneva on April 14, 2016. The event will address the benefits of bespoke and model portfolios via a platform. The event is to be held at the Mandarin Oriental Hotel
