Novia Global Platform | FAQs

What Is Novia Global?

Novia Global is an international online wealth management platform that provides professional advisors with the technology to efficiently invest on your behalf. The platform prioritizes simplicity, transparency, and security, offering a wide range of investment options and services tailored to the needs of internationally mobile clients.

Who Is Novia Global For?

Novia Global is designed for individuals who have moved abroad, nationals requiring access to a broader range of investment choices, and trustees. The platform caters to various investment needs and risk appetites, offering both self-directed investment options and access to a panel of market-leading Discretionary Fund Managers (DFMs).

What Types Of Accounts Does Novia Global offer?

Novia Global offers a General Investment Account and an International SIPP (a UK registered pension scheme), both providing access to a diverse selection of assets. You can invest using multiple currencies and implement single or multiple investment strategies within your Novia Global account.

How Does Novia Global Ensure The Security Of My Assets?

Novia Global prioritises the security of your assets through several measures:

  • Custody Services: Pershing (Channel Islands), a subsidiary of the Bank of New York Mellon Corporation (BNY Mellon), provides custodian services.

  • Regulation: Novia Global is authorised and regulated by the UK's Financial Conduct Authority (FCA), ensuring compliance with stringent regulations.

  • Segregation of Funds: Client money is segregated under separate nominee names, ensuring ownership remains with you.

  • Dual Authorisation: This functionality adds an extra layer of security when placing trading instructions.

  • Regular Reviews: Processes and procedures are constantly reviewed and tested to ensure adherence to best practices in client money and asset protection.

What Kind Of Reporting And transparency Can I Expect?

Novia Global offers comprehensive online reporting and valuation functionality. You can access real-time valuations, statements, performance reports, and key documentation through a secure web portal. The platform also provides full transparency of fees and charges, allowing you to track all investments and associated costs.

How Can I Manage My Investments On The Platform?

Novia Global provides a secure web portal accessible 24/7, enabling you to track your investments, view performance, and access key documentation from anywhere in the world. You have complete control over your investments and can choose to manage them yourself or through a professional advisor.

What Investment Options Are Available Through Novia Global?

Novia Global offers a wide range of investment options catering to various risk appetites and investment strategies. You can select your assets or choose from a panel of market-leading DFMs offering expertise across diverse investment styles. The platform provides access to numerous fund managers and a broad selection of individual funds.

Are There Any Risks Associated With Investing Through Novia Global?

As with any investment, there are inherent risks involved. The value of investments can fluctuate, and you may receive less than your initial investment. Charges levied by Novia Global, fund managers, and your professional advisor can impact the overall value of your investment. It's crucial to review the Novia Global Key Features document, Terms and Conditions, and consult your professional advisor to fully understand the risks involved.

Offshore Wealth Management

The Wealth Genesis provides regulated and independent financial advice to Expats around the world. Our unique charging structure ensures no conflicts of interest, as well as allowing your portfolios to reach their full potential.

To understand how we can help you, schedule a free initial consultation using the button below.

Previous
Previous

Financial Advice In The Algarve, Quinta Do Lago

Next
Next

Transfer Transact Pension As A Non-UK Resident