Dedicated to delivering a leading wealth management service is the highly experienced management team
Bill Vasilieff is the Chief Executive Officer and one of the founders of Novia, Novia Global and Copia Capital Management. Prior to setting up Novia he was one of the four founding directors of Selestia where, having joined in 2001, he spent six years in the role of Marketing Director. Selestia was one of the earliest and most successful fund platforms in the UK. Before this role he was at fund manager M&G where he spent eight years, ending in the role as executive director in charge of product development.
Paul is one of the three founding directors of Novia Financial. In the 9 years since launch, the business has attracted in excess of £7 billion sales and hit profitability 3 years after launch. In this period Novia was also responsible for the development of the AEGON wrap. This experience has been extended to the recent launch of our new multi-currency, multi jurisdiction offshore platform, Novia Global. Novia Financial and Novia Global were created out of a genuine desire to put the client at the head of the food chain, and every Novia development starts with the question "how will this enable the client to achieve the best possible outcome from the investment decision they make"?
Prior to this Paul spent 7 years helping launch the Selestia platform which latterly became the Skandia platform. Whilst there, Paul helped project manage a large number of IFAs making the transition from traditional transactional selling to relationship based financial advice with the aim of increasing business values, reducing unit cost and mitigating business risk. Paul's spare time is spent skiing, sailing, cycling, dining and ferrying three children to various venues.
Shaun Allwright worked within the financial services industry for over 20 years in a number of roles varying from product and proposition development to programme management of change programmes. He has experience in both working for large and start up organisations such as M&G Investment Managers and more recently as a senior manager at Selestia.
Chief Financial Officer
Paul Parry has worked as both Finance Director and Managing Director in the IT industry and brings to Novia Global a wealth of experience in a highly regulated and ever changing environment
Head of Customer Services
Dave has been working in the platform industry for the last 15 years. He spent five years at Cofunds where he helped launch the platform, led the operations team, and guided the platform processes for institutional business. Dave then moved to Selestia and developed the consolidation proposition which involved working with Advisers to move assets onto the platform.
For the last seven years Dave has been head of institutional business at Novia Financial, including managing migration projects resulting in over £0.5bn of assets moving to the platform as well as being responsible for the award winning discretionary proposition.
Dave is passionate about Customer service and believes that with its market leading technology, Novia Global will be at the forefront of the offshore platform market.
Head of Risk and Compliance
Chris has over 11 years of experience in the financial services industry including most recently over 5 years within the platform industry working in the offshore market. He brings to Novia Global a wealth of experience and knowledge in operating within different jurisdictions around the world from both a regulatory and operational perspective.