Available DFMs

Below is a list of the DFMs available through the Novia Global Wealth Management Service. Click on the drop down sections to find out more information on the services they provide.


Ashburton Investments

Ashburton Investments

www.ashburtoninvestments.com

Ashburton Investments is a new generation investment manager building on a solid foundation to provide global investors with multi asset, specialist emerging market and equity products.


Bordier & Cie (UK)

Bordier & Cie (UK)

http://www.bordieruk.com/

Bordier & Cie (UK) PLC is part of the Swiss private bank group Bordier & Cie, which was established in Geneva in 1844.


Brooks Macdonald

Brooks Macdonald

http://www.brooksmacdonald.com/

Brooks Macdonald is an award-winning provider of discretionary investment solutions. We offer a range of risk-managed investment solutions designed to meet specific objectives.


City Financial

City Financial

http://www.cityfinancial.co.uk

City Financial is a global independent investment management firm with US$4 billion in group assets under management. We offer a range of multi asset funds and model portfolios across the risk/reward spectrum. In addition, we offer nine differentiated alternative strategies.


Copia Capital Management

Copia Capital Management

https://www.copia-capital.co.uk/

Copia Capital Management is at the forefront of modern investing, drawing on both academic and institutional excellence. They offer cost effective, diversified, multi-asset portfolios for a given set of portfolio objectives - constructed using Exchange Traded Funds.


LGT Vestra

LGT Vestra

http://www.lgtvestra.com/

LGT Vestra offer a fresh approach to wealth management by putting the clients first and providing a transparent service, designed around what is right for them.


Marlborough

Marlborough

http://www.mps.marlboroughinvests.com/Home/tabid/796/language/en-GB/Default.aspx

The Marlborough Group has an award-winning investment team, a 30-year pedigree and over £11 billion of assets under management.


MitonOptimal Portfolio Management Limited

MitonOptimal Portfolio Management Limited

https://www.mitonoptimal.com/

MitonOptimal provides intermediaries with a choice of fully tailored portfolios, international managed model portfolio solutions and a unitised multi-asset Core Fund range.


Pacific Asset Management

Pacific Asset Management

https://www.pacificam.co.uk

Established in 1993 by Sir John Beckwith and Mark Johnson, Pacific Investments has a proven record of identifying industry-leading investment managers.


Smith & Williamson

Smith & Williamson

http://sandwdfm.com/

Smith & Williamson Investment Management LLP is an investment management business focusing on private client wealth management with around £16bn* under management and advice.


Tavistock Wealth

Tavistock Wealth

https://tavistockwealthglobal.com/

Tavistock Wealth manages over $1.3bn of assets on behalf of retail clients. Our services are based on a combination of traditional values and revolutionary thinking, producing ethical and consistent net returns.


Waverton Investment Management

Waverton Investment Management

https://www.waverton.co.uk/

Waverton is an independent investment management house dedicated to providing high quality investment outcomes through discretionary portfolios for both international and UK clients.