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Invest with more freedom

You have big ambitions as an adviser. We give you the investment freedoms you need to achieve them. Access thousands of high-performance funds. Go global with multi-currency compatibility. And select account types that seamlessly align with your clients’ priorities.

Looking for something? Browse our Support Hub by popular topics, resources and insights

Looking for something? Browse our Support Hub by popular topics, resources and insights

Looking for something? Browse our Support Hub by popular topics, resources and insights

Support Hub

7,000+ investment opportunities

Don’t let a lack of investment choice stand between you and your client ambitions. Access over 7,000 multi-currency funds, ETFs, equities and structured notes. For portfolios with rich diversity.

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Expertly managed portfolios

Get preferential access to leading Discretionary Fund Managers and curated model portfolios. Your clients can benefit from expert portfolio management and advanced investment research, with wealth building options that are precision-targeted to client ambitions and risk profiles.

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Cherry-picked unitised solutions

Together as one. Pool money into readymade collective funds and find opportunities that are clustered around certain industries, sectors or investment goals. 

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Forward-thinking ethical investments

Ethical investment is an increasingly crucial component of wealth management. Prepare a suite of ethical opportunities for your clients, curated by leading DFMs. Because it’s clear that investment returns don’t need to cost the Earth.

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Multi-currency support

Pursue opportunities in international markets. We support the US Dollars (USD), Sterling (GBP), Euro (EUR), Swiss Franc (CHF), Hong Kong Dollar (HKD) and Australian Dollar (AUD) with fast, easy and affordable currency conversion. Your investment world awaits.

Ready to invest?
Choose a product.

Novia Global offers three different investment vehicles: a Global Investment Account (GIA), a Stocks & Shares ISA and a SIPP. To begin investing, choose the product that’s right for your client. Or utilise a blend of all three to reflect your planning for their financial futures. 

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Global Investment Account

The GIA is our simplest product: a general investment account into which you can make unlimited payments and access the full benefits of the Novia Global platform including:

  • access to reporting and tools
  • a broad range of investment opportunities
  • wide choice of funds
  • competitive charges from Fund Managers
  • handling of investment strategies through model portfolios and DFMs
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Stocks & Shares ISA

Our Stocks & Shares ISA is designed for UK expats who want to retain access to a UK-registered nest egg. 

  • transfer in existing eligible ISA savings (you cannot open a new ISA and begin saving from scratch)
  • make one-time or multiple lump sum withdrawals
  • build a sum to provide for your beneficiaries
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UK SIPP

The Novia Global UK SIPP enables you to build for a sustainable financial future – tapping into the considerable experience we have in dealing with UK ceding scheme trustees to reduce transfer pipeline wait times.

  • build a portfolio of investments to draw income from later in life
  • transfer in funds from any UK registered pension scheme or UK HMRC ROPS – even if you have started taking income from your pension
  • transfer out of the Novia Global SIPP at any time – subject to your acceptance into another registered pension scheme or a UK HMRC ROPS
  • choose to take up to 25% of your pension value as a tax-free lump sum at any point from age 55 (increasing to 57 in April 2028)
  • take annual income from your pension to fund your retirement. Or use your pension to purchase an annuity

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