Available Panel DFMs

At Novia Global we recognise there is a strong demand in the international investment market for intermediaries such as advisers and trust companies to delegate portfolio management responsibilities to specialist third party Discretionary Fund Managers (DFM’s).

Our DFM model portfolio solution (MPS) service has been established to enable simple access to a range of specially chosen Panel DFMs through the platform so that you and your clients can benefit from the expert portfolio management and investment research capabilities each DFM can offer.

Novia Global enables a Discretionary Fund Manager to be used via the service and both clients and intermediaries can therefore benefit from:

  • A selection of DFM’s each with their own unique management styles and areas of in-house expertise
  • Making investment decisions and carrying out transactions for clients quickly and efficiently with the click of a button
  • Using model portfolios to tailor investment solutions to suit clients’ needs
  • Being remunerated in a clear and transparent manner from the clients’ cash facility held within each product

Below is a list of the Panel MPS DFMs available through the Novia Global Wealth Management Service. Click on the drop down sections to find out contact details and more information on the services each provides. Terms of Business will be required with each DFM before access is permitted.

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The Green Tree indicates that the DFM has informed Novia Global that they offer ESG investment models.  Advisers should validate that the DFM's approach to ESG investing meets their own expectations.


Bordier UK

Bordier UK

http://www.bordieruk.com/

As part of the Bordier Group, Bordier UK has access to more than 175 years of investment experience, and with the Bordier Group having 11 offices in six countries across three continents, we are a member of a truly global business.


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.


Canaccord Genuity Wealth Management

Canaccord Genuity Wealth Management

https://www.canaccordgenuity.com/wealth-management-uk/intermediaries/international-financial-advisers/

Canaccord Genuity Wealth Management (CGWM) gives your clients access to a broad range of wealth management solutions.


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.


EQ Investors

EQ Investors

http://www.eqinvestors.co.uk/dfm

EQ Investors Limited ("EQ") specialises in sustainable and impact investing, providing solutions which not only deliver an attractive return but are also committed to making a positive contribution to society or the environment.


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.


Morningstar Investment Management Europe Limited

Morningstar Investment Management Europe Limited

http://www.global.morningstar.com/UKManagedPortfolios

The Morningstar International Managed Portfolios are for advisers looking to access professionally managed solutions. We have designed the portfolio’s risk management approach to align with the needs of your clients – our goal is to preserve their savings and to invest in assets where we believe the reward is worth the risk. The range comprises of five different strategies from Cautious to Adventurous to meet your client’s risk and return appetite.


Pacific Asset Management

Pacific Asset Management

http://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 £21bn* under management and advice.


Tilney

Tilney

https://professionals.tilney.co.uk/

We are trusted to look after more than £23 billion on behalf of our clients and pride ourselves on offering the very highest levels of professional service to the financial adviser community. Central to our investment philosophy is the understanding that clients are particularly sensitive to losses rather than necessarily being adverse to investment risk.


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.