Novia Global is to launch an offshore version of its platform to allow expats greater access to DFMs and offshore funds.
The platform is due to go live in the second quarter of this year and will serve expats via international advisers, private banks and discretionary fund managers. It will provide access to offshore funds and bonds, ETFs, structured products and direct equities, as well as a currency and cash account facility. The platform will also offer its own adviser tools to enable portfolio modelling and performance analysis. Online servicing, documentation and reporting for client/trustee reports will also be available, as well as the ability to include a gross investment account, qualifying ...
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