What Novia Global does

Novia Global is a UK-headquartered, FCA-authorised (Reg No. 653661) online wealth management platform that enables financial advisers and Independent Financial Advisers to manage client portfolios across international markets. Founded in 2015 with its platform set up in October 2014, the company operates from Bath (UK headquarters), Limassol (Cyprus, via subsidiary Novia Global Europe), and Dubai (UAE representative office), serving advisers whose end-clients are distributed across 164 countries. The web-based platform provides access to over 7,000 investment opportunities (multi-currency funds, ETFs, equities and structured notes) across six currencies (USD, GBP, EUR, CHF, AUD, HKD) and wraps three core account wrappers — the Global Investment Account (GIA), the Stocks & Shares ISA for UK expats, and the UK SIPP — together with research tools (Risk Profiler, Asset Selector, Fund Charting, Fund Comparison, Portfolio Scanner, Model Portfolio Manager) and operational modules (Reporting Suite, Client Portal, Internal Transfers, Currency Exchange).

Underlying the platform is a multi-cloud infrastructure spanning Microsoft Azure and Amazon Web Services, with no single physical site dependency, encrypted immutable backups, failover across regions, regular penetration testing, and a stated 99.9% uptime. Straight-Through Processing (STP) automates electronic transactions end-to-end via APIs and system integrations to eliminate manual data entry. Client assets are safeguarded under CASS rules through Pershing (Channel Islands) Limited, a Bank of New York Mellon subsidiary, with cash custodied at HSBC Jersey and Santander Jersey; PKF conducts the annual external CASS audit.

The business model is built on three revenue streams: recurring platform administration fees billed monthly, transaction fees on trading activity, and investment management fees routed through a network of more than 13 Discretionary Fund Manager (DFM) partners including Morningstar, Evelyn Partners, Quilter Cheviot, Canaccord Wealth, Copia Capital, LGT Wealth Management, Schroder Investment Solutions, Titan Asset Management, Waverton, Marlborough Group, and EQ Investors. Pricing is described as simple and competitive with a published charges schedule, though exact rates are not publicly disclosed. Distribution is exclusively adviser-led (no direct retail onboarding) through a structured five-stage process (Engagement, Planning, Training, Go Live, Evolution), supported by International Sales Managers, Principal Representative Officers, and Sales Relationship Managers positioned across the UK, Europe, and the Middle East.

Name

Novia Global

Legal name

Novia Global Limited

Website

https://novia-global.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Novia Global is an FCA-authorised, cloud-based wealth management platform that enables independent financial advisers to manage client portfolios across 164 countries, offering access to over 7,000 investments in six currencies through GIA, ISA, and SIPP wrappers, plus a 13+ DFM partner ecosystem.

Ownership category

akta.pro rank

Headquarters

HQ city

Bath

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Operations, Marketing or Sales, Others

Revenue model

1. Platform Administration Fees: Charges for platform usage including administration and servicing. Full details in Charges Schedule available to advisers. The platform charges do not apply to monies held in cash.
2. Transaction Fees: Fees charged on trading and transaction activities conducted through the platform.
3. Investment Management Fees from DFMs: DFM fees are set up at point of linking adviser firm and DFM, with fees decided by the DFM in agreement with the adviser. Novia Global facilitates these fee arrangements.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Novia Global provides an adviser-led wealth management technology platform that gives financial advisers and IFAs access to over 7,000 investment opportunities across six currencies (USD, GBP, EUR, CHF, AUD, HKD). The platform supports Global Investment Accounts (GIA), Stocks & Shares ISAs, and UK SIPPs, with research tools, model portfolio services via DFM partners, and straight-through processing for trade execution. Client assets are custodied with Pershing (BNY Mellon) and HSBC, governed by FCA regulation and CASS compliance.

Product overview

Novia Global is a unified adviser-led wealth management platform offering three core investment products (Global Investment Account, Stocks & Shares ISA, and UK SIPP) accessed through a single web-based interface. The platform provides access to over 7,000 investment opportunities across six currencies (USD, GBP, EUR, CHF, AUD, HKD), supported by research tools (Risk Profiler, Asset Selector, Fund Charting, Fund Comparison, Portfolio Scanner, Model Portfolio Manager), reporting capabilities (Client Statements, Valuations, Performance Reviews, Transaction Histories), and client servicing features (Client Portal, Internal Transfers, Currency Exchange). The platform operates via cloud infrastructure with straight-through processing for trade execution and documentation. The Support Hub provides comprehensive self-service resources for advisers and clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Novia Global Investment Platform A web-based wealth management platform giving financial advisers access to over 7,000 investment opportunities across six currencies for portfolio management, fund research, trade execution, and client reporting.
• Global Investment Account (GIA) A general investment account enabling unlimited payments with access to the full Novia Global platform including reporting tools, diverse investment opportunities, fund choices, and model portfolio management.
• Stocks & Shares ISA A UK tax-efficient ISA product designed for UK expats to retain access to a UK-registered savings vehicle, supporting transfer of existing eligible ISA savings and providing lump sum withdrawal options.
• UK SIPP A Self-Invested Personal Pension (SIPP) enabling retirement planning with features including transfers from UK registered pension schemes, tax-free lump sum access from age 55, and flexible drawdown options.

Quantifiable outcome

• Admin that used to take days can be completed rapidly with STP technology
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

19 partnerships are on record, tiered core and partner.

• Pershing (BNY Mellon)coreStrategic or Co-development PartnerCustodian arrangement where Pershing, a subsidiary of Bank of New York Mellon, holds and safeguards client funds. All monies invested in funds are safeguarded by Pershing. Provides institutional-grade asset protection and settlement services.
• HSBC JerseycoreStrategic or Co-development PartnerMain trading bank and cash custodian. Monies held in cash awaiting investment are held by HSBC Bank plc Jersey Branch. Protected by Acknowledgement Letter confirming client money segregation.
• Santander Financial Services (Jersey)coreStrategic or Co-development PartnerCash custodian for client monies held awaiting investment. Protected by Acknowledgement Letter confirming client money segregation alongside HSBC.
• PKFcoreStrategic or Co-development PartnerAppointed external auditor for annual CASS (Client Asset) Audit, a regulatory requirement under FCA rules. World-renowned independent international audit firm with in-depth knowledge of CASS requirements.
• Morningstar Investment Management Europe LimitedpartnerTechnology or IntegrationDFM providing International Managed Portfolios through Novia Global platform. Offers five strategies from Cautious to Adventurous with risk-aligned portfolio management approach.
• Evelyn PartnerspartnerTechnology or IntegrationUK leading wealth management firm providing International Model Portfolio Service. Offers International and Sustainable Model Portfolios in GBP, USD & EUR at 0.20% investment management fee.
• Quilter CheviotpartnerTechnology or IntegrationOne of UK's largest discretionary investment management firms with heritage since 1771. Provides six International MPS strategies using Building Blocks approach. AMC up to 0.25%.
• Canaccord WealthpartnerTechnology or IntegrationTop 10 UK Wealth Manager with International MPS (IMPS) and IMPS Lite range. Available in GBP, USD, EUR with multiple risk profiles. Zero annual management fee for IMPS Lite.
• AlquitypartnerTechnology or IntegrationSpecialist responsible investment manager with Transforming Lives Foundation donating 10% of revenues. Provides bespoke sustainable MPS service adapted to client preferences.
• Copia Capital ManagementpartnerTechnology or IntegrationAward-winning DFM offering Sterling, Euro or US Dollar MPS portfolios. IFA-branded MPS Plus service and bespoke MPS Copia Custom. Acquired by Anacap Financial Partners.
• Kingswood GrouppartnerTechnology or IntegrationInvestment management firm offering Balanced, Growth and Adventurous model portfolios in Core, Passive and ESG styles in Dollars or Sterling.
• LGT Wealth ManagementpartnerTechnology or IntegrationPart of LGT Group owned by Princely Family of Liechtenstein. Offers International Active, Passive, and Sustainable Model Portfolio Services in GBP, EUR, USD.
• New Horizon Asset ManagementpartnerTechnology or IntegrationB2B specialist providing model portfolio solutions using AI-powered investment methodology. 0% discretionary management fee on Novia Global with total model OCFs from 0.52%.
• Pacific Asset ManagementpartnerTechnology or IntegrationProgressive investment manager with £16.8bn AUM. Offers International Core MPS range (5 portfolios), Passive, Sustainable, and Income model portfolios. Integrated AdviserLab technology.
• Schroder Investment SolutionspartnerTechnology or IntegrationProvides international model portfolios across full risk spectrum with active and sustainable investment approaches leveraging Schroder's investment expertise.
• Titan Asset ManagementpartnerTechnology or IntegrationAward-winning asset manager with £1.8bn+ assets. Offers ACUMEN Portfolios (5 risk-graded multi-asset funds), IFSL Titan Equity Growth Fund, and Mazarin Funds. Bespoke MPS service available.
• Waverton Investment ManagementpartnerTechnology or IntegrationIndependent investment house founded 1986 with £10.9bn AUM. Provides six offshore portfolios using Waverton OEIC Funds as building blocks. Available in GBP, USD, EUR.
• Marlborough GrouppartnerTechnology or IntegrationAward-winning DFM with £10bn+ AUM and 35+ years experience. MPS service provides access to award-winning funds managed by specialist teams including flagship Special Situations Fund.
• EQ InvestorspartnerTechnology or IntegrationAward-winning boutique wealth manager and founding B Corporation. Provides EQ Positive Impact Portfolios with sustainable and impact investing focus. AMC 0.35%.

Scale indicators5 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Embark Group: UK adviser platform and retirement specialist offering wrap, SIPP, and GIA products. Directly comparable in adviser-led distribution, product structure, and target market segment within the UK adviser channel.
• FNZ: Global B2B wealth management platform serving financial institutions and advisers across multiple jurisdictions. Highly comparable in business model (white-label/institutional platform, multi-currency, global reach) and a direct competitor for international adviser relationships.
• Objectway: European wealth and asset management software provider serving banks, asset managers, and advisers with digital platform, portfolio management, and DFM tools. Comparable as a B2B wealth technology platform targeting European and international markets.
• Bravura Solutions: Provider of transfer agency, platform, and wealth management software to institutional and adviser clients in UK, Australia, and other markets. Comparable as a B2B technology provider enabling wealth platforms and asset servicing rather than competing as a wrap.
• Praemium: Australia-headquartered wealth platform serving advisers with SMA/managed account technology, reporting, and international market access. Comparable B2B adviser-led model with multi-currency, multi-jurisdictional reach, and direct competitor for internationally focused advisers.
• Transact (Integrafin): UK adviser platform providing wrap, ISA, SIPP, and GIA products with extensive fund research and trading tools. Closely comparable in adviser-led go-to-market and platform functionality, competing for the same UK and international adviser relationships.

Broad incumbents

• Quilter: UK wealth manager with adviser platform, discretionary fund management (Quilter Cheviot), and international MPS propositions. Direct overlap on platform and DFM offerings, with Quilter Cheviot specifically also being a Novia Global DFM partner and thus an interesting dual customer/competitor relationship.
• Hargreaves Lansdown: UK's largest retail wealth platform with adviser, D2C and institutional propositions. Overlaps with Novia Global on UK adviser platform, ISA/SIPP products, and fund supermarket functionality, but operates at materially greater scale and predominantly in the domestic UK market.
• AJ Bell: UK platform offering advised and D2C propositions across SIPP, ISA, and dealing accounts. Comparable product set and UK adviser overlap, though predominantly UK-domestic and substantially larger scale.
• abrdn (Wrap and Elevate): Global asset manager and platform provider with Wrap and Elevate adviser platforms offering ISA, SIPP, GIA, and fund research. Comparable UK adviser platform proposition with a broader parent-group investment product universe.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/novia-global-ltd
• Xx.com/Novia_Global

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Novia Global