Novia Global

The financial services industry is evolving - but is it keeping up with the real world? In her latest guest blog for IFA Magazine, Linda (McLaren) Johnstone our Head of Investment Proposition, shines a light on the disconnect between women, wealth, and financial services. With women set to hold the lion’s share of personal assets in the UK by 2025, Linda explains why tackling the lack of diversity - and diversity of thought - in our industry is more urgent than ever. 👉 https://lnkd.in/ehD7664R

🎙️ Pulse Webinar: The UK Autumn Budget - The Knowns and the Unknowns Tomorrow, we’re diving into the critical updates from the UK Autumn Budget and their impact on pensions and inheritance tax (IHT). Mike Foxall and David White from QB Partners join Paul Forman to explore the key developments shaping this evolving landscape, including: 🔍 What the proposed changes to pension funds and death benefit treatment mean from 6 April 2027. 💼 The potential impact on individuals' estates for UK IHT purposes. ❓ Unresolved issues due to the lack of draft legislation and guidance from the UK Government. 📅 How pension scheme administrators can prepare for the 22nd January 2025 consultation deadline. Register now and join us tomorrow. If you can’t attend live, a recording will be available! 👉 https://lnkd.in/eqQaJEgU

Predicting the future might make for great TV, but in real life? It’s a risky business. In his latest article for FT Adviser our CEO Stephen Andrews explains why we should avoid crystal-ball forecasts and instead focus on what truly matters: managing expectations and building long-term financial security for clients. At Novia Global, we’re committed to helping advisers build secure, transparent, and stable financial futures for their clients by providing the framework and tools they need to navigate uncertainty with confidence. https://lnkd.in/eTfrp9ws

It was a pleasure to visit the team at Novia Global yesterday alongside my colleague Lucas Wood to discuss how we can continue to deliver the LGT Wealth Management international investment proposition to our IFA partners around the world. It was great to hear about the exciting developments that the team have in store for 2025 and to meet the vital people behind the scenes that ensure our model portfolios are accessible to clients. 🙌🏻 Thank you to Linda (McLaren) Johnstone for hosting us!! #mps #international #platforms

Novia Global Pulse - November Edition Now Live! As the saying goes, “the only constant is change,” and this month’s Pulse is packed with insights to help you navigate those changes. Here’s what’s inside: 🔹 Ch-ch-ch-changes - Paul Forman delves into the UK Autumn Budget’s impact on pensions, including the removal of the EEA/Gibraltar QROPS exemption and how it reshapes expat pension transfers. 🔹 The Benefits of Co-Manufacturing - Our first Guest Spot from Copia Capital Management highlights the growing trend of outsourcing investment management. Learn how co-manufacturing with DFMs can lighten administrative burdens, clarify roles under Consumer Duty, and enhance client outcomes. 🔹 Trump’s Return: Market Impacts - Nathan Sweeney from Marlborough shares insights on what Donald Trump’s potential White House return means for US small-cap stocks, infrastructure, and long-term bonds. 🎙️ Upcoming Webinar - Following the Autumn Budget, we’re hosting a Pulse Webinar with Mike Foxall and David White from QB Partners to tackle critical pension and IHT developments. Don’t miss this opportunity to stay ahead! The full newsletter is available here: https://lnkd.in/eq4cPAdd You can register for the webinar here: https://lnkd.in/ecauHkar We hope you enjoy this month’s topics. As always, feel free to share within your network and let us know your feedback! #advice #platforms #pensions #investment #financialplanning #wealthmanagement #IHT #Trump #budget

In recent years, the UAE has transformed from a temporary stop for expats into a permanent home for many. As Mark Maplesden, our Principal Representative Officer in Dubai, explains in his piece for Investment International , this shift has profound implications for financial services and advisers. The rise in long-term residents and retirees calls for innovative solutions that cater to their unique needs and ambitions. At Novia Global, we're proud to be at the forefront, developing an international investment platform that meet the evolving demands of expats and advisers. From an ISA solution tailored for long-term expats to simplified SIPP and GIA offerings, we're helping advisers build secure, transparent, and stable financial futures for their clients in a rapidly growing market. Read Mark’s full article to explore how the UAE’s commitment to progress and innovation continues to make it a top choice for high-net-worth individuals worldwide, and discover why international platforms play a pivotal role in this exciting evolution. 📈🏙️ 🔗 https://lnkd.in/euCueBNF #FinancialServices #InvestmentPlatform #UAE #NoviaGlobal #Expats #Dubai #Fintech

Pulse Webinar: Avoiding Pitfalls and Building Success in Passive Investing 🌍 Passive investing can offer simplicity - but is it as straightforward as it seems? Join us on 19th November as Olivia Wingrove, CFA from LGT Wealth Management dives into: ▪ Are passive strategies truly “set and forget”? ▪ Effective strategies for mitigating risk ▪ The role of passive investments in a well-balanced portfolio 📅 Register now to secure your spot! Can’t join live? We’ve got you covered as a recording will be available to all who register. 🔗 https://lnkd.in/eCM-kwXF Don’t miss this opportunity to deepen your understanding of passive investing and learn valuable strategies for optimising your approach. #Investing #PassiveInvesting #WealthManagement #Webinar

https://lnkd.in/eVAMh-Sy Big news for QROPS today with changes announced to OTC rules coming in at midnight tonight.

🌍 Navigating Stimulus, Soft Landings, and Rising Conflict As global markets face evolving challenges and opportunities, staying informed is key. Join us for our Pulse Webinar on October 22nd where Nathan Sweeney, CIO Multi-Asset at Marlborough, will delve into the critical topics shaping the economic landscape: ▪ Is China's stimulus enough to fire up the dragon? ▪ What does the Central Banks' policy shift mean for investors? ▪ How could rising geopolitical tensions affect market stability? Don’t miss this opportunity to better understand the factors influencing investment strategies in the coming months. Register now to secure your spot. Can't attend live? A recording will be available. 🔗 https://lnkd.in/eURttuvz

Novia Global Pulse – October edition is Here! 📰 This month, we continue to explore the topics and insights that are shaping the financial landscape: 🔍 Platform2 Series: Paul Forman examines the recent pension rule changes by looking at the new Lump Sum and Death Benefit Allowance (LSDBA) and its implications for tax-free lump sums for beneficiaries under 75. 📈 Guest Spot 1: Nathan Sweeney shares strategic positioning opportunities amid the rate-cutting cycle, focusing on longer-dated bonds, infrastructure, and UK equities for future growth. ⚖️ Guest Spot 2: Olivia Wingrove, CFA from LGT Wealth Management tackles the active vs. passive investment debate, highlighting how both strategies can coexist in portfolio construction. 📅 Upcoming Webinar: Registration is now open for our next session featuring Nathan Sweeney from Marlborough. He’ll discuss market-shaping topics, including Chinese stimulus, Central Banks' policy shifts, and the impact of rising global conflicts. Check out the newsletter 👉: https://lnkd.in/ekduKnkV Register for the webinar 🖊️: https://lnkd.in/ei-kdVdj We hope you enjoy the content this month. Please let us know if there are specific topics you’d like us to cover in future editions. #Advisers #Advice #Investment #Pensions #Finance #Pulse #Webinar