Novia - Brown Shipley

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Brown Shipley has teamed up with Novia to offer a wholly exclusive investment management solution through the Novia platform.

12 model collective investment portfolios provide advisers with solutions for most client situations. These are complimented by access through Novia to Brown Shipley Funds, offering a small but focused range of collective funds.

The benefits to advisers are:

  • Tariff - 0.36% (including VAT)
  • You retain full control over your client's affairs
  • 12 model collective portfolios provide ease of access
  • Wide range of mandates covering most objective and risk profiles
  • Managed under the supervision of the Brown Shipley Investment Policy Committee

Download  How we manage the portfolios

Download  Model Collective Portfolios - Asset Allocation

Download  March 2012 market commentary

Download  Adviser Presentation  - Includes charging summary and portfolio performance

Download  Collective research at Brown Shipley

  
   

 

Contact Details

For further information please contact your Novia Regional Sales Manager or contact:

Ian Rogers - Director, Head of Intermediary Development

Email: Ian.Rogers@brownshipley.co.uk or Call: 020 7282 3301

Tim Meikle - Intermediary Development Director (London & South)

Email: Tim.Meikle@brownshipley.co.uk or Call: 020 7282 3329

David Hardy - Intermediary Development Director (North East & Scotland)

Email: David.Hardy@brownshipley.co.uk or Call: 0113 394 2134

Lee Enright - Intermediary Development Manager

Email: lee.enright@brownshipley.co.uk or Call: 0161 214 6711

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