Novatis Asset Management has been added to the list of approved third party investment managers for the Transact and Novia platforms, Financial Times reports. The boutique portfolio manager formed links with platforms and other providers to ensure that its services were available across the advisory market, said investment director, Frank Dolan. The move will allow Novatis to manage the adviser’s own bespoke or model portfolios with no need to migrate client assets. Novatis allows advisers to provide an integrated investment management process that produces better investment outcomes for their clients, while the adviser still retains control over the client relationship and the choice of investment platform.
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