Novia Global

🌍 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

Join us for our next Pulse Webinar on the shifting trends in large-cap technology stocks... In 2023 and early 2024, the 'Magnificent Seven' – Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA, and Tesla – outperformed the average US stock by 93% in 2023 and nearly 32% in early 2024. But since mid-July, this dominance has reversed, leaving investors questioning: what’s next? On October 1st, we are excited to welcome Justin Oliver from Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) as he joins Linda (McLaren) Johnstone to explore: 📋 Key Discussion Points: ▪ The recent underperformance of large-cap tech and what’s driving it. ▪ The potential for these stocks to regain their momentum. ▪ Alternative areas where investors might want to focus for the rest of 2024 and beyond. ▪ Strategies to navigate these evolving market dynamics. This session is designed to give you timely insights to better position your clients and portfolios. 📅 Date: 1st October, 10am (UK) 🔗 Register below to secure your spot, and if you can’t attend live, a recording will be available. https://lnkd.in/eE-sDRQA #webinar #investing #wealthmanagement #technology #stockmarket #investmentstrategy

Novia Global Pulse - Latest Edition 📰 This month, we’re diving into some exciting topics and expert insights... 🔍 Platform Insights: Our Head of Investment Proposition, Linda (McLaren) Johnstone, continues our platform for talking about platforms series by shedding light on how platforms help discretionary fund managers (DFMs) navigate operational challenges. 📈 Guest Spot 1: John Clare from QB Partners explores the new Lump Sum Allowance and how the Transitional Tax-Free Amount Certificate (TTFAC) can enhance your client's tax-free pension benefits. 📊 Guest Spot 2: David Goebel, CFA from Evelyn Partners examines nominal vs. real government bonds, covering their performance dynamics, inflation impacts, and the strategic benefits for multi-asset portfolios. 💻 Pulse Webinar: Registration is open for our upcoming webinar with Justin Oliver from Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) – he will be discussing the "magnificent 7" and their future prospects, along with investment strategies for the rest of 2024 and beyond. Check out the newsletter 👉: https://lnkd.in/ehHk6gwZ Register for the webinar 📅: https://lnkd.in/eUn6dm34 We hope you enjoy this month’s edition. Share your thoughts and let us know if there’s anything specific you’d like us to cover in future editions. #Advisers #Advice #Platform #Investing #Pulse #ISA #Investment #pensions

Join us for our next Pulse Webinar on active vs. passive investment strategies. On August 28th, we're excited to welcome Jim Mackie and Mark Barrington from Waverton Investment Management as they dive into the ongoing debate between active and passive investment strategies in today's market. 📋 Learning Objectives ▪ The rise of ETFs and their impact on global fund allocation and ownership. ▪ The concentration within global market indices and how it influences active management performance. ▪ Key risks, including 'active washing,' 'diworsification,' and challenges with passive fixed income investing. ▪ The potential benefits of blending active and passive strategies in client portfolios. This session is designed to provide you with actionable insights to navigate the complexities of investment management. 📅 Date: August 28th, 10am (UK) Register below to secure your spot and if you can't attend live, a recording will be available. 🔗 https://lnkd.in/eeCSKnaC #advisers #advice #webinar #platform #investing #wealthmanagement

Novia Global Pulse - Latest Edition 📰 This month… 📝 Platform2 Series: How clarity and collaboration can help clients. Our Head of Investment Proposition Linda (McLaren) Johnstone shares her insights on why clear communication and teamwork are essential for client success. 📈 Guest Spot: Tech giants may make way for broader US gains. Nathan Sweeney of Marlborough discusses the dominant role of tech giants in recent market gains and the strengthening performance of the broader US equity market. 🎙️ Pulse Webinar: Active vs. Passive - Is this town big enough for the both of us? Registration is now open! Join us for a comprehensive examination of both investment strategies with Jim Mackie and Mark Barrington of Waverton Investment Management. Check out the newsletter 💡: https://lnkd.in/e6JUS-XS Register for the webinar 📆: https://lnkd.in/eeCSKnaC We hope you enjoy the range of topics we've covered this month. Share your thoughts and let us know if there’s anything specific you’d like us to discuss in future editions. #advisers #advice #platform #investing #pulse #wealthmanagement #ISA #financialliteracy #investment

Investors facing uncertainty need flexibility - a universal truth. 🌌 Investors’ resolve can be easily shaken by market fluctuations and global events. Advisers must balance preaching calm with respecting clients' wishes, especially when clients want to reassess their investments. Some may seek minor tweaks, while others may desire significant changes or a complete “reset.” In an article for FT Adviser, our CEO, Stephen Andrews, discusses how to facilitate these decisions efficiently, with maximum transparency and assurance. While time in the market often beats timing the market, some clients will act quickly. They need flexibility and support without unnecessary complications. It might not be the answer to life, the universe, and everything, but as trusted providers, we must treat it as such. 📖 The full article is available here: https://lnkd.in/dWKJUpSP #FinancialAdvice #FinancialPlanning #Platforms #FinancialServices

Registration is now open for our next live Pulse Webinar on 17 July 🔔 John Clare and Mike Foxall from QB Partners join Paul Forman to break down the recent changes to UK pension allowances. 📋 Topics Covered: ◼ New Lump Sum Allowance (LSA) ◼ Lump Sum and Death Benefit Allowance (LSDBA) ◼ Transitional Tax-Free Amount Certificates (TTFAC) Discover how the removal of the Lifetime Allowance impacts lump sum benefits and overseas transfer amounts and learn when and how the TTFAC can increase your LSA and LSDBA. 📅 Date: 17 July Register to secure your spot for the live show or to catch the recording later 👇 🔗 https://lnkd.in/eES8yPuJ #Webinar #Pension #UKPensions #TaxFreeAllowance #RetirementPlanning

The "advice gap" debate ebbs and flows, yet the challenge remains as critical as ever. 🌊 Our CEO, Stephen Andrews, recently shared his insights with FT Adviser on how technology and platforms can address this ongoing issue. How can we bridge this gap? The potential of technology, from robo-advice to advisory platforms, offers promising solutions. We believe it's essential to focus on tech that not only facilitates investment but also enables genuine advice, fostering stronger client relationships and better financial outcomes. 📖 Dive into the full article here: https://lnkd.in/exhsgxMP #FinancialAdvice #AdviceGap #FinancialPlanning #InvestmentPlatforms #FinancialServices

In our next Pulse Webinar, Charlie Parker, Managing Director of Albemarle Street Partners, will explore the significant impact of anxiety levels on long-term investor outcomes and discuss practical tools to foster more productive market conversations. Key Discussion Points: ▪ Understanding the psychological factors influencing investor behaviour 🧠 ▪ Strategies to mitigate anxiety and its effects on investment decisions 💡 ▪ Tools and techniques for having more constructive market conversations 🛠 Join us for an engaging discussion that will equip you with the skills to better manage market-related conversations and enhance investor confidence.  Register to secure your spot for the live show or to catch the recording later 👉 https://lnkd.in/exDZtMjP #advisers #advice #webinar #platform #investing #wealthmanagement