Platform Novia has added a further discretionary manager to its line-up with the addition of EFG Harris Allday, the investment management arm of EFG International.
The EFG Harris Allday Bespoke Portfolio Service and the EFG Harris Allday Model Portfolio Service will both be available through the platform.
The Model Portfolio Service is an actively managed portfolio. while the Bespoke Portfolio Service is an actively managed bespoke service making use of its research resources.
Dave Field, head of institutional business at Novia, says: “With implementation of the [retail distribution review] RDR fast approaching it is more important than ever for an adviser to be able to demonstrate suitability of investment choices.
“The EFG Harris Allday portfolios enable an adviser to show consistent outcomes where similar mandates for investment have been given, helping to support the adviser’s client proposition and compliant business model.”
EFG Haris Allday are one of several discretionary managers who will be presenting at Novia’s national roadshow throughout April.
Advisers can find out more on who is presenting and register to attend by clicking here.