Corporate IFA Clifton Asset Management is to move 500 clients to Novia as part of a major asset migration project.
The transfer, comprising new business as well as re-registration from a number of other platforms, will initially comprise of around £50m of assets. The move will allow Clifton clients to see their off and on-platform assets in one place, including trustee bank accounts, pension loans and intellectual property. "Following a very thorough and extensive due diligence process we were delighted to select Novia as our platform of choice," said Clifton managing director Neil Greenway. "This is the next exciting step in the group's evolution." Novia sales director Paul Boston (pictured...
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