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Carbon Financial Partners took home the inaugural Adviser Firm of the Year (UK) trophy at the 2015 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.
Discretionary fund manager (DFM) Copia Capital Management - part of the Novia group - has reported its first annual performance figures since it began trading a year ago, which show it has beat The Investment Association (IA) industry sector average across...
'There could be disasters in the D2C space'
Wrap platform Novia has formed a strategic partnership with Tavistock by teaming up with Cocoon Investments to acquire a £250,000 stake in the business.
Scotland voting yes to independence from the rest of the UK would be a "disaster" Novia chief executive - and Scot - Bill Vasilieff has said, less than a month before the referendum.
Novia's profits rose sharply last year after the group received a boost from the sale of its Novia Investment Services arm to Aegon.
Charles Stanley has rolled out its Collectives Portfolio Service to five platforms.