novia financial
Bath
Novia is based in Bath and was created in 2008 by a management team with decades
of experience working in investments, and more precisely in Investment
Platforms. Having all originally worked at platforms that were subsidiaries of
asset management groups, their vision was to create an investment platform that
put the customer at the heart of everything they do. Dedicated to delivering a
leading wealth management service are our highly experienced Board, Executive
Team and Sales Team. Novia's board is chaired by Mark Winlow, an experienced
Independent Non-Executive Director in the financial services sector whose other
roles include Ageas and Starling Bank. Our board also includes: Peter Cartwright
(non-exec) - partner and Head of Private Equity at AnaCap, who brings extensive
experience across the financial services sector, where he has operated
throughout his career in an executive and non-executive capacity. Robert Massey
(non-exec) - a managing director at AnaCap focusing on business services. He
joined AnaCap from Oliver Wyman, where he was a Principal in the Financial
Services practice. Ken Fry (independent non-exec) – brings considerable
experience in financial services technology having been the CTO and latterly COO
of Aberdeen Investment Management. Jane Dale (independent non-exec) – an
experienced former finance director for several financial services business and
currently a non-executive director for a range of financial service providers.
Jane is chair of the Novia Audit & Risk Committee.
