Cross-border investment provider
Novia Global
Listed for comparison
Adviser-led international wealth platform. A professional adviser is generally required. Adviser-led platform. The reviewed material cites clients across 164 countries.
At a glance
- Provider type
- Adviser-led global investment / wealth platform
- Cross-border fit
- Adviser-led platform. The reviewed material cites clients across 164 countries.
- Account / booking model
- International wealth platform. The wrapper and the entity depend on the adviser and the client’s location.
- Investment model
- 7,000+ multi-currency funds, ETFs, equities, structured notes and managed portfolios are described. The domicile of each investment is separate from where the account is booked.
- Currency capability
- Multi-currency support across international investment boundaries is described. FX costs are not published here.
- Custody
- Platform administration and custody or execution through an adviser-led architecture.
- Adviser model
- The platform must generally be used through a professional adviser. This page does not open an account directly.
- Reporting
- Reporting, data visualisation and adviser reporting tools are described.
- Public minimum / segment
- Not publicly stated
Who it may suit
People whose investments are arranged through a professional adviser, comparing an international platform. That describes the published focus. It is not a view on whether this provider is suitable for you.
The reviewed material describes an adviser-led proposition. This page does not open an account directly.
Residence and client eligibility
Trusted by clients across 164 countries, on an adviser-led platform. That citation is not a list of countries where a new account can be opened directly.
A group can serve more than one jurisdiction through different legal entities. Account opening and advice permissions can depend on residence. Confirm current eligibility with the provider.
Where is the account legally held?
International wealth platform. The wrapper and the entity depend on the adviser and the client’s location.
An account may be managed by a global brand but legally booked with a specific local or offshore entity. That can affect regulation, investor protection, complaints and tax reporting.
Where are the investments themselves domiciled?
7,000+ multi-currency funds, ETFs, equities, structured notes and managed portfolios are described. The domicile of each investment is separate from where the account is booked.
Three places can differ at the same time: where you live, where the account is legally booked, and where a fund, ETF, share or other security is established. This page does not turn that distinction into a tax conclusion.
Currency and FX
Multi-currency support across international investment boundaries is described. FX costs are not published here.
Multi-currency holding, the currencies available, and whether a conversion is required can each depend on the entity. Current FX rates and spreads are not published here.
Custody and execution
Platform administration and custody or execution through an adviser-led architecture.
Who holds the assets, who executes an order, and how settlement works can sit with different firms in the same group. A custody description on one page is not a protection that applies to every account.
Adviser and service model
The platform must generally be used through a professional adviser. This page does not open an account directly.
Self-directed, advisory and discretionary services follow different permissions. Confirm which model would apply to your residence.
Reporting and tax support
Reporting, data visualisation and adviser reporting tools are described.
Statements, consolidated reports and tax schedules are records. They do not, by themselves, mean the provider calculates or files your tax.
Minimum and client segment
Not publicly stated.
A published band can apply to one service and not to another. Confirm the current minimum for the entity and the service you are comparing.
What happens if you move country
Trusted by clients across 164 countries, on an adviser-led platform. That citation is not a list of countries where a new account can be opened directly.
Keeping an account, adding money, receiving advice and buying the same investments can each change after a move. Confirm each one for the country you are moving to.
Fees and charges
Ask the provider for a full schedule covering advice, platform, custody, trading, FX, product and transfer costs.
Questions to ask
Can you serve someone resident in my country?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
Which regulated entity would hold my account?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
Where would my account be legally booked?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
Can you continue serving me if I move again?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
Which currencies can I hold?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
What FX costs apply?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
How are investments custodied?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
Which markets and investments are available?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
Do you provide discretionary, advisory or execution-only service?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
Can I transfer existing investments in specie?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
What reporting is available?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
What tax reports do you provide?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
Are there restrictions for US persons?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
What minimum assets apply?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
Which investor-protection scheme applies?
Confirm the current answer with Novia Global. It depends on the regulated entity, your country of residence and the investments involved.
Which regulated entity serves you?
International financial groups often operate through multiple regulated entities. The entity serving your account can determine the applicable regulator, investor protections, permitted products and whether the relationship can continue after a move.
Do not treat Novia Global as a direct retail account. The adviser relationship determines how the platform is used.
Sources and review
Information is based on publicly available provider information reviewed by WiT Access. Jurisdictions, products, fees and eligibility can change. Reviewed 6 October 2026.
WiT Access provides general information and comparison resources. Nothing on this page constitutes investment, financial, tax or legal advice. Investments can fall as well as rise in value.
Request an introduction
This form asks WiT Access to pass an enquiry about Novia Global. It does not mean a formal introducer agreement is in place, and it does not mean the provider can serve your residence.