Copia Capital - Copia Capital

Working With You Portfolio Services

Copia has a unique way of working with and supporting IFAs. We’re an internationally experienced team who exist to help make you more successful – by de-risking your business and helping you give the best advice to your retail clients.

Think of us as your personal investment management partner. The nerve centre of your operation, your engine room and a silent, but vital part of your commercial team. Some clients even describe us as the brains behind their investment business.

However you like to think of us, Copia is your personal investment management partner and a vital part of your commercial team and proposition.

Award winning specialist to de-risk your discretionary fund management (DFM) activities

Proven qualitative approach backed by rigorous quant models

Bringing institutional level insights and financial products to IFAs everywhere

100% B2B, we never work directly with retail investors

Portfolios constructed with a 'whole of market' approach

Working with advisers on a “reliance on others” (agent of) basis

The Copia management team

Our business is only as good as our people and Copia is fortunate to count some of the brightest stars in the DFM industry among the team.

Copia works exclusively with IFAs and our aim is to help your clients make more successful investments. ‘There’s a better way to do this’ is our mantra and we pride ourselves on having a unique, market-challenging approach.

What IFAs say

“We like the fact that we own the brand that our clients see – that the portfolios are entirely our own. Would I recommend them to other advisers? Definitely. Especially if they have their own portfolios: for us Copia managed the transfer seamlessly and I’m very happy with the relationship that we’ve built with them.”

“Copia also offered very good value – when we looked at the cost of their service against the historic performance outcomes we could see that it would be hard for us to do better. On top of this, we liked the fact that the portfolios that they created for us would be using Prosperity’s branding.”

“The clients are very happy with the results: they see the high quality service that Thomson Tyndall provide (and can now focus on) and they benefit from the performance from the model portfolios that we design and agree with Copia, who then implement them.”

Centralised Investment Propositions:
An overheating engine?

Copia Capital commissioned insight consultancy the lang cat to conduct in-depth research into how advisers are operating their CIPs. Among other issues, the lang cat talked to more than 100 advice firms about:

What drove them to build a CIP in the first place?
What benefits are they seeing?
Are firms running portfolios in-house, or outsourcing?
If firms are outsourcing, what drives them towards this decision?
What are the key areas of overheating risk in the CIP ‘engine’?

Read the full report into how CIPs became a victim of their own success and what advisers can do about it.

Accreditations & Awards

Robert Vaudry, our Managing Director, talks about the changes happening at Copia and our vision for building the relationships we have with advisers in the future.

Your retail clients have a huge array of investment targets and Copia has designed the broadest possible range of portfolio services to meet their diverse needs.

Whether your clients are interested in long term financial growth or a sustainable retirement income, we have an appropriate investment solution, delivered with the reassurance of our expertise and enhanced by our partnership approach.

High performing investment portfolios combining passive and active funds to ensure transparency, diversification and risk control.

Build your own IFA investment brand with ‘white-labelled portfolios’ backed by full marketing support and Copia’s expertise.

Fully bespoke and branded portfolios designed in partnership with Copia to satisfy your clients’ specific investment objectives.

Our investment consultancy research service tailored to advisors developing their own investment solutions for defined client target markets.

Our range of portfolios are available on the following platforms

INSIGHTS

27th June 2022

The infoshot to help kick-start your week Last Week Norges Bank made largest rate hike in 20 years of 50bps, not ruling out further measures as it works to tackle […]

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21st June 2022

After a shaky start to the month global equity markets climbed higher in March, allowing investors to claw back some of the losses …

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20th June 2022

The infoshot to help kick-start your week Last Week The US Fed increased interest rates by 75 bps, the biggest hike in almost 30 years. For the first time in […]

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