Working With You Portfolio Services

Weekly Espresso:  16 May 2022 »

MONTHLY PERFORMANCE REPORT:   April 2022 »

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

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

Citywire - Adviser Choice Awards 2021 - Winner - Best Value for Money
fm-globalawards2021-1
Earthly - Climate Positive Team
Play Video

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

Wealthtime

INSIGHTS

16th May 2022

The infoshot to help kick-start your week Last Week Dollar climbed to a 20-year high as job report failed to dispel rate fears. The dollar index touched a high of […]

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9th May 2022

In a bid to tackle inflation, the BoE raised interest rates by 0.25%, increasing rates to 1%. The US Federal Reserve also concerned, announced a 0.5% hike…

Read >

3rd May 2022

Russia will cut off the gas to Poland and Bulgaria in a major escalation in the standoff between Moscow and Europe over energy supplies and the war in Ukraine …

Read >

HOW CAN WE HELP YOU?

Want to learn more? We recommend you start with a conversation.
Contact one of our investment team.

Copia Capital Management

Fleet House, 8-12 New Bridge Street, EC4V 6AL

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

© 2021 Copia Capital

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