Working With You
Portfolio Services
Weekly Espresso: 22 November 2021 »
RISK BAROMETER:
+ 0.2
More information on our Risk Barometer
MONTHLY PERFORMANCE REPORT: October 2021 »
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
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.
The infoshot to help kick-start your week Last Week JPMorgan Chase sued Tesla for $162.2 million, accusing the electric car company of “flagrantly” breaching a contract related to stock warrants […]
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