Working With You
Portfolio Services
Weekly Espresso: 18 October 2021 »
RISK BAROMETER:
+ 0.2
More information on our Risk Barometer
MONTHLY PERFORMANCE REPORT: September 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.
Oil prices rose on Friday to trade 4% up on the week, buoyed by a global energy crunch that has helped gas prices to record highs and prompted China to demand increased coal production.
Read >
Inflation numbers have been rising this year, in the UK and globally. We saw this first in the US as inflation ticked up above 2% in March and it has […]
Read >
Oil prices rose on Friday to trade 4% up on the week, buoyed by a global energy crunch that has helped gas prices to record highs and prompted China to demand increased coal production.
Read >Want to learn more? We recommend you start with a conversation.
Contact one of our investment team.
I work for an advisory / professional firm or other eligible counterparty.
I will take responsibility for any jurisdictional restrictions that apply to the services described by this website in accordance with applicable law and regulation.
I have read and accept that Cookies are used on this website. I understand that a Cookie will show that I have accepted the terms to access this website.
I confirm that I am resident in the UK or other EU Country and I am not a US citizen.
I have read and accept that Cookies are used on this website. I understand that a Cookie will show that I have accepted the terms to access this website.
The content of this website may only be viewed by persons that meet either of the above conditions. If neither option is applicable please click here which will close this webpage.
