Copia is proud to say we are a multi-award-winning DFM. Our awards and accreditations are listed below.
We are delighted to announce that the Select Accumulation range of portfolios have been given a 5 Diamond rating after close scrutiny by Defaqto.
Receiving a 5 Diamond Defaqto rating confirms that our range of Select Accumulation Portfolios offers a good proposition relative to the peer group across charges, performance, risk shape and other features.
Copia are delighted to have been recognised for the first time in the FT Adviser annual Service Awards, being awarded a prestigious four stars for our services to the adviser community.
These awards are in their 32nd year, and the organisers say that they “continue to highlight the very best in service provision to advisers and their clients from across the financial services industry. The Financial Adviser Service Awards rate providers from ‘One Star’ (poor service) to ‘Five Stars’ (excellent service) – and the votes are all given by thousands of FTAdviser readers.”
Joanne Benson, Head of Investments at Copia Capital Management has been named one of the UK’s 100 most influential fund selectors of 2022 by Citywire Wealth Manager. The annual list is compiled through in-depth, quantitative research and includes not just those who control the most assets, but also those who are reshaping the industry. Find out more about Joanne’s experience.
Copia Capital is delighted to have been highly commended in the ‘Multi-Asset Manager of the Year’ category at the MoneyAge Wealth & Asset Management Awards 2023.
The Awards celebrate success and innovation in the wealth and asset management industry, looking for success in both retail and institutional money management and investment.
Copia has partnered with Earthly and is working towards becoming a fully climate positive organisation by funding a nut farming project in Brazil. We are currently a climate positive team and have achieved this goal by carbon offsetting all our employees’ workplace activities.
Managing Director Robert Vaudry has been named as the Investment Management Leader of the Year for the UK by Finance Monthly in its 2021 Global Awards. Robert was nominated for the award via Finance Monthly’s third party online voting platform, which was followed by further analysis and consideration carried out by an independent judging panel.
Copia Capital Management won the award for ‘Best Value for Money’ in the Citywire Wealth Manager Adviser Choice Awards. Copia was also shortlisted for the awards for ‘Best Reporting’, ‘Most Satisfactory Investment Outcome’ and ‘Scotland and Northern Ireland’.
Copia Capital Management’s Managing Director Robert Vaudry has been named as the ‘Most Outstanding Leader in Investment Management 2022 – UK’ in the Corporate Excellence Awards, given by Corporate Vision Magazine.
Copia Investment Analyst Natalie Wallace was Highly Commended in the Rising Star (Individual) category by the Portfolio Adviser Wealth Partnership Awards 2023.
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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