Please keep an eye out for all our upcoming events, new launches and anniversaries along with further details on our scheduled webinars.
This presentation will share the findings of a major new research study among advisers. It will focus on how adviser businesses can improve their operational efficiency, become more profitable, manage increasing regulatory pressures and even achieve a better sale valuation. The presentation will be based on the findings from a major independent research study commissioned by Copia from the lang cat, which interviewed more than 100 advisers and which was shared for the first time in public at the PFS Regional Conferences.
The presentation will share the views of advisers, and the owners of adviser businesses, on the costs and burdens of building and running a typical adviser CIP, and the attractiveness of the alternative options such as outsourcing the CIP.
The presentation will analyse the 5 stage CIP process from design to implementation, monitoring, maintenance and reporting, and show where the pain points sit in terms of financial cost, time requirements and governance.
Copia is delighted to have been selected as one of five ‘Partners in Professionalism’ by the Personal Finance Society for its summer series of 25 regional conferences.
Copia will be presenting on the topic of ‘Future-proofing your CIP’, sharing the findings from a major new research study into the operational challenges of running a centralised investment proposition, and outlining the options for advisers going forwards.
Reforming some “overly prescriptive” EU regulations is crucial to helping the UK financial services sector thrive and to fuelling the UK economic recovery, said Tulip Siddiq, Shadow Economic Secretary to the Treasury, speaking at our recent webinar. The Labour MP for Hampstead and Kilburn was speaking with Robert Vaudry and Jo Benson from Copia on the prospects for the UK economy and for the City, as well as sharing insights into Labour’s economic strategy. You can watch a recording of the webinar here and read our press release here, as well as media coverage of the event in FT Adviser, Money Marketing and IFA Magazine.
Novia and Copia were pleased to be joined by the Minister for Pensions, Guy Opperman MP, Fotios Kassiandis, PhD of MSCI and Andrew Walsh of UBS plus Copia’s own Hoshang Daroga to present a webinar on the topic of ESG investing. A range of topics was be covered, including Boris Johnson’s pledge to make London “the global centre of green finance.”
Our invitation-only workshops took place around the UK in 2020.
To view the materials, please see:
To find out more, please contact us.
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