Follow the links to news stories from Copia Capital and press articles about us.
For further information on any of the items below or new press enquiries please contact [email protected]
25 July 2022
Fund launches falter
Our Head of Investments, Joanne Benson, comments in Portfolio Adviser on why fears of a tepid reception is seeing fund launches falter. Read the full article here.
25 July 2022
What are the benefits of outsourcing to a DFM?
Our MD Robert Vaudry comments to FT Adviser on the pros and cons of outsourcing to a DFM in this article which also cites the findings of our recent research ‘The Centralised Investment Proposition: an overheating engine?’. Read the full article here.
7 July 2022
Futureproofing CIPs for success
In this article for Professional Adviser, Copia MD Robert Vaudry outlines his pointers for CIP effectiveness and efficiency and urges firms to ‘get their house in order’. Read the full article here.
6th July 2022
Copia Capital wins five new MPS Custom clients
Copia today announced that it has signed five new advice firms to its premium portfolio service, MPS Custom. The new clients are Hertfordshire-based Fixmypension.com, West Yorkshire’s Symphony Financial Advisers, Milne Craig near Glasgow and Watt Money and Informed IFA, both in Berkshire. Read the full press release here and you can read media coverage of the story in New Model Adviser, Wealth Manager, Money Marketing, Professional Adviser and Britain News Time.
8th June 2022
Copia Capital appoints Craig Berry as Sales Manager for the North
Read the press release above and see coverage of his appointment in Portfolio Adviser
24th May 2022
Financial services key to UK economic recovery, says Tulip Siddiq MP at Copia webinar
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.
6th May 2022
IFA Magazine reports on the ‘in-depth research conducted by the lang cat on behalf of Copia’ which finds that CIPs are increasingly becoming a victim of their own success, and showing that the average IFA firm spends 71 days a year running their CIP.
6th May 2022
FT Adviser reports on our research with the lang cat, saying “CIPs are ‘becoming a victim of their own success’”
6th May 2022
Professional Adviser reports on Copia’s research with the lang cat, saying our research shows that “CIPs are in danger of ‘overheating,’ and outsourcing helps significantly”.
6th May 2022
Press coverage in Money Marketing for Copia’s new research with the lang cat, showing CIPs are in danger of ‘overheating’
5th May 2022
Advice firms spend 71 days per year operating their CIP, finds Copia Capital
Copia has published new research carried out in conjunction with the lang cat which shows that the majority of firms think that their CIPs are in danger of overheating and will soon reach a tipping point where they become unworkable. The research also looks at how outsourcing portfolio management can help reduce the administrative burden of CIP management.
13th April 2022
Copia are proud to have sponsored the ESG and Sustainable MPS Report produced by ESG Accord. The report has been designed for functionality and it helps advisers match the most appropriate MPS to their client’s ESG & Sustainability objectives and preferences.
25th March 2022
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.
24th March 2022
Copia’s MD Robert Vaudry writes for FT Adviser on ‘Why the DFM market has become so competitive’ and what advisers should be considering when they choose a DFM.
15th February 2022
Corporate Vision Magazine names Copia’s Robert Vaudry as ‘most outstanding leader in investment management 2022 – UK’.
3rd February 2022
25th January 2022
Copia moves to new London offices to support growth »
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