Copia Capital - Copia Capital

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Working With You Portfolio Services

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

The Copia management team

Our business is only as good as our people and Copia is fortunate to count some of the brightest stars in the DFM industry among the team.

Copia works exclusively with IFAs and our aim is to help your clients make more successful investments. ‘There’s a better way to do this’ is our mantra and we pride ourselves on having a unique, market-challenging approach.

What IFAs say

“We like the fact that we own the brand that our clients see – that the portfolios are entirely our own. Would I recommend them to other advisers? Definitely. Especially if they have their own portfolios: for us Copia managed the transfer seamlessly and I’m very happy with the relationship that we’ve built with them.”

“Copia also offered very good value – when we looked at the cost of their service against the historic performance outcomes we could see that it would be hard for us to do better. On top of this, we liked the fact that the portfolios that they created for us would be using Prosperity’s branding.”

“The clients are very happy with the results: they see the high quality service that Thomson Tyndall provide (and can now focus on) and they benefit from the performance from the model portfolios that we design and agree with Copia, who then implement them.”

2024 Adviser Research – part 2

“An Overheating CIP: Ways to cool the engine”

Copia Capital commissioned insight consultancy the lang cat to conduct in-depth and exclusive research into how advisers are adapting (or not) to market and regulatory changes. Their second report – into the effectiveness of CIPs – is now available; among the key findings are:

A third (36%) of UK financial advice firms have seen the admin burden of their CIP increase over the last year
On average, firms estimate they now spend 81 days annually managing their CIP, up from 71 days in 2022
This increased admin is driving a surge in outsourcing, with more than half (55%) of advice firms now outsourcing CIP management, and just 34% running models in-house, compared to 38% and 51% respectively two years ago
Firms running their CIP in-house spend 139 days on investment management, compared to 32.5 days for those who outsource.

2024 Adviser Research – part 1

“Rethinking Retirement: Changing Gear?”

Copia Capital commissioned insight consultancy the lang cat to conduct in-depth research into how advisers are adapting (or not) to the changing market for retirement advice. and operating their CIPs.

The first report based on this research is out now.

Among the key findings of the research:

at the start of this year just one in five advice firms planned to make changes to their investment approach for clients in retirement
advisers have a growing interest in guaranteed and smoothed investment products for clients taking an income, with one in three (30%) increasing their usage of these products in the last two years and a further quarter (26%) reviewing their approach
only 5% of advisers were ‘extremely confident’ that their approach to retirement planning makes them stand out from the competition

Read the full report and sign up to be notified when the second report on the state of adviser CIPs it published.

Rethinking Retirement Toolkit

With the FCA having published its thematic review of retirement strategies, we think the direction of travel from the regulator is clear. Firms need to reassess their existing retirement investment and income strategies. Plans that leave clients in accumulation-focussed portfolios or that lack a suitable amount of secure income will come under scrutiny and could be accused of complacency.

Find lots more information on our thinking and get access to a variety of tools, articles and materials on the Rethinking Retirement Hub, bought to you with our colleagues at Wealthtime and external experts at the lang cat.

You can also find details of our Rethinking Retirement Roadshow programme: a nationwide programme of CPD-accredited workshops, featuring speakers from the lang cat, Wealthtime, Copia and Just.

The Consumer Duty Toolkit

Whether you are running a centralised investment proposition (CIP), building your own portfolios or outsourcing to a provider such as Copia, the regulatory requirements are clear.

The challenge is not only to ensure compliance, but to also ensure your CIP doesn’t become unmanageable. A pragmatic and proportionate approach to implementation is required, and we want to help.

Register now for an introductory guide clarifying the requirements, the steps you need to take to meet them and an outline of the tools we’ll be launching over the coming months.

Over the coming months we will email you each element of the Toolkit as it becomes available, along with invitations to a series of webinars to discuss implementation and answer your questions.

Accreditations & Awards

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.

Copia's range of portfolios are available on the following platforms

INSIGHTS

19th November 2024

Global markets faced a turbulent October as a mix of economic, political, and policy-related challenges weighed on investor sentiment. 2024 has seen equity markets deliver positive returns but part of these returns were given up in October. Markets had several things that they looked to address through the month, which included the UK budget, a weaker U.S. jobs report, mixed corporate earnings from major tech companies, and uncertainties surrounding the U.S. election. Additionally, the Federal Reserve’s slower path for rate cuts, ongoing inflation concerns, and fluctuating oil prices due to Middle Eastern tensions added to market pressures, while gold continued to rally on the back of all these market uncertainties..

Read >

18th November 2024

US Fed Chair Jerome Powell has stated that ongoing economic growth, a strong job market, and inflation above the 2% target mean there is no urgency to lower interest rates. He emphasised that inflation remains on a sustainable path to 2%, allowing a gradual shift toward a neutral monetary policy. However, the timeline for this transition and the neutral rate level remains uncertain, especially given economic strength and the potential impact of new tariffs, tax policies, and immigration changes. Powell noted no immediate signs prompting faster rate cuts, signalling a cautious approach to future adjustments. Treasury yields responded accordingly.

Read >

11th November 2024

Donald Trump has reclaimed the U.S. presidency, marking a historic return to power eight years after his initial win over Hillary Clinton and four years after Joe Biden’s victory. Sweeping key battleground states, Trump secured what he called an “unprecedented and powerful mandate,” signalling a resurgence of the conservative populism he championed in 2016. With the Senate back in Republican hands, his administration faces a smoother path to confirm appointments and enact policies, from broad protective tariffs on imports to restructuring the federal government by appointing loyalists to key bureaucratic roles.

Read >

HOW CAN WE HELP YOU?

Want to learn more? We recommend you start with a conversation.
Contact one of our investment team.

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The Copia management team

Our business is only as good as our people and Copia is fortunate to count some of the brightest stars in the DFM industry among the team.

Copia works exclusively with IFAs and our aim is to help your clients make more successful investments. ‘There’s a better way to do this’ is our mantra and we pride ourselves on having a unique, market-challenging approach.

What IFAs say

The Consumer Duty Toolkit

Accreditations & Awards

Copia's range of portfolios are available on the following platforms

INSIGHTS

19th November 2024

18th November 2024

11th November 2024

HOW CAN WE HELP YOU?

FOLLOW US

Understanding the risks

Copia Capital Management

Hamilton House, 1 Temple Avenue, London, EC4Y 0HA

T: 020 4599 6475

E: [email protected]

© 2021 - 2024 Copia Capital

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Customers and prospective customers