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

4th November 2024

In Labour’s first Budget in 14 years, Chancellor Rachel Reeves introduced £40 billion in tax increases aimed at restoring economic stability and addressing a £22 billion fiscal gap. Key changes include a £25 billion hike in employer National Insurance contributions and increased rates for capital gains, inheritance, air passenger, and alcohol duties, while fuel duty will remain unchanged. Reeves also announced a 6.7% rise in the National Living Wage to £12.21, benefitting full-time workers. Additional funds include a £22 billion boost for the NHS, substantial defence funding, and enhanced support for education and local services. To support infrastructure, Reeves introduced new debt rules, allowing increased investment.

Read >

28th October 2024

Asia-Pacific markets rose on Monday, with Japan leading gains following the country’s recent general election. Japan’s Nikkei 225 index climbed 1.8% as a weaker yen, which fell to a three-month low against the dollar, supported market sentiment. This currency shift followed Japan’s ruling Liberal Democratic Party’s loss of its majority in the lower house, adding potential near-term volatility to the USD-JPY exchange rate, according to TickMill’s Patrick Munnelly. Mainland China stocks also recovered from early declines, while Hong Kong’s benchmark index posted modest gains as investors looked to upcoming domestic and international developments.

Read >

28th October 2024

The global equity markets in September delivered mixed outcomes, influenced by various economic developments across key regions. Interest rate decisions, particularly in the US, played a pivotal role in driving market returns. The Federal Reserve surprised investors by cutting interest rates by 50 basis points—double what many had expected. This proactive move was aimed at countering potential economic weakness. The lower borrowing costs resulted in the US equity market hitting new highs. The question remains whether inflation is fully under control or whether we may see this re-emerge going forward.

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

4th November 2024

28th October 2024

28th October 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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Advisers, staff of professional firms and other eligible counterparties

Customers and prospective customers