[email protected]

020 4599 6475

[email protected]

020 4599 6475
Working With You Portfolio Services

Weekly Espresso:  01 July 2024 »

RISK BAROMETER: + 0.57 More information on our Risk Barometer

MONTHLY PERFORMANCE REPORT:   May 2024 »

Delivering innovation, collaboration and performance:
the Copia modern partnership with advisers
working with copia »
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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

Copia Capital - Management Team

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.

Read about our 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.

Read our story

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.”
Graham HillDirector, Roxburgh Group
“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.”
Owen HaddenChartered Financial Planner, Prosperity Financial
“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.”
Mike BaggaleySenior Consultant, Thomas Tyndall
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Read the case studies

2024  Adviser Research – part 2

“An Overheating CIP:  Ways to cool the engine”

An overheating CIP: 2024 - Ways to cool the engine - Report Cover Image

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.
DOWNLOAD YOUR FREE COPY

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 - Changing Gear
DOWNLOAD YOUR FREE COPY

Rethinking Retirement Toolkit

Rethinking Retirement - reassess and find the right solutions for you and your clients

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.

CLICK HERE TO GO TO THE RETHINKING RETIREMENT HUB

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.

Register now

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.

The Consumer Duty Toolkit - Our guide to the new legislation and the steps you need to take to get your ducks in a row for July 31st

Accreditations & Awards

Copia recognised for the first time in FT Adviser Service Award with Four Stars
Read more
Play Video

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.

Working with Copia

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.

Learn more about our portfolio services

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

Wealthtime
Wealthtime Select
FIND OUT MORE ABOUT OUR PORTFOLIOS

INSIGHTS

1st July 2024

In the recent presidential debate, President Joe Biden’s faltering performance, marked by blunders and misstatements, raised concerns about his age and ability to compete against Donald Trump.

Read >

25th June 2024

May proved to be a decent month for both equity and bond market returns which were boosted by improving economic conditions coupled with anticipation of interest rate cuts by the Bank of England (BOE) and the Federal Reserve (FED) later this year.  There were some exceptions with small losses in Japanese equities and Global Government bonds however most of this was attributed to currency moves as Sterling rallied against most other developed currencies.

Read >

24th June 2024

The Bank of England decided to maintain its benchmark interest rate at 5.25%, but the meeting minutes hinted at a potential shift towards easing, with some members of the Monetary Policy Committee expressing a leaning towards rate cuts soon. This triggered market movements, pushing the probability of a rate cut in August above 50%. Governor Andrew Bailey’s remarks leaned towards a dovish stance, emphasising the significance of recent economic data.

Read >
MORE INSIGHTS FROM COPIA

HOW CAN WE HELP YOU?

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

CONTACT US

FOLLOW US

Copia Capital Management

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

T: 020 4599 6475

E: [email protected]

Understanding the risks

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.

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

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