[email protected]

020 4599 6475

[email protected]

020 4599 6475
Working With You Portfolio Services

Weekly Espresso:  19 May 2025 »

RISK BAROMETER: -0.42 More information on our Risk Barometer

MONTHLY PERFORMANCE REPORT:   April 2025 »

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

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
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

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

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

FIND OUT MORE ABOUT OUR PORTFOLIOS

INSIGHTS

Focus on Emerging Markets

There’s no denying that global markets are facing considerable uncertainty at the moment. Trump’s ‘Liberation Day’ on 2 April sent shockwaves across the world, and although ongoing negotiations have brought some relief, at the time of writing, the universal 10% tariff on imports to the US remains in place, along with additional country- and sector-specific measures.

In general, tariffs aren’t good for markets…

Read >

Are UK REITs right for revival?

It is fair to say, over the last few years, the UK stock market has not been seen as that attractive or compelling for numerous reasons. But recently, we have seen a very definite uptick in interest in UK property assets…

Read >

19th May 2025

US stocks posted strong gains last week following the news that the US and China had agreed to lower tariffs and put a 90-day pause on their trade war. The agreement means US tariffs on Chinese goods will come down from 145% to 30%, and China’s levies on US imports will go down from 125% to 30% while further negotiations take place. Saudi Arabia’s Crown Prince Mohammed bin Salman also pledged to invest $600bn in the US. Details of most of the specific commitments are vague, but $142bn is set aside for arms, $20bn for AI data centres and $14.2bn for energy equipment and gas turbines. This news, combined with the tariff pause, has seen most American markets recover from their “Liberation Day” induced losses.

But it wasn’t all good news…

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

A relaxed read on the issues of the day

Focus on Emerging Markets

There’s no denying that global markets are facing considerable uncertainty at the moment. Trump’s ‘Liberation Day’ on 2 April sent shockwaves across the world, and although ongoing negotiations have brought some relief, at the time of writing, the universal 10% tariff on imports to the US remains in place, along with additional country- and sector-specific measures.

In general, tariffs aren’t good for markets…

Read >

Are UK REITs right for revival?

It is fair to say, over the last few years, the UK stock market has not been seen as that attractive or compelling for numerous reasons. But recently, we have seen a very definite uptick in interest in UK property assets…

Read >

19th May 2025

US stocks posted strong gains last week following the news that the US and China had agreed to lower tariffs and put a 90-day pause on their trade war. The agreement means US tariffs on Chinese goods will come down from 145% to 30%, and China’s levies on US imports will go down from 125% to 30% while further negotiations take place. Saudi Arabia’s Crown Prince Mohammed bin Salman also pledged to invest $600bn in the US. Details of most of the specific commitments are vague, but $142bn is set aside for arms, $20bn for AI data centres and $14.2bn for energy equipment and gas turbines. This news, combined with the tariff pause, has seen most American markets recover from their “Liberation Day” induced losses.

But it wasn’t all good news…

Read >

FOLLOW US

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

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

T: 020 4599 6475

E: [email protected]

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.

© 2021 - 2025 Copia Capital

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