Copia Capital – Home Staging Page

Working With You Portfolio Services

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

15th September 2025

While waiting for the outcome of this week’s Federal Reserve meeting, US markets performed well last week.

A huge 30% boost in the price of Oracle shares drove markets up and generated some fresh AI enthusiasm. The database software maker has seen demand for its cloud services increase as AI companies seek the vast datacentres they need to power their technology. Oracle showed off some hefty growth prospects in their annual earnings reports. They actually missed their earnings and revenue estimates, but what got investors really excited was the prospect of 77% growth in cloud infrastructure revenue in 2026. On the back of this, Oracle have set new cloud infrastructure revenue targets of $32bn, $73bn, $114bn and $144bn subsequently over the next four years.

Read >

11th September 2025

We’ve seen decent returns across various asset classes over the last three months and again in August. Equity markets showed their ability to climb the “wall of worry” despite complex geopolitical tensions, trade policy developments and monetary policy uncertainty.

Read >

Why Europe should be on your radar

When the EU signed the dotted line and agreed to a 15% tariff rate with the US, it is fair to say they were not celebrating. However, there was a general view that the worst-case scenario had been averted, and Europe had at least established a measure of certainty.

Read >

HOW CAN WE HELP YOU?

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

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

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

Advisers, staff of professional firms and other eligible counterparties

I work for an advisory / professional firm or other eligible counterparty.

I will take responsibility for any jurisdictional restrictions that apply to the services described by this website in accordance with applicable law and regulation.

I have read and accept that Cookies are used on this website.  I understand that a Cookie will show that I have accepted the terms to access this website.

Customers and prospective customers

I confirm that I am resident in the UK or other EU Country and I am not a US citizen.

I have read and accept that Cookies are used on this website.  I understand that a Cookie will show that I have accepted the terms to access this website.


The content of this website may only be viewed by persons that meet either of the above conditions.  If neither option is applicable please click here which will close this webpage.