Copia Capital are Discretionary Fund Management specialists. We offer a range of Managed Portfolio Services (MPS), including a custom service, designed to enable IFAs to give their retail clients the potential to achieve their desired outcomes, including investment returns, capital preservation, durable income and sustainability.
Working in partnership with us means your clients will benefit from our expert portfolio management and investment research. This leaves you more time to focus on your clients’ wealth planning needs and deepening your existing customer relationships.
Copia was created to bring institutional level economies of scale and expertise to IFA businesses. We have a unique way of working with IFAs, to de-risk your fund management activities with a range of added value services.
Think of us as the nerve centre of your operation. Your engine room and a vital part of your business team. Personal investment management advisers that you can call upon at any time. People, who can help make you more successful, by de-risking your business and helping you better advise your retail clients.
Unlike other DFM providers, we are 100% B2B and will never work directly with retail investors. Whatever your needs, we are here to add value to your business, to drive efficiencies and to ensure that you have access to the same cost advantages and expertise as institutional investors.
At Copia, our goal is to help advice and planning firms become more successful, by de-risking your business and providing investment solutions that give the best possible client outcomes. This includes sharing insights and original research that will help you take better informed business decisions.
For example, we recently commissioned the lang cat to conduct in-depth research into how advisers are operating their CIPs: what drove them to build a CIP in the first place? Are firms running portfolios in-house, or outsourcing? Is there a tipping point where firms become so large it makes more sense to outsource? What do firms think makes for a good outsourcing partner? In short, we wanted to understand how advisers can ensure their CIP is operating effectively, delivering the best possible outcomes for them and their clients.
Whether you are interested in the ‘ready to go’ Copia MPS portfolios, our IFA-branded MPS Plus service to support your client marketing, or in our MPS Custom service designed bespoke to your clients’ needs, we have a service to suit your business strategy.
Want to learn more? We recommend you start with a conversation.
Contact one of our investment team.
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.
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.
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.
