Copia Capital is an award winning Discretionary Fund Manager (DFM). We work exclusively with IFAs and our aim is to construct superior portfolios to meet client needs across the full risk-return spectrum. ‘There’s a better way to do this’ is our business mantra and we pride ourselves on having a unique, market-challenging approach. This mindset continues to serve us well.
Copia offers a proven route for IFAs to reliably de-risk their investment activities with a range of industry-leading portfolio services. Working in partnership with us allows IFAs to achieve great client outcomes, because every investment decision is underpinned by Copia’s data driven approach and technical know-how. It’s like having your own personal investment guru to support you at each stage in the process. We’re all about finding new, improved routes to achieving investment success and for innovating. We like to shake up the status quo. In turn, we ensure your success by prioritising the development of personal connections with every one of our IFAs. It means we can think on behalf of every one of your clients, identifying the best possible funds available to suit their unique investment goals.
Copia are pure B2B specialists. Unlike other discretionary fund managers, we will never deal directly with retail investors and we have no ambitions to. Instead, we leave that to our customers, you, the IFA community.
Thanks to our expert guidance, thousands of IFAs guide their clients towards high performance portfolios and investment success. We add value to the work IFAs do by sharing our extensive experience in Discretionary Fund Management and by offering a fresh and value based partnership approach.
Since launching in 2013 as a division of Novia Financial Plc, we’re now one of the most respected DFMs in the industry. In 2021 we were awarded the “Best Value for Money” DFM by Citiwire Awards and short-listed in 3 other categories. This success reflects the tight-knit, modern partnerships we have with our clients. Now backed by Anacap Financial Partners, Copia is a stable business with strong growth and is seeing an increasing demand for our services. We continuously strive to achieve that same high performance for you, our clients.
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.
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