Copia is proud to say we are a multi-award-winning DFM. Our awards and accreditations are listed below.
We won Multi-Asset Manager of the Year at the latest Wealth & Asset Management Awards!
The judges said, “With a strong submission, Copia Capital shined with its IFA partnership model, innovative portfolios, and solid investment performance.”
We are delighted to announce that the Select Accumulation range of portfolios have been given a 5 Diamond rating after close scrutiny by Defaqto.
Receiving a 5 Diamond Defaqto rating confirms that our range of Select Accumulation Portfolios offers a good proposition relative to the peer group across charges, performance, risk shape and other features.
We were delighted to be recognised in the FT Adviser annual Service Awards, being awarded a prestigious four stars for our services to the adviser community.
These awards are in their 32nd year, and the organisers say that they “continue to highlight the very best in service provision to advisers and their clients from across the financial services industry.
Mabel Insights recently launched a new award to highlight DFMs who demonstrate commitment to the adviser market, data transparency and improving adviser tech. And we’re delighted to be named among the first batch of winners!
Copia Capital Management have been added as a reporting partner at model portfolio service and multi-asset fund comparison site Mabel Insights.
Copia Capital is delighted to have been highly commended in the ‘Multi-Asset Manager of the Year’ category at the MoneyAge Wealth & Asset Management Awards 2023.
The Awards celebrate success and innovation in the wealth and asset management industry, looking for success in both retail and institutional money management and investment.
Copia has partnered with Earthly and is working towards becoming a fully climate positive organisation by funding a nut farming project in Brazil. We are currently a climate positive team and have achieved this goal by carbon offsetting all our employees’ workplace activities.
Copia Capital Management won the award for ‘Best Value for Money’ in the Citywire Wealth Manager Adviser Choice Awards. Copia was also shortlisted for the awards for ‘Best Reporting’, ‘Most Satisfactory Investment Outcome’ and ‘Scotland and Northern Ireland’.
Copia Investment Analyst Natalie Wallace was Highly Commended in the Rising Star (Individual) category by the Portfolio Adviser Wealth Partnership Awards 2023.
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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