

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.
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 >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 >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 >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.
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