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

2nd March 2026

On Saturday, the US and Israeli forces launched strikes across Iran targeting key security and political targets. President Trump announced the death of Iran’s Supreme Leader Ayatollah Ali Khamenei later that day. Airstrikes have continued across the country since, and, despite the loss of forty senior commanders, the Iranians have continued retaliating by bombing targets in Israel and the Gulf. Unlike last year’s Operation Midnight Hammer, Trump expects the current campaign to go on for “four weeks or less”.

At least three ships were attacked near the Strait of Hormuz this weekend and the important waterway is effectively at a standstill. 20% of the world’s oil and gas are shipped through Hormuz…

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23rd February 2026

UK unemployment reached its highest since the pandemic at 5.2% in the final quarter of last year, above the 5.1% economists were forecasting. The jobless rate among 18–24 year olds continued to rise, climbing to 14% as young people bear the brunt of the hiring slowdown. The market is now pricing in two UK interest rate cuts this year to 3.25%…

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16th February 2026

Fresh fears over new AI innovations hit the UK and US wealth management sectors last week. On Monday, US startup, Altruist unveiled a new AI driven tax planning tool which they claim can “produce fully personalised tax strategies… in minutes.” The latest feature from their Hazel AI platform can supposedly generate personalised tax strategies…

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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: Royal Mead, Railway Place, Bath, BA1 1SR. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

© 2021 - 2025 Copia Capital

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