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.
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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.
Reports that the US and Iran were progressing towards another ceasefire extension pushed oil prices lower and buoyed US markets last week. If signed off by President Trump, the tentative agreement will extend the ceasefire by 60 days and start talks over Iran’s nuclear programme.
However, peace deal optimism took some blows over the weekend following US strikes on radar sites in Iran and Iranian missile attacks on Kuwait. Israel also stepped up their activities in Lebanon, capturing the Beaufort Castle…
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Major US markets closed last week at an all-time high thanks to optimism around a peace deal between the US and Iran and more AI enthusiasm. Markets once again seemed immune from broader concerns about the US economy as 30-year Treasury bond yields climbed to their highest level in 19 years, and the minutes from the last Fed meeting highlighted growing concerns around inflation.
The world’s most valuable company, Nvidia, posted stronger than expected earnings on Wednesday. Data centre revenue nearly doubled for the period and revenue beat expectations…
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Having just passed her seven-year anniversary with Copia, we asked our Head of Operations, Marina Contato to take some time out of her busy day to reflect on her time with us!
Read >Want to learn more? We recommend you start with a conversation.
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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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