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

20th October 2025

On Tuesday, the Governor of the Bank of England (BoE), Andrew Bailey joined the growing number of finance leaders worried about the AI boom and the inflated value of tech companies. In his letter to other G20 finance ministers and bank governors he said, “While most jurisdictions have seen a rebound in financial markets in recent months, the resulting asset valuations could now be at odds with the uncertain economic and geopolitical outlook, leaving markets susceptible to a disorderly adjustment.”

The next day, the International Monetary Fund (IMF) echoed Bailey’s comments when it released its latest World Economic Outlook report…

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14th October 2025

Despite lingering concerns from earlier tariff shocks and geopolitical tensions, equity markets rallied on AI-driven optimism, cooling inflation, and expectations of central bank rate cutting. The latter notably from the Federal Reserve in the US. Whilst at the same time, the US showed economic resilience with Gross Domestic Product (GDP) growth for the third quarter, with GDP being revised upwards to nearly 4% on an annualised basis. Positives certainly seemed to outweigh any negatives…

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13th October 2025

All US markets fell sharply on Friday following Trump’s threat to impose an additional 100% tariff on China from as soon as November.

Earlier in the week, China added five new rare earth minerals (holmium, erbium, thulium, europium and ytterbium) to its control list. This takes the total number of restricted minerals to twelve. China has effectively developed a monopoly on rare earth minerals, and these additions will have a major impact on the US…

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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: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

© 2021 - 2025 Copia Capital

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