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 the concept of custom MPS is gaining traction, many advisers worry about what this means on a practical basis. Are you just adding risk without control? Where do responsibilities start and finish? Tony Hicks demystifies the process in part two of his series on custom portfolios.
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On Monday morning, markets woke up to the news that seven democrats and one independent had voted to back the latest Republican deal to reopen the US government and end the longest ever US shutdown.
Trump formally signed a bill to end the shutdown on Wednesday. Market reaction was mixed as US equities traded lower over concerns about how long it will take for things to return to normal…
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Global markets continued to rally in October. They extended gains over the three-month period despite some potential obstacles including the first US government shutdown since December 2018, uncertainties over inflation and tariffs, and worries about an AI stock bubble. Global equities posted gains of 5.5% over the month with strong results across both developed and emerging markets.
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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