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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

12th October 2026

On Tuesday, the US’s leading index achieved a record high despite the sell-off in bonds. Markets rallied in response to high earning expectations thanks to the trillions of dollars pouring into AI infrastructure. According to Factset, analysts are expecting Q3 earnings growth of 29.5%. Chipmakers Nvidia and Micron are expected to account for more than a third of that growth. Some of this bullishness was dented on Thursday after OpenAI told investors that revenue for this year will be $50bn, $20bn less than estimated in September.

With AI development and the race for superintelligence showing no signs of slowing down, OpenAI CEO, Sam Altman advocated for a light touch regulatory stance in an interview on Monday. He said that the world should just accept “some bad things happening” in exchange for the benefits AI may bring…

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9th October 2026

The quarter to end of September was a strong period for the global equity market, but this statement hides a lot of what was occurring “under the bonnet”. The global equity index was lifted in September mainly by the strong performance in the US market while other regions delivered negative returns, reversing some of the strong gains we’d seen over the summer months.

The US equity market posted a positive return of +2.9% in Q3, as this is such a large proportion of the global index, this helped the global benchmark return +2.4%. However, we need to look at things a little closer…

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5th October 2026

In his first conference speech as Labour party leader and Prime Minister, we got several important policy updates from Andy Burnham. From April 2030 the government will finally “rip the plaster off” and amend the pensions triple lock to not necessarily keep pace with workers’ earnings. Electoral reform is back on the agenda, and a new in-out EU referendum could be included in the next Labour election manifesto. Prior to the conference, the reboot of Help to Buy to become the Your First Home Scheme sent housebuilding stocks up on Monday.

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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

Temple Chambers, 3-7 Temple Avenue, London, EC4Y 0DP

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.

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