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.
The price of brent crude oil surpassed $90 a barrel again after another week of fighting in the Middle East. Last night, Iran’s Revolutionary Guard said “not a single drop” of oil or gas will get through the Strait of Hormuz if US attacks continue.
Vessels passing through the Strait dropped to just 13 last Wednesday and maritime traffic appears near another standstill…
Read >
Market returns were mixed in June as investors navigated a complex environment combining de-escalation in the Middle East with uncertainty over the future of AI spending. Tensions between the US and Iran eased following the signing of a Memorandum of Understanding (MoU) which put a pause on the conflict and helped reopen the Strait of Hormuz. While a positive development, markets responded cautiously, with the flow of oil tankers remining significantly below pre-war norms…
Read >
Reform UK leader, Nigel Farage’s decision to resign and hold a by-election for his Clacton-on-Sea seat sent UK gilt yields up earlier in the week. With all major parties refusing to take part, Farage will now face Count Binface, members of Monster Raving Loony Party and the Human Fox on 13 August 2026. If re-elected, the Commons Parliamentary Commissioner for Standards, Daniel Greenberg, will finish his investigation into Farage’s undisclosed £5mn “gift” from cryptocurrency billionaire Christopher Harbone. If found guilty of breaking parliamentary rules by not disclosing the gift, Clacton will face another by election shortly after.
UK gilt yields fell on Friday after Andy Burnham’s nomination to be the Labour party leader and next PM, was backed by 322 out of 403 labour MPs…
Read >Want to learn more? We recommend you start with a conversation.
Contact one of our investment team.
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.
I work for an advisory / professional firm or other eligible counterparty.
I will take responsibility for any jurisdictional restrictions that apply to the services described by this website in accordance with applicable law and regulation.
I have read and accept that Cookies are used on this website. I understand that a Cookie will show that I have accepted the terms to access this website.
I confirm that I am resident in the UK or other EU Country and I am not a US citizen.
I have read and accept that Cookies are used on this website. I understand that a Cookie will show that I have accepted the terms to access this website.
The content of this website may only be viewed by persons that meet either of the above conditions. If neither option is applicable please click here which will close this webpage.
