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.
At the moment, it feels like every morning brings another shock, more alarming headlines and something else to worry about. Last year, the turmoil of Liberation Day didn’t arrive until April. This year, we’re barely through January and chaos already seems to reign. Markets are being pulled in multiple directions by short-term events but, if you strip away the noise, a small number of themes continue to shape the investment landscape. AI, energy and inflation are prime examples.
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Despite pressure from President Trump, the Federal Reserve voted to keep its key lending rates unchanged at 3.5% to 3.75%. The Fed’s statement was quite positive on the state of the US economy, saying activity has been “expanding at a solid pace” and that while new jobs have “remained low”, “the unemployment rate has shown some signs of stabilisation.”
On Friday, Trump nominated Kevin Warsh to replace the outgoing Jerome Powell as the new Fed Chair. Warsh worked as a Fed governor from 2006 and 2011. He’s been an open critic of the Fed in recent years…
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The year started not with a whimper, but with a bang. On 3 January, Donald Trump ordered and successfully carried out a military strike in Venezuela, resulting in the ‘extraction’ of its President, Nicolás Maduro. The action has many layers and, while it’s too early to gauge the full impact on markets, the initial reaction has been muted…
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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