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.
After a prolonged period in which strong equity returns largely masked underlying risks, conditions have become more unsettled in recent years. Trade tensions and geopolitical uncertainty are now refocusing attention on volatility, with advisers once again having frequent conversations with clients about market shocks, sequencing risk (selling investments to support income payments) and investing during falling markets…
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Broadly speaking, markets across the globe had a positive week following several optimistic updates about an end to the conflict in Iran, and the reopening of the Strait of Hormuz. On Wednesday, President Trump said the war was “close to over” and that during a call with President Xi, China was very happy that he was “permanently opening” the strait.
However, after being briefly reopened on Friday, the shipping route was shut again Saturday evening…
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Over the past month, the escalation of the Middle East conflict has dominated global financial markets. On the last day of February, the US, in coordination with Israel, launched a series of airstrikes and military operations targeting Iranian government and military facilities, including the assassination of the Supreme Leader Ali Khamenei.
Iran’s response was swift and included military retaliation across the region against Israel and several other Gulf states. As of the time of writing, there has not been a conclusive resolution to the conflict, and this has resulted in major disruptions to shipping through the Gulf and a sharp increase in energy prices…
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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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