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.
In the previous blogs, we looked at how managed portfolio services (MPS) have proliferated as advice firms seek to improve efficiency and mitigate the compliance burden while maximising value for clients. Yet standard models are becoming increasingly commoditised, leaving some firms feeling they are surrendering control to an off-the-shelf solution that looks broadly the same as everyone else’s.
How can firms combine adviser insight and value with DFM expertise, scale and governance?
Read >
Another AI related stock sell-off effected most major indexes last week with the S&P, FTSE, Nikkei and Shanghai Stock Exchange all finishing lower.
The head of Alphabet, Sundar Pichai, added to worries about the growth of AI investment. During an interview with the BBC on Tuesday saying there is some “irrationality” in the AI boom, and that, if the bubble bursts, “no company is going to be immune, including us”.
The next day, the world’s largest company, Nvidia, released their long-awaited earnings report for Q3. Markets initially reacted positively to the press release headlines…
Read >
Another AI related stock sell-off effected most major indexes last week with the S&P, FTSE, Nikkei and Shanghai Stock Exchange all finishing lower.
The head of Alphabet, Sundar Pichai, added to worries about the growth of AI investment. During an interview with the BBC on Tuesday saying there is some “irrationality” in the AI boom, and that, if the bubble bursts, “no company is going to be immune, including us”.
The next day, the world’s largest company, Nvidia, released their long-awaited earnings report for Q3. Markets initially reacted positively to the press release headlines…
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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