Since I joined Copia back in April, I have been working with the team to review our proposition which in turn should help you better support your clients.
I am delighted that we will be heading into September with four new additions to strengthen our Sales and Investment teams. This is a big step forward on our path to get the right expertise to meet our ambitious plans for the future.
Gary Stirrup joined us last month as our new Director of Sales. He brings a wealth of experience across platforms, asset management, advisory and discretionary. Three weeks ago, Jake Boylan joined Gary’s team as our new Business Development Manager. Jake has held BDM and Investment Product Manager roles at Octopus Investments and has already hit the ground running in his first few weeks with the business and will offer desk-based support to our clients. I’m also happy to confirm that Elliot Clifford, who some of you have met already, has officially moved over from Wealthtime to work as Copia’s dedicated Marketing Manager.
At the start of August, Andy O’Shea and Oliver O’Shea joined us from the Canterbury based advice firm, Pharon. Andy has managed Pharon’s investment proposition for 17 years. He will join Pete and Richard as our third Senior Portfolio Manager, adding a huge amount of investment knowledge and experience to our team. Oliver has worked with his father Andy for the last eight years and will continue to work very closely with him. His arrival adds further expertise to our analyst team. Andy and Oliver also share a similar investment approach to our existing Copia philosophy.
As we move forward and into 2027, we will continue to build out the team with strategic new hires when the right opportunities arise.
