At Copia we work in partnership with Novia Global to provide portfolios that are built with a variety of currencies for investors outside the UK. Copia is delighted to work with Novia Global as they offer a combination of the latest in online platform technology, client security, transparency and a commitment to first class service that allows us to offer both flexibility and choice. This, along with Copia’s proven track record in delivering value for money (Citywire awards, August 2021), enables advisers to deliver greater efficiencies and potential long-term returns for overseas clients.
Like Copia, Novia Global only work with professional advisers, providing the tools and investment technology to manage even the most complicated investment portfolios efficiently and easily on their online platform, allowing investors to benefit from the opportunities of investing offshore.
The Novia Global platform has access to over 7,000 funds from over 300 leading fund managers across a multitude of asset classes and a host of investments options. This includes Société d’Investissement a Capital Variable (SICAVs), Undertakings for Collective Investment in Transferable Securities (UCITS), Exchange Traded Funds (ETFs), alternative investments and direct investment in equities and bonds.
At Copia we can access all the funds and currency structures offered by Novia Global. Copia’s existing strategies are in Sterling (GDP), US Dollars (USD) and Euros (EUR). However, on request we can build portfolios using Hong Kong Dollars (HKD), Australian Dollars (AUD) and Swiss Francs (CHF).
Copia currently offers our Select Accumulation range of portfolios in three base currencies. Please view our Select Accumulation portfolio page to see more about the strategy and to view the Select Accumulation Factsheets in GDP, USD and EUR.
Copia also offers its premium portfolio service – MPS Custom – via the Novia Global platform. This service delivers bespoke portfolios which have been designed to satisfy the specific requirements of your firm’s client base.
Engaging the MPS Custom service involves us working in partnership with you to first define your clients’ precise portfolio specifications, and then creating and managing a personalised investment strategy to suit the clients’ individual goals. In addition to meetings with your quarterly investment committee, we support you with branded marketing materials, regular updates and highly responsive support.
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.
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