Copia Capital Management, established in 2013 as a division of Novia Financial Plc, is discretionary fund manager that collaborates exclusively with Independent Financial Advisers (IFAs) to develop portfolios tailored to a broad spectrum of client risk-return profiles.
This page will look into Copia Capital Management’s profile, including:
- What is Copia Capital Management?
- What does Copia Capital Management do?
- Copia Capital Management Leadership
- Copia Capital Management Contact Information
If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me ([email protected]) or WhatsApp (+44-7393-450-837).
Copia Capital Management uses a data-driven methodology to support IFAs in mitigating investment risks and enhancing client outcomes.
What is Copia Capital Management?
Copia Capital Management’s services include a range of portfolio options, such as the Managed Portfolio Service (MPS), MPS Plus, and MPS Custom, each designed to align with specific adviser and client needs.
Operating exclusively on a business-to-business basis, Copia does not engage directly with retail investors, focusing instead on empowering independent financial advisors.
With its expertise in discretionary fund management, Copia assists advisers in guiding their clients toward effective investment strategies.
Copia Capital offers a suite of portfolio services tailored to the diverse needs of Independent Financial Advisers (IFAs):
- Managed Portfolio Service (MPS): A selection of portfolios designed to meet various client investment requirements throughout their financial lifecycle. These portfolios combine passive and active funds to enhance transparency, diversification, and risk management.
- MPS Plus: An enhanced service that enables IFAs to establish their own investment brand through white-labeled portfolios. This offering includes comprehensive marketing support and access to Copia’s fund management expertise.
- MPS Custom: A premium service providing bespoke portfolios tailored to the specific needs of an IFA’s client base. Copia collaborates with advisers to define precise portfolio specifications and manage personalized investment strategies.
These services are designed to integrate seamlessly with an adviser’s business strategy, aiming to reduce risk and administrative burdens while offering access to cost efficiencies comparable to those enjoyed by leading institutional investors.
Copia Capital Management treats all actual and potential Managed Portfolio Service (MPS) investor clients as retail customers. The firm offers two types of mandates for managing model portfolios: “off-the-shelf” models and customized portfolios tailored to specific adviser firms’ target markets.
Both mandates are managed to deliver value for money while enabling adviser firms to provide suitable investment decisions on behalf of their clients.
Financial performance
As of October 31, 2024, Copia Capital Management’s proprietary Risk Barometer registered a reading of +0.37, an increase of +0.12 from the previous month, moving into the green zone and indicating a positive global economic outlook.
Copia’s portfolios are managed in alignment with the Risk Barometer’s insights. The positive shift in the barometer suggests a favorable environment for risk assets, which is reflected in the portfolio realignments and performance metrics.
Copia Capital Management Leadership:
Copia Capital Management’s leadership team comprises experienced professionals dedicated to investment management and client relations:
- Joanne Benson, Head of Investments, oversees portfolio management and fund selection, bringing over 20 years of financial market experience. Her background includes investment consulting with institutional clients and roles in private equity and hedge fund management.
- Tony Hicks, Head of Sales for London (City) & South East, has more than 25 years in financial services. His career spans senior roles in sales and marketing at firms like Gartmore, Scottish Life, Aberdeen Asset Management, and The Beaufort Group, focusing on client partnerships across various asset and product types.
- Anthony Gillham, Independent Chair of the Investment Oversight Committee, contributes over two decades of asset and wealth management expertise. Formerly Head of Investments at Quilter Investors, Anthony’s experience includes quantitative analysis and managing multi-asset investment portfolios.
Copia Capital Contact Information
London office address:
- Address: Copia Capital Management, Hamilton House, 1 Temple Avenue, London EC4Y 0HA
- Tel: 020 4599 6475
- Email: [email protected]
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