Copia Capital Management

Our latest market update is freshly brewed and ready to serve! Dive into this month’s key insights, trends, and analysis to stay ahead in today’s ever-evolving market. Read more below: https://lnkd.in/gvyFN9eY

The weekly espresso is out now! Read about what happened in markets last week using the link below: https://lnkd.in/euBQdT-H

The weekly espresso is out now! Read about what happened in markets last week using the link below: https://lnkd.in/eyPpHYPB

Custom tools to building long-term value in your business A Copia Capital webinar with Lawrence Cook from Mabel Insights Tuesday, 10 December at 9:30am For financial advisers only Mabel Insights offers a comprehensive suite of investment research and planning tools available FREE for advisers: Research and due diligence Analyse model portfolio and fund data for 80+ Discretionary Fund Managers Easily compare their performance, positioning, and latest portfolio changes 1,600+ portfolios risk rated Conduct whole-of-market analysis to find the right DFM strategy range for your clients Adviser planning tools Risk profiling: Capture a client's risk profile using the risk profile questionnaire and create a client specific report Cashflow Modelling: Plan your client’s finances and model the probability of meeting their expected future expenses Tax optimised: Optimise a plans withdrawal strategy with a single click to minimise a client's tax payments Client investment reports: Create white labelled, fully branded recommendation reports showcasing your client’s current portfolio with a proposed portfolio, with illustrative costs Join us at this webinar on 10 December to find out more about how Copia Capital and Mabel Insights can support you. We’ll wrap up with an open Q&A session to address any questions you may have. Register Here: https://lnkd.in/eW3vGebJ

The weekly espresso is out now! Read about what happened in markets last week using the link below: https://lnkd.in/eBzQxEvK

Custom solutions to building long-term value in your business A Copia Capital webinar with guest speaker from Mabel Insights Tuesday, 10 December at 9:30am For financial advisers only If you own or run a financial adviser business, are you creating the optimum valuation for your firm? According to the lang cat’s most recent “State of the Advice Nation” research, 43 per cent of adviser business owners expect their firm to have changed hands in the next five years. With this in mind, do you have a strategy to: ·      Manage costs and increase productivity ·      Improve margins and profitability ·      Free up more time to focus on client acquisition and delivery? Join us at this webinar on 10 December to find out more about how Copia Capital and Mabel Insights can help. Register Here: https://lnkd.in/eW3vGebJ

Join us in welcoming our October new starters! 👋 ➡️ Josh Read - Senior Client Services Administrator ➡️ Annabelle Gleed - Client Services Administrator ➡️ Tony Hall - Contracts Manager ➡️ Louise Kelly - Marketing Manager ➡️ Louis Blackmore - Dawes Remediation Administrator ➡️ Andrew Marchant - Client Services Administration Team Leader ➡️ Ngonneh Mbye - Client Services Executive ➡️ Gemma Boxall - Executive Assistant ➡️ Helen Alway - Remediation Analyst Great to have you on the team! 🙂

Our Tony Hicks shares some thoughts on decumulation strategies for financial advisers with the readers of IFA Magazine. If you're an adviser interested in Rethinking Retirement you might like to sign up for our forthcoming webinar on "How to build and maintain a best-in-class retirement service", this Thursday at 10.30am: https://lnkd.in/eFx9XRfR https://lnkd.in/eexVQa-4

Our Tony Hicks shares some thoughts on decumulation strategies for financial advisers with the readers of IFA Magazine. If you're an adviser interested in Rethinking Retirement you might like to sign up for our forthcoming webinar on "How to build and maintain a best-in-class retirement service", this Thursday at 10.30am: https://lnkd.in/eFx9XRfR https://lnkd.in/eexVQa-4

“We like the fact that we own the brand that our clients see – that the portfolios are entirely our own. Would I recommend them to other advisers? Definitely. Especially if they have their own portfolios: for us Copia managed the transfer seamlessly and I’m very happy with the relationship that we’ve built with them.” “You have to know and trust the people that you appoint to work alongside you on behalf of your clients. You need them to enhance the service and remove problems, not cause them. It has been great to say to many clients that we can offer you this new functionality and investment process and it isn’t going to cost you any extra. That is the kind of value we like to offer our clients” “I can just pick up the phone and have a chat with the fund managers, no gobbledygook, no sales pitch, and get answers that our clients can relate to, however naïve their questions may sound.” This is just a couple of quotes from clients using our Copia Custom MPS Service. You can read some further case studies here: https://lnkd.in/ebsBcF9V If you would like to find out if our tailored MPS Service could help your business, please drop me a DM to set up an initial zoom/teams meeting.