PARTNER WITH US

Whether you are establishing a new boutique or want access to Australia’s highly competitive investment market, we aim to provide you with the support, resources and infrastructure you need to deliver superior investment outcomes.

From effective distribution and marketing, to our vertically integrated operational platform, our strength lies in taking care of your non-investment requirements so you can focus on investing.

“We believe great partnerships can lead to great outcomes for our investment managers and investors alike.”

Sam Cole, Chief Operating Officer

Unique experience as an investment manager Unlike other multi-boutique groups, we have first-hand knowledge of what it takes to build a successful investment management business. Starting out as a boutique investment manager in 2000, we bring unique insight into the challenges you face. This perspective has shaped how we partner with you, the culture we uphold and the services we offer.
Limited number of partnerships We deliberately partner with a limited number of investment managers. We believe this enables us to build a stronger relationship with you, allows us to deliver our services more effectively and efficiently and ultimately, delivers you better long-term business outcomes.
Freedom to invest A successful partnership has clear roles and responsibilities. Partnering with Copia affords you the freedom to focus on investing. You maintain full control over your investment philosophy, process and investment decisions, while we deliver the services, resources and infrastructure to build your profile, broaden your reach and build assets.
Complementary not competitive Only those investment managers with complementary capabilities are invited to partner with us. We believe this embodies the true spirit of a multi-boutique group where each investment manager can concentrate on investing without the distraction of internal competition.
Proven service success With proven success building assets and growing market share for our investment managers, our highly experienced service teams work with you to tailor strategies that best support your unique business objectives and deliver you tangible outcomes.
Independent Copia is proudly independent. Owned by our staff and directors, we are not in the shadow of a large corporation or subject to the demands of a listed company. This aligns our interests with yours because together we are motivated to build our respective businesses and share in any growth.

TAILORED PARTNERSHIPS

Upon understanding your long-term business objectives, we tailor a partnership structure and service offering that can flex as your business evolves.

Our structure enables you to:

  • retain meaningful equity ownership and profit interests in your business
  • maintain control of your investment philosophy, process and portfolio decisions
  • appoint and incentivise talent appropriate for your team, and
  • ultimately, focus on investing.

“Each stage of your business evolution brings with it a unique set of requirements. Our specialist teams work closely with you to support you as you grow.”

Sam Cole, Chief Operating Officer

Establish

  • Equity participation
  • Working capital
  • Company formation
  • Business strategy planning
  • Budgeting
  • Recruitment
  • Branding
  • Operating platform
  • IT infrastructure
  • Governance framework

Grow

  • Product development
  • Distribution strategy
  • Consultant and researcher liaison
  • Platform and wrap liaison
  • Marketing strategy
  • Communications strategy
  • Client and FUM retention strategy

Support

  • Client services
  • Administration
  • Reporting
  • Succession planning
  • Office management
  • IT support
  • HR support
  • Compliance services

SPECIALIST SERVICE TEAMS

Partnering with Copia gives you access to the skills of our highly qualified specialist service teams: distribution, marketing, operations and compliance, enabling you to build your profile, broaden your reach and build assets over the long term.

“We firmly believe in the multi-boutique partnership model.
It enables us to add value by efficiently delivering investment managers the infrastructure, resources and services you need to succeed, while allowing you to maintain your autonomy and preserve the integrity of your investment philosophies and processes.
We believe the model encourages a focused approach to investing, creating an environment where investment managers can prosper and ultimately, achieve superior outcomes for investors.”

Sam Baillieu, Chief Executive Officer