Why partner with Copia?

Copia is independently owned and holds an Australian Financial Services Licence (No. 229316) covering investment products and activities targeting both Institutional and Retail clients as well as Managed Discretionary Account (MDA) services.

We firmly believe in the boutique funds management model and have specifically developed our capabilities to provide our partners with access to the service and support structures they will require to grow and maintain their business.

Our partners gain access to the highly competitive institutional and retail markets via our team of experienced industry professionals. We have established relationships with institutional and retail gatekeepers, institutional investors, retail platforms, advice groups and high net worth investors. This enables us to design and execute effective and appropriate sales strategies across all key market segments.

Copia’s distribution team consists of seven highly experienced institutional and retail sales professionals with an on the ground presence in Melbourne and Sydney. Our executive management team provides additional support to our distribution efforts via their deep network of industry contacts.

At the core of our capabilities is functional expertise and industry experience. From the board, through to our executive management, administration, marketing, and distribution teams our partners have access to a team with deep knowledge, extensive experience, and demonstrated success in assisting fund managers achieve their growth goals.

Copia is a vertically integrated investment house. As such we are able to provide industry best practice advice and implementation of services such as product development and branding, communication strategies and client relationship management.