PARTNERING FOR PROSPERITY

For investment managers, we offer the opportunity to prosper.
For investors, we offer investment opportunity.

OUR INVESTMENT MANAGERS

From Australian equities to global investments, we offer the opportunity to invest across regions, strategies and asset classes.

Australian small and micro-cap equities
Australian equity managed accounts
Australian equity income
Chester LOGO
High-conviction Australian equities
Global investments

ESTABLISH | GROW | SUPPORT

Copia is an independent multi-boutique investment management group.

We partner with select investment managers to establish, grow and support successful boutique businesses, while harnessing their unique capabilities for the benefit of investors.

We’ve come to accept paying a higher price to be first in line to board a plane, but that’s not necessary the case with SMA portfolios. If you are a financial adviser using SMA equity portfolios for your clients, you have the option of choosing between two types of SMA provider – a specialist or. Read more...

Multi boutique fund manager Copia Investment Partners has appointed Jude Fernandez as Distribution Manager, reporting to General Manager Distribution John Clothier. Jude will split his office locations between Sydney and Melbourne. Jude has over 20 years’ experience in the financial services industry. Prior to joining Copia, Jude was National Sales Manager for Paradice Investment Management for four. Read more...

We’re excited to welcome to the Copia team Matthew Roberts, who joins us from IOOF. As Distribution Manager, Matt will be focussed on building relationships with advice practices in NSW and Queensland, and will report to General Manager Distribution John Clothier. Matt will help promote the capabilities of Copia’s four investment partners – OC, Vertium,. Read more...

“We firmly believe in the multi-boutique partnership model. We believe it 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