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.

While providers of separately managed accounts (SMAs) benefit from high demand due to the transparency of their offering, there is a growing awareness that this comes with a greater need for more clarity and depth of reporting. Speaking at an Institute of Managed Account Professionals seminar this morning in Sydney, head of Australian equities at. Read more...

Multi boutique fund manager Copia Investment Partners has appointed Sam Harris as Distribution Manager in its Sydney office, reporting to General Manager Distribution John Clothier. Sam has over 15 years’ experience in the wealth management industry. Prior to joining Copia, Sam spent over 8 years at Investors Mutual Ltd, where he was most recently Relationship Manager. Read more...

We’ve come to accept paying a higher price to be first in line to board a plane, but that’s not necessarily 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...

“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