NEWS

Advisers, are your SMA clients waiting in the boarding line without a priority pass?
Ralton Asset Management, March 2019 - News
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…
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Copia hires Jude Fernandez as Distribution Manager
Copia Investment Partners, March 2019 - Appointments
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…
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This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully and seek advice from qualified professionals where necessary.

The information on this website does not constitute personal advice and does not take into account your personal objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your objectives, financial situation or needs. You should also consider seeking independent advice, particularly on taxation, retirement planning and investment risk tolerance from a suitably qualified professional before making an investment decision.

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