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 National Groups. Sam has also held roles at a number of organisations including Ord Minnett, Instreet Investments, HFA Asset Management and ING in a range of investment and advice areas.

Welcoming Sam’s appointment, John said “We’re delighted to have Sam join our team as we seek to build Copia’s footprint with Australian financial advice groups. Sam’s strong network relationships will assist in our efforts to become a premium provider of solutions in the Australian multi-boutique space”.

Copia is an Australian investment distribution and support company with four partner fund managers in its stable: OC (Australian Small Caps), Ralton (Separately Managed Accounts), Vertium (Equity Income) and Chester (High Conviction Australian Equities).

Mr Clothier added: “In the past five months Copia has successfully recruited a highly-experienced team that we believe is more aligned with the changing structure of our intermediary and advice market. As a result individual team members need to be equipped with the skills to manage broader remits and higher accountabilities.”

Sam’s appointment follows the recent hiring of Jude Fernandez, Mani Papakonstantinos and Matt Roberts as Distribution Managers, as well as Anthony Pesutto as General Manager Marketing.

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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 years, and prior to that, was with Schroders for nine years – where for three of those years he was National Account Manager. Jude has also worked at State Street in various roles within its corporate actions, account management, unit pricing and business consulting areas.

Welcoming Jude’s appointment, John said “Copia has been on the look-out for seasoned talent with successful sales track records, strong networks and an ability to deal effectively with our key accounts to put the Copia case forward. Jude ticks all these boxes and we are delighted to have him on board”.

In the last few months Copia has hired new distribution managers Mani Papakonstantinos and Matt Roberts. Another appointment is expected soon.

On the marketing side, Copia appointed Anthony Pesutto as General Manager Marketing.

John said “There is definitely a feeling of re-invigoration within the Copia business and the opportunity that lies ahead to become a significant player in Australia’s multi-boutique space.”

Copia represents OC for Australian smaller companies, Vertium for equity income, Ralton for SMA and Chester for high conviction equities.

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Matt will help promote the capabilities of Copia’s four investment partners – OC, Vertium, Ralton and Chester. Matt’s appointment represents another milestone in Copia’s recruitment drive and scaling up in sales and marketing. “We’re investing heavily in new talent to help take Copia to a new level” says Clothier.

Matt’s appointment follows the recent hiring of Anthony Pesutto as General Manager Marketing, as well as Mani Papakonstantinos as Distribution Manager. Without wanting to steal Matt’s thunder, a further Copia distribution hire is expected to be announced in a few weeks. Stay tuned.

Media contact

Anthony Pesutto, General Manager Marketing, Copia Investment Partners
+61 3 9691 5452 | apesutto@copiapartners.com.au

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Copia Investment Partners has appointed Anthony Pesutto as General Manager Marketing in its Melbourne office, reporting to Chief Operating Officer Sam Cole. Anthony will be responsible for the marketing and communications of the multi boutique fund manager and its four investment partners, OC, Ralton, Vertium and Chester.

Anthony has over 22 years’ experience in the funds management industry. Prior to joining Copia, Anthony headed up Zenith’s marketing and communications function, and prior to that, was head of marketing at Legg Mason. Anthony also has held both marketing and investment research roles at Mercer and Lonsec.

Welcoming Anthony’s appointment, Sam Cole said “We’re delighted to have someone of Anthony’s calibre join our team. Anthony will help build Copia’s profile and distribution footprint to Australian financial planners as we embark on our next phase of growth.”

Sam added “With our suite of investment partners represented on most major platforms, it is important we can clearly articulate Copia’s capabilities to financial advisers in innovative and exciting ways, particularly as we seek to build our distribution resources and fund manager partnership model.”

Anthony’s appointment follows the recent hiring of Distribution Manager Mani Papakonstantinos in December 2018.

– ENDS –

About Copia Investment Partners

Copia Investment Partners is an independent multi-boutique investment management group with over $1.6 billion under management across institutional and retail channels.

Copia provides distribution and business support for four partner fund managers: OC Funds Management (Australian Small Caps), Ralton Asset Management (Managed Accounts), Vertium Asset Management (Equity Income) and Chester Asset Management (High Conviction Australian Equities).

Copia forms partnerships with select Australian and international investment managers to establish, grow and support their boutique businesses. At the same time, partners have the opportunity to access and broaden their reach within Australia’s highly competitive investment market.

Further details on Copia Investment Partners and its strategies can be accessed via the website www.copiapartners.com.au

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Multi boutique fund manager Copia Investment Partners has appointed Mani Papakonstantinos to the role of Distribution Manager covering Victoria and Western Australia, as it continues to build its business in Australia.

Mani Papakonstantinos has over 13 years’ experience in the investment industry with roles spanning across distribution, research, and advice. Prior to joining Copia Investment Partners, Mani worked as a Distribution Manager at SG Hiscock & Company servicing the retail and institutional space. He has also held roles at Equity Trustees as a Key Account Manager and AMP as an Investment Research Manager.

Welcoming Mani’s appointment, John Clothier, General Manager of Distribution, Copia Investment Partners, said “We’re delighted to have someone of Mani’s calibre join Copia. Mani has extensive experience in the funds management industry and brings a technical and client centric approach to distribution which importantly enables us to continue building our retail footprint throughout Australia,”.

The Copia distribution team represent OC Funds Management (Australian Equities Small Cap Manager), Ralton Asset Management (Australian Equity Managed Account specialist), Vertium Asset Management (Equity Income Manager) and Chester Asset Management (High Conviction Australian Equities Manager).

Mr Clothier added: “With our suite of investment partners represented on most major platforms, it is important we have an experienced team to drive distribution through these channels and continue to expand our network.”

Also featured in Money Management.

Media contact

Sam Cole, Chief Operating Officer, Copia Investment Partners | +61 9 9691 5402 | scole@copiapartners.com.au

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Copia Investment Partners is pleased to announce the appointment of Bruce Loveday to the board as a non-executive director. The appointment of Loveday follows a string of announcements from the multi-boutique manager, which is gearing up for growth.

Loveday – The appointment of Loveday to Copia’s board strengthens its corporate governance, balance and independence. Loveday has been CEO of two funds management businesses and has held senior executive positions in banking, institutional stockbroking, asset consulting and investor relations. He served as chairman of Bennelong Funds Management Ltd from 2010 to 2014 and is a fellow of the Australian Institution of Company Directors.

Voskresensky, new CFO – Loveday’s appointment follows a busy start to 2018 with the appointment of Michael Voskresensky to chief financial officer. Voskresensky joined from Mutual Trust where he was general manager, finance.

Unit registry – Copia has also transitioned the unit registry of its managed funds to OneVue, Australia’s largest managed fund administration platform, after incumbent unit registry provider, NAB Asset Servicing, struck a deal with OneVue.

Vertium Asset Management – Copia’s newest fund (Vertium Equity Income Fund) has in the past few months been added to several platforms (BT Wrap, BT Panorama, Hub24 and FirstWrap) and last year also received a recommended rating from Lonsec. The fund is attracting significant retail and institutional interest, particularly in light of volatility returning to market in February 2018.

CEO Sam Baillieu said: “Copia has the platform, structures and capabilities in place to scale up significantly and we’re committed to adding assets to our existing managers, as well as onboarding exciting new boutiques that complement our existing product offering.”

“The Australian investment management industry is due for a shake-up and managers with unique capabilities will play an important role in helping investors achieve their goals. Copia is well placed and resourced to partner strategically with existing and new investment managers,” said Baillieu.

Also featured in Money Management, Financial Standard and Industry Moves

Media contact

Jane Harris, Head of Marketing, Copia Investment Partners | +61 9 9691 5410 | jharris@copiapartners.com.au

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Copia Investment Partners is pleased to announce the appointment of Michael Voskresensky to the newly created role of chief financial officer, effective February 2018.

Voskresensky joins from Mutual Trust where he was general manager, finance.

Commenting on his appointment at Copia, chief executive officer, Sam Baillieu, said: “Following a strong 2017, Copia is preparing for expansion and adding to our resources and capabilities. Michael brings a wealth of experience within financial services and will help to bolster our finance function and executive team during this time of business growth.”

“The Australian investment management industry is due for a shake-up and boutique fund managers with unique capabilities will play an important role in helping investors achieve their goals. Copia is well placed and resourced to partner strategically with existing and new boutique managers,” said Baillieu.

Also featured in Money Management, Investor Daily and Financial Standard

Media contact

Jane Harris, Head of Marketing, Copia Investment Partners | +61 9 9691 5410 | jharris@copiapartners.com.au

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