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NEWS

Ralton Asset Management, April 2019 - News
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…
Copia Investment Partners, April 2019 - Appointments
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…
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…
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…
Copia Investment Partners, February 2019 - Appointments
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,…
Copia Investment Partners, February 2019 - Fund update
FUND UPDATES | Following a challenging quarter across global equity markets, equities bounced strongly in January, with the OC Premium Small Companies Fund and the OC Dynamic Equity Fund returning 6.3% and 6.6% for the month. This was ahead of both the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index which returned 5.6%…
Copia Investment Partners, February 2019 - Fund update
PORTFOLIO UPDATES | Our specialist managed accounts provider, Ralton Asset Management, offers investors four tax-efficient Australian share portfolios that have delivered consistent outperformance over the long term. View Ralton's latest reports
Copia Investment Partners, February 2019 - Uncategorized
MONTH TO 31 JAN 2019 | The Vertium Equity Income Fund returned 2.06% for the month of January, underperforming the S&P/ASX 300 Accumulation Index, which returned 3.87%. View report  
Copia Investment Partners, February 2019 - Uncategorized
JASON TEH | It’s obvious. Retirees need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy creating an income portfolio from shares – just select stocks from a list of high dividend yielders. However, setting up an income portfolio for…
Copia Investment Partners, January 2019 - Appointments
MEDIA RELEASE | 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’…