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Ralton Asset Management, July 2019 - News
Let’s face it, there are few free lunches in giving investment advice. Which makes any reward from reducing a client’s tax burden well worth the effort. For most advisers, the chance to present a tax effective investment solution to clients has strong appeal as part of the advice value proposition: the challenge is how do…
adminofcopia, February 2016 - Uncategorized
Copia Investment Partners has appointed Angela Vincent as State Manager, Northern Region, to bolster the firm’s distribution effort. “We are pleased to make another senior appointment in Copia’s distribution team. Angela brings platform and funds management experience that complements that of State Manager, Southern Region, Adam Tweedale, and Account Manager, Sean Paul McGoldrick. Her primary focus will be to…
adminofcopia, December 2015 - Uncategorized
Copia Investment Partners’ Chief Executive Officer, Sam Baillieu, is pleased to announce Copia’s funds under management has reached $1 billion. “We’re extremely proud to reach this milestone in our short history as a multi-boutique investment management group. During the last year, Copia has gathered even greater momentum in the market thanks to the solid performance…