Company Information

Get to know Copia Capital Management

Copia Capital Management is a specialist Discretionary Fund Manager (DFM) that partners with UK financial advisers to provide a comprehensive suite of investment portfolio services. The company focuses on combining technology with investment expertise to offer risk-rated, retirement, and custom portfolio solutions. As part of Novia Financial plc, and the wider private equity group AnaCap Financial Partners, Copia operates on a business-to-business model, empowering financial advisers with the tools and managed portfolios they need to serve their end-clients effectively, rather than offering services directly to the public.

Industry

Financial InvestmentPRIMARY
Financial Insurance
Financial Other Service

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Copia Capital Management

United Kingdom

Founded in

01 Jan 2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.