Copia welcomes return of Adam Tweedale to Distribution Team

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Copia Investment Partners (Copia) has announced the appointment of Adam Tweedale to its distribution team, boosting support for advisers across Victoria, Western Australia, and Tasmania. Adam rejoins Copia with over

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Lonsec awards highest Sustainability Score to ECP Growth Companies Fund

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Copia Investment Partners has announced that the ECP Growth Companies Fund has been awarded a Sustainability Score of 5 Bees by Lonsec. This is Lonsec’s highest score, and it augments

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Copia anticipates growth, appointing new Distribution Manager

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Copia Investment Partners (Copia) has welcomed the appointment of Justin Cilmi as Distribution Manager based in Melbourne. Justin has over two decades of experience in the wealth management space. He

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Copia signs distribution agreement with Mutual Limited

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Copia Investment Partners has announced an Australian distribution partnership with Mutual Limited, an independently owned Melbourne-based cash, credit and fixed income investment manager with $2.5 billion in assets under management.

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Lonsec rates ECP Growth Companies Fund ‘Recommended’

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Copia Investment Partners has announced that Lonsec has awarded the ECP Growth Companies Fund a “Recommended” rating in its first review of the Australian equity investment manager. The Fund is

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Lonsec upgrades Chester High Conviction to ‘Recommended’

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Copia Investment Partners has announced that the Chester High Conviction Fund has been upgraded to a “Recommended” rating by research house, Lonsec. The Fund offers investors a concentrated and benchmark-unaware

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Copia signs exclusive partnership and launches Artisan Global Discovery Fund

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Copia Investment Partners has announced a strategic partnership with Artisan Partners, a global asset manager with $A172 billion under management worldwide as at 31 May 2020. Under the agreement Copia

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First Zenith rating for ECP Growth Companies Fund is ‘Recommended’

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Copia Investment Partners has announced the ECP Growth Companies Fund has received a “Recommended” rating, in its first review by Zenith. The Fund offers investors a concentrated and benchmark-unaware exposure

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Vertium Equity Income Fund added to multiple platforms

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Copia Investment Partners is pleased to announce the Vertium Equity Income Fund has been added to five major investment platforms. The Fund – managed by Vertium Asset Management and distributed

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Financial advisers may need to factor in how a managed account trades, in order to realise full benefits for investors

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Financial advisers may need to factor in how a managed account trades on behalf of their clients in order to realise the full benefits of a personalised managed portfolio, according

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