Partnering for prosperity
Whether you are an investment manager establishing a new boutique fund/offering or want access to Australia’s highly competitive investment market, we can provide you with the support, resources and infrastructure you need to deliver superior investment and growth outcomes.
From effective distribution and marketing, to our vertically integrated operational platform, we are able to service and meet your specific non-investment requirements so you can focus on what you do best — investing.
Unlike other boutique service providers we have first-hand knowledge of what it takes to build a successful investment management business. Starting out as a boutique investment manager in 2000, we bring unique insight into the challenges and responsibilities you face. This perspective has shaped how we partner with you, the culture we uphold and the services we offer.
Tailored Partnerships
Upon understanding your long-term business objectives, we tailor a partnership structure and service offering that can flex as your business evolves.
retain meaningful equity ownership and profit interests in your business
maintain control of your investment philosophy, process and portfolio decisions
appoint and incentivise talent appropriate for your team
support from specialist service teams
freedom to focus on investing
Our Services
Establish
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Equity participation
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Working capital
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Company formation
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Business strategy planning
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Budgeting
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Recruitment
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Branding
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Operating platform
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IT infrastructure
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Governance framework
Grow
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Product development
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Distribution strategy
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Consultant and researcher liaison
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Platform and wrap liaison
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Marketing strategy
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Communications strategy
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Client and FUM retention strategy
Support
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Client services
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Administration
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Reporting
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Succession planning
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Office management
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IT support
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HR support
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Compliance services
One of Copia’s key defining characteristics is its deep knowledge of the operational aspects of funds management firms, given its history as being part of a fund manager that started in 2000. This allows us to optimise the way we operate and deliver outcomes for investors and fund managers alike.
— Sam Cole, Executive Director
Our specialist service teams
Our specialist teams support our investment partners so they can focus wholly on managing investments.
Distribution
Led by John Clothier, our team of highly experienced business development professionals has proven success building assets for our investment managers thanks to the strength and breadth of the team’s retail and institutional relationships.
Retail
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Strategic planning
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Dealer groups
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Financial advisers
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Platforms / Wraps
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White labels
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Sponsorships
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Industry events
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Due diligence
Institutional
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Strategic planning
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Superannuation funds
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Family office trusts
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Industry events
Research
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Ratings agencies
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Asset consultants
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Review preparation
Ideal Partners
Like you, we are discerning when it comes to choosing a partner. We look for talented investment professionals who offer compelling and competitive investment capabilities. For us, the following attributes have proven to be the cornerstone of successful, long-term partnerships:
Commitment to growth, commitment to the Australian market
Australia’s investment market is competitive and highly regulated. Many investment managers have entered and left perhaps lacking the commitment or backing to build momentum. This can erode investor confidence and damage reputations and relationships. When evaluating a prospective investment manager, we look for your desire and patience to grow your business over the long term.
Shared values, cultural fit
A spirit of open collaboration is widely recognised as the hallmark of a successful partnership, and we place a high value on collegiate, transparent and synergistic working relationships. We pride ourselves on partnering with like-minded, team-oriented professionals who share similar values and appreciate the role we play in building your business.
Distinct, yet complementary investment capabilities
We look not only at your specialist investment capabilities, but holistically at our offering. We seek investment managers whose strategies complement those we already have available to remove internal conflicts and to offer investors greater depth and breadth of investment choice.
Proven track record of generating alpha
Proof of your investment management capabilities is critical. Asset consultants, researchers and ratings agencies need tangible evidence of the success of your philosophy and process as it their assessment of your capabilities that can play a vital role in your success. Prospective investors also need comfort in your abilities.