Robert has over 30 years’ experience in Financial Services and has spent much of his multi-award-winning career in Board and Executive level leadership roles at a range of regulated multinational investment banks, wealth management firms and insurance companies. His former roles include Senior Partner at Quotidian Investments, Managing Director and Head of Asian Research at Morgan Stanley, Global Head of Research at HSBC, and Chief Investment Officer at Wesleyan.
In 2019 Robert was named “Chief Investment Officer of the Year” at the Insurance Asset Risks Awards and was awarded “Investment Strategy of the Year” in 2018 at the Insurance Asset Management Awards. Robert is also a former winner of “Wealth Manager of the Year” (ACQ), “Best UK Balanced Fund” (AI), “Most Outstanding Multi-Strategy Portfolio” (Global Funds) and “UK Balanced Fund of the Year” (Hedge Fund Awards).
He joined Copia Capital in 2020 to lead its next phase of ambitious growth.
About Copia Capital
Copia Capital is an award-winning Discretionary Fund Manager (DFM). We work exclusively with IFAs and our aim is to construct superior portfolios to meet client needs across the full risk-return spectrum. ‘There’s a better way to do this’ is our business mantra and we pride ourselves on having a unique, market-challenging approach.
All our services are created with one primary goal in mind – to work in partnership with advisers and allow them to shine. Whatever advisers’ needs, we are here to add value to their proposition, to take the risk and administrative burdens away from their business, and to ensure that they have access to the same cost advantages as leading institutional investors.
Working in partnership with us allows IFAs to achieve great client outcomes, because every investment decision is underpinned by Copia’s data-driven approach and technical know-how. In particular, we are seeing high demand for our premium MPS Custom portfolio services: creating bespoke portfolios which are designed to satisfy the specific requirements of an adviser’s client base.
We also offer a range of other portfolio services to suit advisers’ business strategies. These include our ‘ready to go’ Copia MPS portfolios, and the IFA-branded MPS Plus service designed to support advisers’ own client marketing. We pride ourselves on our flexibility as a DFM service provider and, in addition, we can undertake research for advisers ready to develop their own portfolios.
Since launching in 2013 as a division of Novia Financial Plc, we’ve become one of the most respected DFMs in the industry. In 2021 we were awarded the “Best Value for Money” DFM by Citywire Awards and short-listed in 3 other categories. This success reflects the tight-knit, modern partnerships we have with our clients. Now backed by Anacap Financial Partners, Copia is a stable business with strong growth and is seeing an increasing demand for our services. And we continuously strive to achieve that same high performance for our adviser clients.