Copia Capital Management has launched a range of factor-based managed portfolios, Select Plus, using a blend funds from global asset manager Dimensional Fund Advisors and ETFs.
Advisers can choose from five risk profiles, designed for medium- to long-term investors in the accumulation phase of the lifecycle. The total expense ratio (TER), or total cost, for each of the underlying...
Vitality at Work scheme
Reporting to Steve Hill
Appointed on 19 September
Plans to double size in five years
Unnamed company valuation reduced