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Robert Vaudry

Copia Capital signs up to Mabel Insights MPS comparison site

DFM & Model Portfolios

Copia Capital signs up to Mabel Insights MPS comparison site

Comes after Mabel launched cashflow planning service for advisers

clock 08 August 2024 • 1 min read
Will sticking with the same CIP approach work under Consumer Duty?

Consumer Duty

Will sticking with the same CIP approach work under Consumer Duty?

'Consumer Duty has made the regulatory landscape even tougher'

clock 26 July 2024 • 3 min read
Copia launches decumulation range with annuity element

Income

Copia launches decumulation range with annuity element

Portfolios designed to address four main decumulation risks

clock 09 May 2023 • 2 min read
What does Consumer Duty mean for portfolio management?

Consumer Duty

What does Consumer Duty mean for portfolio management?

'Another nail in the coffin for in-house portfolios'

clock 11 April 2023 • 4 min read
DFM launches toolkit to help advisers comply with Consumer Duty 

Consumer Duty

DFM launches toolkit to help advisers comply with Consumer Duty 

Free online material to assist advisers with compliance

clock 08 February 2023 • 3 min read
Advisers fear outsourced CIP costs and 'loss of control'

Managed solutions

Advisers fear outsourced CIP costs and 'loss of control'

Risk remaining with adviser over DFM also a concern for IFAs

clock 28 September 2022 • 2 min read
Robert Vaudry: Futureproofing CIPs for success

Your Business

Robert Vaudry: Futureproofing CIPs for success

Close to a tipping point

clock 08 July 2022 • 4 min read
Five advice firms sign up to Copia Capital MPS

Your profession

Five advice firms sign up to Copia Capital MPS

MPS Custom

clock 05 July 2022 • 1 min read
CIPs are in danger of 'overheating,' research finds

Your Business

CIPs are in danger of 'overheating,' research finds

Outsourcing helps significantly

clock 06 May 2022 • 3 min read

Your profession

Copia Capital Management appoints managing director as part of wider expansion

Also adds distribution capabilities

clock 07 July 2020 • 2 min read
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