Five advice firms sign up to Copia Capital MPS

MPS Custom

Jenna Brown
clock • 1 min read

Copia Capital Management has signed five new advice firms to its premium portfolio service, MPS Custom.

Hertfordshire-based Fixmypension.com, West Yorkshire's Symphony Financial Advisers, Milne Craig near Glasgow and Watt Money and Informed IFA, both in Berkshire make up the quintet. Copia, a discretionary fund manager, said demand for its MPS, which designs and delivers "bespoke portfolios in partnership with the financial advice firm based on the specific requirements of its client base", was continuing to grow. Copia said it worked closely with each firm to define its clients' precise portfolio specifications and create an investment strategy tailored to suit the adviser's client goa...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers urged to prioritise mindset over products in retirement planning

Advisers urged to prioritise mindset over products in retirement planning

Defaqto conference panellists urge shift to service-led, goal-driven strategies

Sahar Nazir
clock 02 May 2025 • 1 min read
PA360: 'Clients crave certainty, not solutions' – advisers urged to listen harder

PA360: 'Clients crave certainty, not solutions' – advisers urged to listen harder

‘Are you really listening to your clients?’

Sahar Nazir
clock 02 May 2025 • 2 min read
PA Asks: Should the cash ISA limit be cut?

PA Asks: Should the cash ISA limit be cut?

Plus, which business leader inspires you, redundancy cover and NFTs

Professional Adviser
clock 02 May 2025 • 1 min read