WELCOME TO Copia Investment Management
At Copia Investment Management, we are dedicated to providing independent wealth managers with institutional-quality investment management. Our philosophy is built on stability, strategic risk management, and a partnership approach. Led by experienced professionals, we blend best-of-breed fund managers across various asset classes to deliver consistent returns while focusing on downside protection through diversification.
PORTFOLIO MANAGEMENT
Experience the benefits of globally diversified, actively managed portfolios meticulously tailored to align with your unique risk appetite and financial objectives. Our seasoned investment professionals employ a rigorous selection process, blending top-tier fund managers across various asset classes to deliver consistent, long-term returns while safeguarding against market volatility.
RISK MANAGEMENT
Navigate market complexities with our sophisticated, data-driven risk management strategies. We continuously analyze market dynamics to optimize the balance between risk and return, ensuring your investments are resilient across varying economic conditions.
REPORTING AND INSIGHTS
Stay informed with our institutional-grade performance reporting and analytics. We provide transparent, comprehensive insights into your portfolio’s performance, empowering you to make informed decisions and maintain confidence in your investment journey.
120
Clients
27
Funds Carefully Blended
7
Asset Classes
1
Billion ZAR Under Management
Don't be a stranger!
Contact Us
Coral House, 20 Peter Place, Bryanston, 2060
Copia Investment Management (Pty) Ltd is an authorised Financial Services Provider | No. 53845