Copia Investment Partners works with select Australian and global investment managers, providing integrated operational infrastructure, distribution capabilities, and compliance services for the Australian market. Our partnerships enable managers – both local and international – to focus on their core expertise in investment management, while we handle the complexities of operations, growth, and regulatory compliance.
Tailored Partnerships
How we work with investment managers
Our approach to partnerships is informed by direct experience. Starting as a boutique investment manager in 2000, we understand the operational complexities, regulatory requirements, and distribution challenges that investment managers navigate daily.
This background shapes our partnership model. We provide tailored structures that allow investment managers to retain meaningful equity ownership and profit interests, maintain complete control of their investment philosophy and process, and build teams according to their specific needs. Our role is to handle operational complexity while managers focus on investing.
How does Copia support investment managers with tailored partnerships in Australia?
Each partnership is structured around the manager’s long-term business objectives, with the flexibility to evolve as their business grows. Whether you’re an established manager seeking operational efficiencies, or an international manager entering the Australian market, we adapt our services to your specific requirements.
Our Services
What operational support does Copia provide?
We offer integrated operational support across three phases of an investment management business.
Establish
We support the establishment phase by handling the structural and operational setup requirements.
- Equity participation structures
- Working capital arrangements
- Company formation and legal setup
- Business strategy planning
- Budgeting and financial modeling
- Recruitment and team building
- Brand development and positioning
- Operating platform setup
- IT infrastructure
- Governance framework
Grow
Our distribution capabilities and market knowledge support business development and asset growth.
- Product development and structuring
- Distribution strategy and execution
- Consultant and researcher liaison
- Platform and wrap access
- Marketing strategy
- Communications planning
- Client and FUM retention programs
Support
We provide ongoing operational infrastructure for the day-to-day running of investment management businesses.
- Client services and investor relations
- Fund administration
- Reporting and compliance
- Succession planning
- Office management
- IT support and systems
- HR support
- Compliance services and regulatory oversight
- Equity participation structures
Our specialist
service teams
Specialist teams across distribution, marketing, operations, and compliance support our investment manager partners.
John Clothier leads our distribution team, which manages relationships across retail and institutional channels in Australia. Our national sales and distribution strategy connects Australian financial advisers and institutional investors with our investment manager partners.
What does Copia’s distribution strategy cover for retail and institutional channels in Australia?
Retail
Strategic planning
Dealer group relationships
Financial adviser engagement
Platform/wrap access
White label arrangements
Sponsorships
Industry events
Institutional
Strategic planning
Superannuation fund relationships
Family office and trust engagement
Industry events
Research
Ratings agency liaison
Asset consultant relationships
Review preparation and support
Ana Weaver leads marketing and communications, managing brand positioning and market engagement for our investment partners across all channels.
What marketing and communications services does Copia provide?
Marketing
Brand development
Collateral creation
Digital and social strategy
Campaigns, advertising
Communications
PR and media relations
Content development
Editing and proofing
Thought leadership
Events
Conference participation
Industry events
Roadshows
Client engagement
Michael Voskresensky leads finance and operations functions, with George Wilson managing day-to-day operations. The team handles portfolio administration through to corporate services.
What operational infrastructure and compliance services does Copia provide for investment managers?
Portfolio Administration
Applications processing
Trade execution
Reporting
Fund Services
Investor liaison
Adviser liaison
Unit registry management
Reporting
Fund accounting
Operations
Finance
IT infrastructure
Client Services
HR
Office management
As an AFSL holder, we maintain regulatory compliance for ourselves and our investment partners. Our in-house compliance manager works with specialist external providers (Compliance & Risk Services) to ensure investment managers meet all regulatory requirements in the Australian market.
How does Copia handle compliance and AFSL requirements for investment managers in Australia?
- Compliance plan development and monitoring
- Disclosure documents (PDS, TMD, etc.)
- Technical advice and guidance
- Training and education
- Responsible Entity services
Copia's operational platform removed the administrative burden we faced as a standalone manager, while their distribution team provided access to channels we couldn't have reached independently. The partnership allows us to concentrate on investment management.
