Insights, opinions and commentary on the investment issues that matter to Financial Advisers

Recent Copia ESG Webinar with Guy Opperman MP, Andrew Walsh of UBS and Knut Bitustøyl of MSCI

5 March 2021

In March 2020 Copia Capital Management launched a range of ESG risk rated portfolios. Markets were in freefall on the back of the outbreak of Covid-19, there was great uncertainty…

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What’s the current market outlook?

8 February 2021

2020 was a year of unprecedented events that shook the globe to its core. When many of us first heard about Coronavirus in January 2020 we believed the virus would…

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Guest Spot: The death benefit distraction

21 January 2021

It could be argued that the art of distraction, the practice of moving someone’s attention away from what they should really be focused on, has become more prevalent in some…

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Inter-generational Planning and the new Novia JISA

19 January 2021

Inter-generational planning is about passing on wealth in the most effective way, so there is clearly potential for Advisers, as experts in the field, to play a key role. In…

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Guest Spot: ESG and Sustainable Finance – Part 2

11 January 2021

The second of a two-part look at the impact of proposed regulatory changes on financial advice by Lee Coates OBE, Ethical Money and ESG Consultant The observant amongst you will…

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Joe Biden on climate change: What does the new President Elect have in store for tackling the world crisis?

8 January 2021

The month of November started with the world on tenterhooks, watching and waiting for the result of the US election. Unlike most recent elections, this time the system had to…

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Guest Spot: Incorporating Client Attitude to ESG

7 December 2020

The first of a two-part look at the impact of proposed regulatory changes on financial advice by Lee Coates OBE, Ethical Money and ESG Consultant As Mr Dylan would have it, the times…

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Brexit Impact

10 November 2020

Although the UK’s departure from the EU is set, political discussions are continuing to secure some form of deal. With the date getting closer amidst the pandemic, the uncertain outcome has lead the Government to warn businesses to be ready for either a ’new deal’, meaning a potential agreement on trade and future relations, or no deal.

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Guest Spot: Funding retirement income – The liquidity illusion

9 November 2020

Creating and managing a regular flow of ‘income’ from a diversified portfolio has been described by Bill Sharpe (he of ‘Sharpe Ratio’ fame) as the “nastiest, hardest problem in finance” Balancing three key moving parts in the retirement equation – longevity, inflation and investment returns – and achieving the optimal journey for the retiree, is something that has occupied some extremely bright minds for a few decades now.

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How wealth platforms support Adviser businesses

30 September 2020

For Advisers, wealth platforms are strategically important to the way their businesses run; to be successful they have to meet three fundamental needs

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Helping your clients get a slice of the ETF cake

21 September 2020

ETFs celebrate their 30th birthday in this year with the first successful ETF having been launched in Canada in March 1990. The global ETF market is growing fast, reaching $6.35 trillion at the end of December 2019 – a very significant rise from $4.3 trillion in 2017…

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Three ways Novia can help you drive better long term client outcomes

2 September 2020

With the unprecedented events of 2020 ongoing and the environment for acquiring new clients still challenging due to the COVID 19 restrictions, we’ve been working with some of our advisory…

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Guest Spot: The Three Key Costs International Investors Don’t Want To Ignore

20 August 2020

For international investment we discuss three key costs to be aware of and seek to mitigate, to achieve your financial goals as an international investor…

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